Who are we?
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.
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
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
- A new form entry is received on Wufoo
- Zapier adds a contact to Wealthbox CRM
What You Need
- Wufoo account
- Wealthbox CRM account
How people use Wufoo
Our features get your forms up and running in minutes – so you can get down to business. Check out some of our features below.
Proudly serving businesses around the world for 10+ years
Need a little formspiration?
Take a look at our resources for tips, help articles, and important updates.
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.