Privyr + Quill Forms
Create new Privyr clients from new Quill Forms entries
Easily manage your customer relations with this time-saving workflow. When a new form entry is received in Quill Forms, it instantly creates a new client in Privyr. This efficient process ensures no potential client information is overlooked, so you can maintain focus on delivering optimal service. By streamlining your data management, this workflow helps to greatly enhance your client engagement and customer service efforts.
Easily manage your customer relations with this time-saving workflow. When a new form entry is received in Quill Forms, it instantly creates a new client in Privyr. This efficient process ensures no potential client information is overlooked, so you can maintain focus on delivering optimal service. By streamlining your data management, this workflow helps to greatly enhance your client engagement and customer service efforts.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Client
Create a new client in your Privyr account
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FormRequired
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Client NameRequired
Phone Number
Email Address
Additional Client Details
Lead SourceRequired
