Initiate workflows in Wealthbox CRM with new submissions
Automate the initiation of workflows in Wealthbox CRM with new submissions from Jotform. Streamline your client relationship management by seamlessly starting workflows based on form submissions.
Start workflows in Wealthbox CRM with Jotform submissions
Trigger workflows in Wealthbox CRM by integrating Jotform submissions. This connection ensures that new form submissions kickstart workflows in Wealthbox CRM for efficient client relationship management.
When this happens...
New Submission
A user submits a new form entry
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Start Workflow
A workflow is initiated in Wealthbox CRM