Create BrightManager clients from new Google Forms submissions
Set up this Zap to automatically create a client in BrightManager from a new Google Forms submission, preventing the need for duplicate data entry. Once a client had been created in BrightManager, you can harness the power of AM to automate your client engagement.
Set up this Zap to automatically create a client in BrightManager from a new Google Forms submission, preventing the need for duplicate data entry. Once a client had been created in BrightManager, you can harness the power of AM to automate your client engagement.
- When this happens...New Form Response
Triggers when a new form response is received.
- automatically do this!Create Client
Create a new Client within BrightManager
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FormRequired
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Client Deleted
Triggers when a Client is deleted within BrightManager.
Try ItClient Updated
Triggers when a Client/Prospect is updated within BrightManager.
Try It
FormRequired
Try ItClient Created
Triggers when a Client is created within BrightManager.
Try ItClient Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItClient NameRequired
Legal FormRequired
Client StatusRequired
Company Number
Registered Address Line 1
Registered Address Line 2
Registered Address Line 3
Registered Address Line 4
Registered Address City
Registered Address Region
Registered Address Postcode
Registered Address Country
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Title
First NameRequired
Middle Name
Last NameRequired
Email Address
Telephone Number
Mobile Number
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Title
First Name
Middle Name
Last Name
Email Address
Telephone Number
Mobile Number
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Client Manager
Client Partner