Act! + Paperless Forms
Create Act! contacts from new Paperless Forms entries effortlessly
Effortlessly streamline your data collection and contact management process with this automation. When a new form entry is submitted in Paperless Forms, this workflow instantly adds the contact to your Act! Contact List. Save time, reduce manual data entry, and keep your contacts updated with ease.
Effortlessly streamline your data collection and contact management process with this automation. When a new form entry is submitted in Paperless Forms, this workflow instantly adds the contact to your Act! Contact List. Save time, reduce manual data entry, and keep your contacts updated with ease.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Add Contact
Creates a new contact.
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Form Name
Try ItContact Updated
Triggers when a Contact is updated.
Try ItActivity TypeRequired
Regarding
Schedule WithRequired
Start TimeRequired
End TimeRequired
Details
Location
Priority
Is Private
Name
ContactRequired
Estimated Close DateRequired
Status
Stage
Probability
Actual Close Date
Competitor
Referred By
Reason
New Contact
Triggers when a new contact is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItContactRequired
Note TextRequired
Private
Company
ID/Status
Referred By
First Name
Last Name
Email
Title
Business Phone
Mobile Phone
Business Address Line 1
Business Address Line 2
Business Address City
Business Address State
Business Address Zip Code
Business Country
Website
Last Results
