Create new Wealthbox CRM contacts from form submissions
Automatically create new contacts in Wealthbox CRM with Jotform's seamless integration. This automation ensures that every form submission is instantly added as a new contact in Wealthbox CRM, streamlining client relationship management for financial advisors.
Add Jotform form submissions as Wealthbox CRM contacts
Integrate Jotform form submissions as contacts in Wealthbox CRM. This connection enables seamless transfer of form submission data into Wealthbox CRM, allowing financial advisors to efficiently manage client relationships.
When this happens...
New Submission
A user submits a new form response
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Create Contact
A new contact will be created in Wealthbox CRM