Autotask + Formsite
Add Formsite form results as Autotask contacts
Streamline your contact management process by connecting Formsite with Autotask. With this workflow, new form submissions in Formsite will create a contact entry in Autotask, ensuring your contact list stays up-to-date and organized. Save time and eliminate manual data entry while keeping your team's focus on nurturing relationships and growing your business.
Streamline your contact management process by connecting Formsite with Autotask. With this workflow, new form submissions in Formsite will create a contact entry in Autotask, ensuring your contact list stays up-to-date and organized. Save time and eliminate manual data entry while keeping your team's focus on nurturing relationships and growing your business.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Contact
Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
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