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BenchmarkONE + ConvertCalculator

Create or update BenchmarkONE contacts with new submissions from ConvertCalculator

Stay on top of your contact management with this streamlined process. When a new submission comes through ConvertCalculator, this automation takes over, creating or updating a contact in BenchmarkONE. Enjoy the certainty of consistently current customer information, freeing up more time for other significant tasks.

Stay on top of your contact management with this streamlined process. When a new submission comes through ConvertCalculator, this automation takes over, creating or updating a contact in BenchmarkONE. Enjoy the certainty of consistently current customer information, freeing up more time for other significant tasks.

  1. When this happens...
    ConvertCalculatorConvertCalculator
    New Submission

    Trigger when a new form submission is added.

    TriggerScheduled
  2. automatically do this!
    BenchmarkONEBenchmarkONE
    Create/Update Contact

    Creates a new contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • ConvertCalculator triggers, actions, and search

    New Calculator

    Trigger when a new calculator is added.

    Trigger
    Scheduled
    Try It
    • Webhook NameRequired

    Trigger
    Instant
    Try It
    • Note SubjectRequired

    • Note BodyRequired

    • Contact's Email AddressRequired

    • Email TypeRequired

    • Contact StatusRequired

    • First Name

    • Last Name

    • Created At

    • Copy To Company

    • Update Last Contacted Date?

    Action
    Write
    • CalculatorRequired

    Trigger
    Scheduled
    Try It
    • TagRequired

    • Email AddressRequired

    • Email TypeRequired

    • Contact StatusRequired

    • First Name

    • Last Name

    Action
    Write
    • Update Existing ContactRequired

    • Email AddressRequired

    • Email TypeRequired

    • Contact StatusRequired

    • First Name

    • Last Name

    • Title

    • Company

    • Temperature

    • Phone Number

    • Phone Number Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    • Address Type

    • Social Media URL

    • Social Media Type

    • Instant Message Username

    • Instant Message Type

    • Website URL

    • Source

    • Tag to Add

    Action
    Write
benchmarkone logo
benchmarkone logo

About BenchmarkONE

Keep tabs on your contacts, automatically follow up on them, and track your marketing with smart insights in BenchmarkONE's simple CRM.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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convertcalculator logo
convertcalculator logo

About ConvertCalculator

ConvertCalculator is the versatile calculator builder for your website that boosts sales and reduces hassle. Let your users calculate a price quote, savings, ROI, mortgage payments or anything else that needs calculation.

Related categories

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Zapier Interfaces integrationsZapier Interfaces integrations

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