Agile CRM + Paperform
Add notes in Agile CRM for new Paperform form submissions
Effortlessly capture valuable information from your Paperform submissions and store it in Agile CRM with this streamlined workflow. When a new form submission is received on Paperform, a note will be added to the relevant contact in Agile CRM, keeping your customer relationship management organized and up-to-date. This seamless process ensures you're always in the loop with your clients' activity, enhancing your overall efficiency and communication.
Effortlessly capture valuable information from your Paperform submissions and store it in Agile CRM with this streamlined workflow. When a new form submission is received on Paperform, a note will be added to the relevant contact in Agile CRM, keeping your customer relationship management organized and up-to-date. This seamless process ensures you're always in the loop with your clients' activity, enhancing your overall efficiency and communication.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Add Note
Add a Note to the Contact.
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