Wealthbox’s Contact Form Builder enables users to create forms directly within workflow steps, making it simpler to view and update contact information right from a workflow interface
This feature is available on Premier and Enterprise plans and streamlines data entry and client interactions without needing to leave the workflow

See also:

• Webinar: Automations in Wealthbox: A Live Demo

Key Features

• Embedded within workflows: Add forms at specific workflow steps to collect or update contact details like name, email, phone, and custom fields directly.
• Streamlined Data Accuracy: Eliminate manual follow-ups by embedding form actions directly within workflows to capture the most up-to-date client information in real time.
• Contextual Data Updates: Tailor each form to match the workflow milestone (e.g., onboarding, review prep), ensuring the right data is gathered at the right time.
• Built-In Accountability: Make updating contact records a natural part of your process by requiring form completion before advancing to the next step in the workflow.

How it Works

• When a workflow step containing an “Update Contact Details” action becomes active, users can click an icon to open the form.
• Submitted data is updated in real time on the contact record

Steps to Use the Contact Form Builder:

1. Navigate to the Workflows section in Wealthbox to the desired step.
2. Create a new workflow or edit an existing one.
3. Click the lightning bolt icon on the workflow step to add an Action.
4. From the dropdown, choose "Update Contact Details".
5. Select the contact fields to include in the form (e.g., name, email address, phone number).  you may add more than one by clicking "Add Another Field."
6. Assign a descriptive label to the action for easy identification.
7. Save the workflow template with the added action, then start the workflow for the relevant contact.
8. When the workflow step is active, you’ll see the action icon on the step to open the form.
9. Verify, add, or update any necessary information.