Cognito Forms + Halo Service Solutions
Create new Halo Service Solutions customers from new entries in Cognito Forms
Create a seamless workflow between Cognito Forms and Halo Service Solutions with this template. Whenever a new entry is made in Cognito Forms, a customer record gets created in Halo Service Solutions. This automation ensures that your customer data is consistent and up-to-date across both platforms, saving you time on manual data entry and boosting your business efficiency.
Create a seamless workflow between Cognito Forms and Halo Service Solutions with this template. Whenever a new entry is made in Cognito Forms, a customer record gets created in Halo Service Solutions. This automation ensures that your customer data is consistent and up-to-date across both platforms, saving you time on manual data entry and boosting your business efficiency.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Customer
Creates a new Customer in Halo.
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