Google Forms and Wealthbox Integration

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Automatically add new leads from Google Forms to Wealthbox, enriching them with custom data using JavaScript nodes for precise segmentation. Scale your lead management affordably on Latenode.

Swap Apps

Google Forms

Wealthbox

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Google Forms and Wealthbox

Create a New Scenario to Connect Google Forms and Wealthbox

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Google Forms, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Forms or Wealthbox will be your first step. To do this, click "Choose an app," find Google Forms or Wealthbox, and select the appropriate trigger to start the scenario.

Add the Google Forms Node

Select the Google Forms node from the app selection panel on the right.

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Configure the Google Forms

Click on the Google Forms node to configure it. You can modify the Google Forms URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Google Forms

Sign In

Run node once

Add the Wealthbox Node

Next, click the plus (+) icon on the Google Forms node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.

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Wealthbox

Authenticate Wealthbox

Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.

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Connect Wealthbox

Sign In

Run node once

Configure the Google Forms and Wealthbox Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Select an action *

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The action ID

Run node once

Set Up the Google Forms and Wealthbox Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Google Forms, Wealthbox, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Google Forms and Wealthbox integration works as expected. Depending on your setup, data should flow between Google Forms and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Google Forms and Wealthbox

Google Forms + Wealthbox + Google Sheets: When a new form is submitted in Google Forms, a new contact is created in Wealthbox, and the submission data is logged in a Google Sheet.

Wealthbox + Google Forms + Slack: When a deal closes in Wealthbox, send a Google Form to the contact for feedback and notify the team in a dedicated Slack channel.

Google Forms and Wealthbox integration alternatives

About Google Forms

Capture form data in Latenode to automate follow-ups or updates. Skip manual data entry; trigger workflows from new submissions to update databases, send emails, or create tasks in project management tools. Connect to 1000+ apps and use AI to process results without code.

About Wealthbox

Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.

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FAQ Google Forms and Wealthbox

How can I connect my Google Forms account to Wealthbox using Latenode?

To connect your Google Forms account to Wealthbox on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Google Forms and click on "Connect".
  • Authenticate your Google Forms and Wealthbox accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Wealthbox contacts from Google Form submissions?

Yes, you can! Latenode lets you instantly create or update Wealthbox contacts. Use AI to enrich form data, ensuring comprehensive and accurate contact information.

What types of tasks can I perform by integrating Google Forms with Wealthbox?

Integrating Google Forms with Wealthbox allows you to perform various tasks, including:

  • Create new Wealthbox contacts from Google Forms submissions.
  • Update existing Wealthbox contact details using form data.
  • Trigger automated email sequences in Wealthbox after form submission.
  • Log form submission data as notes within Wealthbox contacts.
  • Create Wealthbox tasks based on specific form responses.

Can I filter Google Forms submissions before updating Wealthbox?

Yes! Latenode's visual editor and JavaScript blocks let you filter submissions, ensuring only qualified leads update Wealthbox.

Are there any limitations to the Google Forms and Wealthbox integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex conditional logic might require JavaScript knowledge.
  • Rate limits on the Google Forms or Wealthbox APIs may affect performance.
  • File uploads from Google Forms have size restrictions.

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