Gravity Forms is great at collecting information, but that data doesn’t help much if it just sits in the form. If you’re using Wealthbox as your CRM, every submission still needs to become a contact before it’s actually useful.
CloudQix solves this with a pre-built automation that connects Gravity Forms directly to Wealthbox. This workflow takes every Gravity Forms submission and turns it into a new contact in Wealthbox the moment the form is submitted.
How the Gravity Forms to Wealthbox Automation Works
This workflow is designed to instantly turn form submissions into CRM contacts.
1. Gravity Forms Webhook Trigger
The automation begins with Gravity Forms. A webhook is enabled on the form you want to track, which allows the submission data to securely flow into CloudQix. For authentication, you create a signed key inside Gravity Forms and use that same key in CloudQix. This key acts as a shared validation value, allowing CloudQix to confirm that incoming form data is coming from your Gravity Forms setup and hasn’t been altered.
2. Form Data Capture
Once the webhook is connected, CloudQix receives all of the form submission details. You can define exactly which fields you want to pull from Gravity Forms, such as name, email, phone number, or any custom fields included in the form.
3. Wealthbox Authentication
CloudQix connects to your Wealthbox account using an access token generated directly from Wealthbox. This allows CloudQix to securely create new contacts on your behalf.
4. Contact Creation in Wealthbox
After the form data is received, the workflow automatically creates a new contact in Wealthbox. All of the key details from that Gravity Form submission will be mapped directly to the correct contact fields in Wealthbox.
Once the workflow is active, every Gravity Form submission instantly results in a new Wealthbox contact, all automation, no manual steps.
Why Connect Gravity Forms to Wealthbox?
This integration ensures that no lead slips through the cracks. Instead of relying on individual follow-ups or slow data entry, teams can trust that every form submission is captured and stored in Wealthbox in real time.
With this automation, teams can:
- Instantly convert form submissions into new Wealthbox contacts
- Eliminate manual data entry and duplicate work
- Keep CRM data accurate and up to date
- Respond to new inquiries faster
Connect Gravity Forms to Wealthbox with CloudQix
This Gravity Forms to Wealthbox workflow is already built and ready to use inside CloudQix. Simply connect your Gravity Forms and Wealthbox accounts, configure the webhook and authentication, and deploy the automation.
You can deploy this same automation and many more directly inside CloudQix! CloudQix enables teams to automate their own tech stack using an extensive library of prebuilt connectors. With CloudQix, teams can orchestrate and deploy workflows in hours, rather than weeks.
Create your free CloudQix account today!
