BenchmarkONE + Paperless Forms
Create tags in BenchmarkONE for new Paperless Forms entries
Effortlessly keep your contact list organized with this Paperless Forms and BenchmarkONE integration. When a new entry is submitted via Paperless Forms, this workflow will instantly add a tag to the corresponding contact in BenchmarkONE. Stay up-to-date and maintain a streamlined contact management system without any manual work.
Effortlessly keep your contact list organized with this Paperless Forms and BenchmarkONE integration. When a new entry is submitted via Paperless Forms, this workflow will instantly add a tag to the corresponding contact in BenchmarkONE. Stay up-to-date and maintain a streamlined contact management system without any manual work.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Add Tag
Adds tag to contact. If contact does not exist, this action creates contact and adds tags.
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Form Name
Try ItTagRequired
Email AddressRequired
Email TypeRequired
Contact StatusRequired
First Name
Last Name
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
Webhook NameRequired
Try ItNote SubjectRequired
Note BodyRequired
Contact's Email AddressRequired
Email TypeRequired
Contact StatusRequired
First Name
Last Name
Created At
Copy To Company
Update Last Contacted Date?
