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, allowing users to capture form data directly into their CRM, improving the management of contacts, tasks, and workflows.

Key Features

• Capture Form Data Automatically: Use Formstack submissions to create new Wealthbox contacts or update existing records instantly, reducing manual data entry.

• Streamline Workflows in Real Time: Automatically trigger Wealthbox tasks, activities, or notes based on specific form submissions so you can follow up promptly and stay organized.

• Custom Field Mapping: Map custom fields from Formstack directly to Wealthbox contact or opportunity fields, ensuring accurate and consistent data transfer exactly where you need it.

• Seamless Zapier Integration: Connect Formstack and Wealthbox through Zapier to set up workflows quickly and keep your CRM updated in real time.

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 FormStack Integration Work? 

Formstack submissions are matched to Wealthbox contacts using predefined identifiers like email addresses or custom fields, ensuring accurate linking and account matching. When someone submits a form, the data is sent to Wealthbox in real time, where it can create new contacts, update existing records, or trigger actions such as tasks and activities.

The integration refreshes automatically with each submission, so your CRM is always up to date. This setup helps you manage contacts efficiently by automatically creating or updating records based on form responses. You can also streamline workflows by triggering tasks directly from form submissions. Custom field mapping makes sure data flows smoothly into the right Wealthbox fields, maintaining accuracy and consistency across your CRM.

Troubleshooting & FAQs

Q: How do I set up the integration between Formstack and Wealthbox?
A: The integration is initiated and enabled through Zapier. To connect Formstack to Wealthbox, you’ll need to create a Zap that defines how form submissions should be sent to Wealthbox. For further assistance with setting up zaps, please contact Zapier Support for help. 

Q: What happens when someone submits a Formstack form?
A: When a form is submitted, Formstack uses identifiers like email addresses or custom fields to match the submission to the correct Wealthbox contact. The data is then sent to Wealthbox in real time, where it can create a new contact, update an existing record, or trigger actions such as creating tasks, activities, or notes.

Q: Can I map custom fields from Formstack to specific fields in Wealthbox?
A: Yes, custom field mapping is supported. You can map fields from your Formstack forms directly to Wealthbox contact or opportunity fields, ensuring that all information is transferred accurately and stored in the right place within your CRM.