DashClicks + GetLeadForms
Create new DashClicks persons (contacts) from new GetLeadForms leads
Effortlessly streamline your lead processing with this workflow. When a new lead is captured in GetLeadForms, it creates a new contact in DashClicks. By seamlessly transferring lead information, this process helps to reduce manual data entry and ensures that pivotal lead information is always at your fingertips in your DashClicks contacts.
Effortlessly streamline your lead processing with this workflow. When a new lead is captured in GetLeadForms, it creates a new contact in DashClicks. By seamlessly transferring lead information, this process helps to reduce manual data entry and ensures that pivotal lead information is always at your fingertips in your DashClicks contacts.
- When this happens...New Lead
Triggers when a new lead is pushed to the system.
- automatically do this!Create New Person (Contacts)
Create a new contact of type person in your Contacts App
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LeadBoost Form IDRequired
Try ItBusiness Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Try ItPerson Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Try ItWhich pipeline should we watch for deal stage changes?Required
When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required
Try It
New Business (Contacts)
Triggers when a new business is added to the Contacts App.
Try ItNew Person (Contacts)
Triggers when a new person is added to the Contacts App.
Try ItWhich pipeline should we watch for new deals?Required
Try ItWhich pipeline should we watch for deal status changes?Required
When a deal changes to this status, this will trigger the zap. Which status would you like?Required
Try It