Customer Fields + Overloop

Create new Overloop prospects from new Customer Fields form submissions

Stay ahead of your competition by promptly reaching out to potential clients. With this workflow, once a new form is submitted in the Customer Fields app, a prospect is immediately created in the Overloop app. This automation ensures a seamless process of capturing lead information, saving you time while boosting your lead management efficiency.

When this happens...
New Form Submission
Triggers when a customer submits a form.
TriggerInstant
automatically do this!
Create Prospect
Create a prospect.
ActionWrite

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Supported triggers and actions

What does this mean?

- SegmentRequired
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
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Updated Customer
Triggers when a customer is updated.
Trigger
Instant
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- Customer IDRequired
Action
Write
- Search fieldRequired
- Search valueRequired
Action
Search

Deal Created
Triggers when a new deal is created.
Trigger
Scheduled
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Deal Won
Triggers when a new deal is won.
Trigger
Scheduled
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Campaign Created
Triggers when a new campaign is created.
Trigger
Scheduled
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Pipeline Created
Triggers when a new pipeline is created.
Trigger
Scheduled
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User Created
Triggers when a new user is created.
Trigger
Scheduled
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Organization Created
Triggers when a new organization is created.
Trigger
Scheduled
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Prospect Replied
Triggers when a prospect has replied for the first time.
Trigger
Scheduled
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- Title
- Value
- Expected Close Date
- Owner
- PipelineRequired
- Prospect
- Organization
Action
Write
- Email
- Title
- First Name
- Last Name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin Profile
- Lists
- Owner
Action
Write
- OrganizationRequired
- WorkflowRequired
Action
Write
- Prospect EmailRequired
Action
Write
- IDRequired
Action
Write
- First NameRequired
- Last NameRequired
- Company
- Domain
Action
Write
- IdRequired
- Name
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- Expression to search…Required
Action
Search
- Expression to searchRequired
Action
Search

- FormRequired
Trigger
Instant
Try It
- Event nameRequired
- Event detail keys
Trigger
Instant
Try It
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data Column Notice
- Add to form (ID)
Action
Write
- Customer IDRequired
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data Column Notice
- Add to form (ID)
Action
Write
- Search fieldRequired
- Search valueRequired
- First name (first_name)
- Last name (last_name)
- Email (email)
- Data Column Notice
- Add to form (ID)
Action
Search or write
Deal Lost
Triggers when a new deal is lost.
Trigger
Scheduled
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New Exclusion List Item
Triggers when a new exclusion list item is created.
Trigger
Scheduled
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List Created
Triggers when a new list is created.
Trigger
Scheduled
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Stage Created
Triggers when a new stage is created.
Trigger
Scheduled
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Workflow Created
Triggers when a new worklow is created.
Trigger
Scheduled
Try It
Prospect Created
Triggers when a new prospect is created.
Trigger
Scheduled
Try It
- ProspectRequired
- CampaignRequired
Action
Write
- NameRequired
- Website
- Phone
- Email
- Country
- City
- State
- Address
- Owner
- Description
Action
Write
- DealRequired
- WorkflowRequired
Action
Write
- ProspectRequired
- WorkflowRequired
Action
Write
- IDRequired
Action
Write
- IdRequired
- PipelineRequired
Action
Write
- IdRequired
- Title
- Value
- Expected Close Date
- Owner
- Pipeline
- Prospect
- Organization
Action
Write
- Id or emailRequired
- Email
- Title
- First Name
- Last Name
- Jobtitle
- Phone
- Country
- State
- Zip
- City
- Organization
- Industry
- Description
- Website
- Linkedin Profile
- Lists
- Owner
Action
Write
- NameRequired
Action
Search
- Expression to search…Required
Action
Search

About Customer Fields

Customer Fields provides a way to collect and store custom data for Shopify customers

Learn more

Related categories

eCommerce

About Overloop

Conversations are the blood of your growth. Our CRM is designed to help you start more conversations and close more deals.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Customer Fields + Overloop

Create new Overloop prospects from new Customer Fields form submissions

Customer Added to Segment

New Customer

Updated Customer

Send Account Invite

Customer IDRequired

Find a Customer

Search fieldRequired

Search valueRequired

Deal Created

Deal Won

Campaign Created

Pipeline Created

User Created

Organization Created

Prospect Replied

Create Deal

Title

Value

Expected Close Date

Owner

PipelineRequired

Prospect

Organization

Create Prospect

Email

Title

First Name

Last Name

Jobtitle

Phone

Country

State

Zip

City

Organization

Industry

Description

Website

Linkedin Profile

Lists

Owner

Enroll Organization

OrganizationRequired

WorkflowRequired

Exclude Prospect

Prospect EmailRequired

Mark Deal as Won

IDRequired

Search Email

First NameRequired

Last NameRequired

Company

Domain

Update Organization

IdRequired

Name

Website

Phone

Email

Country

City

State

Address

Owner

Description

Search Deal

Expression to search…Required

Search Organization

Expression to searchRequired

New Form Submission

FormRequired

Customer Event Occurred

Event nameRequired