DataScope Forms + Keller Williams Command

DataScope Forms + Keller Williams Command integrations

Create new Keller Williams Command contacts or leads from new DataScope Forms entries

When a new form entry is added to your DataScope Forms, this automation will create a new contact or lead in your Keller Williams Command app. Streamline your workflow by ensuring every response is instantly captured, eliminating the need for manual data transfer. This solution saves time, reduces errors, and keeps your contact and lead information up-to-date, enhancing efficiency in your business process.

When this happens...
Forms: New Form EntryTriggers when a new form answer/entry is created. Only one active Zap per form.
TriggerInstant
automatically do this!
Create Contact or LeadCreates a new contact.
ActionWrite

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More things you can do with DataScope Forms and Keller Williams Command

Discover other triggers and actions you can use with DataScope Forms and Keller Williams Command

- Form
Trigger
Instant
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Tickets: New Ticket (FKA Issue)
Triggers when a ticket is created. Only one active Zap per account.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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- Form
Trigger
Instant
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- Form
Trigger
Instant
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- Form Name
  Required
- User Email
  Required
- Location Name
- Location Address
- Task Instructions
- Task Date
- Assign ID
- Hours to Perform Task
- Location Phone
- Location Code
- Location Email to Notify
- Company Name
- Company Legal ID
- Latitude
- Longitude
- Make this task mandatory (All users must answer to the task)
- Allow the task to be answered after the due date has been reached
Action
Write
- Ticket Type
- Author email
- Ticket Name
  Required
- Ticket Description
  Required
- Ticket Expiration Date
- Ticket Status
- Ticket Priority
- Assignees
- Invitees
- Ticket Location ID
- Ticket Location Name
Action
Write

- Data Template
  Required
- Emails to notify
Action
Write
Create MC Recruits
Creates a new MC recruit.
Action
Write

Tickets: Changed Status (FKA Issue)
Triggers when a ticket changes its status. Only one active Zap per account.
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form
Trigger
Instant
Try It
- Form
Trigger
Instant
Try It
- Form Name
  Required
- User Email
  Required
- Location Name
- Location Address
- Task Instructions
- Task Date
- Assign ID
- Hours to Perform Task
- Location Phone
- Location Code
- Location Email to Notify
- Company Name
- Company Legal ID
- Latitude
- Longitude
- Make this task mandatory (All users must answer to the task)
- Allow the task to be answered after the due date has been reached
Action
Write
- Form Status
- Form Name
- Form Code
Action
Write
- Form Name
  Required
- From Code
  Required
- Question Name
  Required
- Question Value
  Required
Action
Write
Create Contact or Lead
Creates a new contact.
Action
Write

About DataScope Forms

DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage field teams and share business insights.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

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

About Keller Williams Command

Keller Williams Command is a dashboard that allows you to optimize, manage, and run your business with simplicity and insight.