Accelo + Formstack
Create Accelo sales for new Formstack submissions
Effortlessly turn new Formstack submissions into Accelo sales with this seamless workflow. Once set up, every time a submission is received in Formstack, a sale is created in Accelo, simplifying your lead management process and helping you close deals faster. Focus on what matters most, while this efficient process handles the data transfer for you.
Effortlessly turn new Formstack submissions into Accelo sales with this seamless workflow. Once set up, every time a submission is received in Formstack, a sale is created in Accelo, simplifying your lead management process and helping you close deals faster. Focus on what matters most, while this efficient process handles the data transfer for you.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Create Sale
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
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New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
Task Assigned
Triggers when a task is assigned.
Try ItEmailRequired
First Name
Last Name
Mobile
Phone
Fax
Comments
Position
Company Name
Company Website
Company Phone
Company Fax
Company Comments
FormRequired
Field identification
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Request
Triggers when a new request is created.
Try ItTypeRequired
SubjectRequired
BodyRequired
EmailRequired
First Name
Last Name
Mobile
Phone
Fax
Company Name
Position
Company Phone
Company Fax
Company Website
Company Comments
Send on Behalf of Contact
