Create Sierra Interactive notes for new 123FormBuilder forms
Effortlessly manage your leads by turning new form submissions from 123FormBuilder into notes in your Sierra Interactive account. This automation streamlines your lead tracking process by instantly creating a note in Sierra Interactive when someone fills out a form on your 123FormBuilder platform. Save time, stay organized, and ensure you never miss an important lead with this seamless workflow.
Effortlessly manage your leads by turning new form submissions from 123FormBuilder into notes in your Sierra Interactive account. This automation streamlines your lead tracking process by instantly creating a note in Sierra Interactive when someone fills out a form on your 123FormBuilder platform. Save time, stay organized, and ensure you never miss an important lead with this seamless workflow.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Create Note
Add a Note to the lead's history.
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