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Compass + Formstack

Create new Compass leads from new Formstack submissions

Capture leads from Formstack submissions and seamlessly add them to Compass with this streamlined workflow. Once set up, this automation creates a new lead in Compass every time someone submits a form on Formstack. Save time and ensure no potential clients are missed by connecting your lead generation process with your real estate tools efficiently.

Capture leads from Formstack submissions and seamlessly add them to Compass with this streamlined workflow. Once set up, this automation creates a new lead in Compass every time someone submits a form on Formstack. Save time and ensure no potential clients are missed by connecting your lead generation process with your real estate tools efficiently.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    CompassCompass
    Create a New Lead

    Create a new lead in your Compass CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It
    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • Tags

    Action
    Write
    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
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compass-da26590 logo

About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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formstack logo
formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

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