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Wufoo and Wealthbox CRM

Easily integrate Wufoo forms with Wealthbox CRM using Zapier.

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Who are we?

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We're Wufoo! Our HTML form builder helps you create contact forms, online surveys, and invitations so you can collect the data, registrations and online payments you need without writing a single line of code.

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Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Popular Ways to Connect Wufoo and Wealthbox CRM

  • Wufoo logo + Wealthbox CRM logo

    Add contacts to Wealthbox CRM from new Wufoo entries

    Instead of manually adding new contacts from your Wufoo form, allow Zapier to create new contacts directly from your Wufoo form. Set up this Wufoo-Wealthbox CRM integration, and whenever you receive a new form submission on Wufoo, it will automatically add a new contact on Wealthbox CRM so you never have to yourself.

    How It Works

    1. A new form entry is received on Wufoo
    2. Zapier adds a contact to Wealthbox CRM

    What You Need

    • Wufoo account
    • Wealthbox CRM account

  • Wufoo logo + Wealthbox CRM logo

    Create Wealthbox CRM contacts from new Wufoo poll entries

    Effortlessly add new contacts to your Wealthbox CRM with this seamless integration. When a new entry is submitted in Wufoo, a contact is instantly created in Wealthbox, ensuring your CRM stays up to date without manual intervention. Save time and stay organized by automating this essential process.

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Want to know why Wufoo is the best online form builder? When you design a form with Wufoo, it automatically builds the database, backend, and scripts needed to make collecting and understanding your data easy, fast, and fun. Because we host everything, all you need is a browser, an Internet connection, and a few minutes to build a form and start using it right away. At Wufoo, we believe forms are the starting point for building anything useful on the web. Basically, they’re the most efficient mechanisms for collecting data from people. The problem is sometimes creating an online form isn’t very efficient. The process of creating a form and all the database structures and scripts necessary to make it work (not to mention useful) is a really tedious process that makes what should be a simple task (collecting and understanding information) not really worth the time, effort, or cost of the endeavor. The entire process could take you or your IT person days, if not weeks. With Wufoo, you can skip all the hard stuff (because it does it all for you) and start getting things done.