Create Accelo sales from new Ninja Forms submissions
Effortlessly streamline your sales process with this Ninja Forms and Accelo integration. When a new form submission is received in Ninja Forms, the workflow will create a sale in Accelo, ensuring client information is captured and organized in one central location. Save time, eliminate manual data entry, and improve your team's efficiency by setting up this automatic connection between your form responses and sales management tool.
Effortlessly streamline your sales process with this Ninja Forms and Accelo integration. When a new form submission is received in Ninja Forms, the workflow will create a sale in Accelo, ensuring client information is captured and organized in one central location. Save time, eliminate manual data entry, and improve your team's efficiency by setting up this automatic connection between your form responses and sales management tool.
- When this happens...New Form Submission
Triggers when a form is submitted.
- 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 Submission
Triggers when a form is submitted.
Try ItNew 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
SubjectRequired
Initial Seconds
Auto Start
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
TitleRequired
TypeRequired
EmailRequired
Salesperson
Comments
Value
Rating
First Name
Last Name
Mobile
Phone
Fax
Position
Company Name
Company Phone
Company Fax
Company Website
Company Comments
Pause Timers
Pauses any active timers.