Wealthbox CRM

Connect LeadGen Forms with Wealthbox CRM

Easily create LeadGen forms and connect your leads with Wealthbox CRM. Here is how the integration to Wealthbox CRM works:

What is Wealthbox CRM?Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Step 1: Create Your LeadGen App Account
Before creating your integration you need a LeadGen App account. You can start here with a free trial to set up your account.

Step 2: Create Your Form
In your LeadGen App account, head over to the form section and click on “Add New Form”. You can choose from a selection of more than 100 high-converting form templates or create your unique form from scratch.

Step 3: Integrate form with Wealthbox CRM

Go to Zapier.com and create a new zap. Choose LeadGen App as your trigger and Wealthbox CRM as your action tool. Setting up a zap is easy and just takes a few minutes. Zapier can be used free up to certain usage. Once turned on, your zap performs automatically and passes your leads to your connected apps.

Read our Integration guide here