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BenchmarkONE + Formsite

Create or update BenchmarkONE contacts from new Formsite form results

Streamline your contact management process with this workflow. Whenever a new form result is submitted in Formsite, it immediately creates or updates a contact in BenchmarkONE. Perfect for keeping your contact information up-to-date, this automation ensures important details from your form responses are efficiently captured and managed in BenchmarkONE.

Streamline your contact management process with this workflow. Whenever a new form result is submitted in Formsite, it immediately creates or updates a contact in BenchmarkONE. Perfect for keeping your contact information up-to-date, this automation ensures important details from your form responses are efficiently captured and managed in BenchmarkONE.

  1. When this happens...
    FormsiteFormsite
    New Form Result

    Triggers when a user submits a new form result.

    TriggerInstant
  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?
    • FormRequired

    Trigger
    Instant
    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
    • 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
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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formsite logo
formsite logo

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

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