CASEpeer + Instapage
Create new CASEpeer leads from Instapage form submissions
Easily capture and manage new leads by connecting your Instapage form submissions to CASEpeer. With this workflow, every time you receive a form submission on Instapage, a new lead is created in CASEpeer. This automation helps streamline your lead management process, saving you time and ensuring a consistent follow-up with potential clients.
Easily capture and manage new leads by connecting your Instapage form submissions to CASEpeer. With this workflow, every time you receive a form submission on Instapage, a new lead is created in CASEpeer. This automation helps streamline your lead management process, saving you time and ensuring a consistent follow-up with potential clients.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Create Lead
Creating a lead action
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PageRequired
Help Text
Try ItReceived Client Text Message
Triggers when a client sends a text message.
Try ItNew Lead
Triggers when a new lead is captured.
Try ItCase NoteRequired
CaseRequired
Case Status Change
Triggers when a case changes status.
Try ItNew Case
Triggers when a new case is created.
Try ItCase TypeRequired
Phone TypeRequired
Date Of InjuryRequired
Phone NumberRequired
First NameRequired
Last NameRequired
Middle Name
Email
Nick Name
Source Type
Source Detail
Date of Birth
Language
Incident Description
Description of Injuries
Case StatusRequired
TaskRequired
Priority
CaseRequired
Created ByRequired
Assigned ToRequired
Urgent
Due DateRequired
Date To Show
