Overview

Formstack is an intuitive online form builder and workflow automation tool that helps businesses streamline data collection, document management, and reporting. It integrates seamlessly with Wealthbox, enabling users to capture form data directly into their CRM, enhancing the management of contacts, tasks, and workflows.

Key Features

• Capture Form Data: Automatically pull data from Formstack forms into Wealthbox to create new contacts or update existing ones.

  Streamline Workflows: Trigger Wealthbox tasks, activities, or notes based on specific Formstack form submissions, helping you automate follow-ups and stay organized.

  Custom Field Mapping: Map custom fields from Formstack directly to Wealthbox contact or opportunity fields, ensuring accurate data transfer to the right places.

   

How to Enable the Integration

The Formstack integration is enabled through Zapier. For more information on how to enable this integration through Zapier, please click here. 

How Does the Wealthbox and Formstack Integration Work?

Formstack submissions are matched to Wealthbox contacts using predefined identifiers such as email addresses or custom fields, ensuring accurate contact linking and account matching. When a form is submitted, the data is immediately sent to Wealthbox, where it can be used to create new contacts, update existing records, or trigger specific actions like creating tasks or activities. The integration refreshes automatically with each form submission, so updates happen in real time. This setup allows you to efficiently manage contacts by automatically creating or updating records based on form responses. Additionally, you can streamline workflows by triggering tasks directly from form submissions. Custom field mapping ensures that data flows seamlessly from Formstack to the appropriate fields in Wealthbox, maintaining accuracy and consistency throughout your CRM.