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123FormBuilder + Capsule CRM

Create tasks in Capsule CRM from new 123FormBuilder forms

Effortlessly enhance your lead management process with this 123FormBuilder and Capsule CRM workflow. When a new form is submitted via 123FormBuilder, a task is immediately created in Capsule CRM, ensuring a smooth and efficient follow-up process for your team. Stay focused on converting leads and nurturing relationships while this workflow takes care of task organization for you.

Effortlessly enhance your lead management process with this 123FormBuilder and Capsule CRM workflow. When a new form is submitted via 123FormBuilder, a task is immediately created in Capsule CRM, ensuring a smooth and efficient follow-up process for your team. Stay focused on converting leads and nurturing relationships while this workflow takes care of task organization for you.

  1. When this happens...
    123FormBuilder123FormBuilder
    New Form

    Triggers when a new form is added to your account.

    TriggerScheduled
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Task

    Creates a new Task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 123FormBuilder triggers, actions, and search

    New Form

    Triggers when a new form is added to your account.

    Trigger
    Scheduled
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • FormRequired

    Trigger
    Scheduled
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
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123formbuilder logo

About 123FormBuilder

123FormBuilder is an easy way to create and use free html forms for your website using their online contact form generator!
Learn moreHelp

Related categories

  • Forms & Surveys

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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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