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Wealthbox CRM form builder

Streamline your workflow with easy Wealthbox CRM integration for task and contact creation.
Wealthbox CRM form builder

Wealthbox CRM + Growform = A Match Made in Form Heaven!

Growform is an intuitive and user-friendly online form builder that allows you to create beautiful, customisable forms that are compatible with all devices. Whether you need single or multi-step forms, Growform has got you covered. With its easy-to-use interface, you can design forms that match your brand’s look and feel, complete with custom fonts and colours.

But that’s not all. Growform also integrates with Wealthbox CRM, allowing you to automate tasks when a new form submission is received. For instance, you can create new tasks or contacts with ease. This integration helps streamline your workflow, saving you time and effort. Plus, you can rest assured that your data is safe and secure, thanks to Growform’s robust security measures. Say goodbye to manual data entry and hello to effortless automation with Growform and Wealthbox CRM integration.
Screenshot of Wealthbox CRM and Growform form builder

Collect up to 2x more leads, and send them straight to Wealthbox CRM

With Growform, it’s easy to build beautiful forms that get more leads. 

We’ve taken years of experience in conversion rate optimisation and landing page best practices, and distilled our learnings into this easy to use form builder.

And thanks to the Zapier integration, you can automatically send leads to Wealthbox CRM safely and securely.

A Wealthbox CRM form that looks like your brand

Don’t settle for “yet another Wealthbox CRM form” – use advanced customization options like custom fonts, background images and color schemes to build a form that looks just like your brand.

A good form is more than just its appearance – it’s about the user experience. Growform ensures your forms are responsive, giving your customers an exceptional experience whether they’re on a desktop or on the go with their mobile device.

If you’re not sure where to start, there’s a template for pretty much every industry!

Available actions

The sky’s the limit, but here are a few things you can do with your new Wealthbox CRM form:

Wealthbox CRM logo
Create Opportunity
Creates a new opportunity in Wealthbox CRM based on the form submission.
Wealthbox CRM logo
Create Task
Creates a new task in Wealthbox CRM based on the form submission.
Wealthbox CRM logo
Create Contact
Creates a new contact in Wealthbox CRM based on the form submission.
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Create Note
Creates a new note in Wealthbox CRM based on the form submission.
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Find Contact
Finds an existing contact in Wealthbox CRM based on the form submission.

How does it work?

Wealthbox CRM is a great tool for managing customer relationships. For those who require advanced forms, a specialist form builder may be necessary.
The good news is you can now build forms in Growform and send leads over to Wealthbox CRM via our trusted integration partner:
Sign up to Wealthbox CRM

You’ll need a Wealthbox CRM account, but we assume you already have one by now!

Create a form with Growform

Next, you’ll need to grab a free Growform account and create your first form.

Connect Growform to Wealthbox CRM

Now you’ve got your form, integrate it with Wealthbox CRM in just a few clicks via Zapier. Read the docs here.

Q: Can this be used to make single step and multi step Wealthbox CRM forms?

A: Yes! Growform excels at creating multi-step lead generation forms, but is also a powerful tool to create single page or “one step” forms.

Q: Is there any disadvantage to using Zapier to integrate Growform & Wealthbox CRM?

A: No, using Zapier to integrate these systems is an industry best-practice. Millions of customers rely on Zapier to integrate systems, and it is widely considered a safe, secure and reliable way to deliver leads.

Q: What can I build with this?

A: Growform can be used to build Wealthbox CRM contact forms, quote forms, “wizard” style forms or simple one-page forms. You can even add conditional logic, prefilled fields or add hidden fields!

Q: How can I embed and share my form?

You’ll be provided with some simple embed code, which lets you embed your form anywhere you wish. The form embed code works with all major website building platforms, such as WordPress, Squarespace and Unbounce.

It all starts here...

Start creating beautiful forms that integrate with Wealthbox CRM with a zero commitment free trial (no credit card required):