Accelo + Paperform
Create Accelo sales from new Paperform form submissions
Effortlessly manage your sales process by connecting Paperform and Accelo with this automation. When a new form submission is received in Paperform, a sale will be created in Accelo, streamlining your workflow and ensuring all important details are captured in your sales system. Stay organized and save time by letting this workflow handle the data entry for you.
Effortlessly manage your sales process by connecting Paperform and Accelo with this automation. When a new form submission is received in Paperform, a sale will be created in Accelo, streamlining your workflow and ensuring all important details are captured in your sales system. Stay organized and save time by letting this workflow handle the data entry for you.
- 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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- 14 day trial for premium features & apps
FormRequired
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.
