123FormBuilder + DeltaNet CRM
Create new DeltaNet CRM customers from 123FormBuilder submissions
Effortlessly keep your DeltaNet CRM up-to-date with incoming data from 123FormBuilder. This workflow is designed to streamline the process of adding new customers to your CRM whenever a form is submitted in 123FormBuilder. Save time, ensure accuracy, and maintain organized customer records with this seamless automation.
Effortlessly keep your DeltaNet CRM up-to-date with incoming data from 123FormBuilder. This workflow is designed to streamline the process of adding new customers to your CRM whenever a form is submitted in 123FormBuilder. Save time, ensure accuracy, and maintain organized customer records with this seamless automation.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Add Customer
Create a new customer in DeltaNet.
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- 14 day trial for premium features & apps
New Form
Triggers when a new form is added to your account.
Try ItProcessed/Unprocessed Lead
Request Type
Request Source
Customer Group
Showing Type
Assigned Agent
Office
Assignment Type
Try ItFirst NameRequired
Last NameRequired
emailRequired
Cell Phone
Daytime phone
Evening Phone
Note
customer_emailRequired
Blog IdRequired
