Create notes in BenchmarkONE for new forms in 123FormBuilder
Effortlessly keep track of new form submissions with this workflow, connecting 123FormBuilder and BenchmarkONE. When a new form is submitted in 123FormBuilder, a note will be added to BenchmarkONE, ensuring all the data is in one place for easy access. Streamline and organize your form tracking process with this simple automation.
Effortlessly keep track of new form submissions with this workflow, connecting 123FormBuilder and BenchmarkONE. When a new form is submitted in 123FormBuilder, a note will be added to BenchmarkONE, ensuring all the data is in one place for easy access. Streamline and organize your form tracking process with this simple automation.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Add Note
Adds a note to contact. If contact does not exist, this action creates contact and adds the note.
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New Form
Triggers when a new form is added to your account.
Try ItWebhook NameRequired
Try ItNote SubjectRequired
Note BodyRequired
Contact's Email AddressRequired
Email TypeRequired
Contact StatusRequired
First Name
Last Name
Created At
Copy To Company
Update Last Contacted Date?
FormRequired
Try ItTagRequired
Email AddressRequired
Email TypeRequired
Contact StatusRequired
First Name
Last Name
Update Existing ContactRequired
Email AddressRequired
Email TypeRequired
Contact StatusRequired
First Name
Last Name
Title
Company
Temperature
Phone Number
Phone Number Type
Address Street
Address City
Address State
Address Zip
Address Country
Address Type
Social Media URL
Social Media Type
Instant Message Username
Instant Message Type
Website URL
Source
Tag to Add