Create companies in Crelate from new entries in Paperless Forms
Effortlessly streamline your onboarding process with this Paperless Forms and Crelate integration. When a new entry is submitted through Paperless Forms, this workflow will automatically create a company in Crelate. Save time and ensure accurate data across both platforms by automating this essential task.
Effortlessly streamline your onboarding process with this Paperless Forms and Crelate integration. When a new entry is submitted through Paperless Forms, this workflow will automatically create a company in Crelate. Save time and ensure accurate data across both platforms by automating this essential task.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Company
Creates a new company.
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Form Name
Try ItUpdated Company
Triggers when a company's details are updated. Does not trigger on new activities.
Try ItUpdated Contact
Triggers when a contact's details are updated. Does not trigger on new activities.
Try ItUpdated Job
Triggers when a job's details are updated. Does not trigger on new activities.
Try It
New Company
Triggers when a company is created.
Try ItNew Contact
Triggers when a contact is created.
Try ItNew Job
Triggers when a job is created.
Try ItNameRequired
External ID
Description
Company Type
Parent Company
Billing Contact
Street Address
City
State
Zip Code
Main Phone
Fax
Sales Email
Sales Phone
Support Email
Support Phone
Other Email
Skype Phone
Website
Blog
LinkedIn
Facebook