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DeltaNet CRM + Formsite

Add new Formsite form results as customers in DeltaNet CRM

Effortlessly transfer new Formsite form submissions into DeltaNet CRM as customers with this seamless workflow. When a user completes a form on Formsite, their information will be instantly added as a customer in DeltaNet CRM, streamlining your data management and saving valuable time. Improve your customer acquisition process and keep your CRM up-to-date with this powerful automation.

Effortlessly transfer new Formsite form submissions into DeltaNet CRM as customers with this seamless workflow. When a user completes a form on Formsite, their information will be instantly added as a customer in DeltaNet CRM, streamlining your data management and saving valuable time. Improve your customer acquisition process and keep your CRM up-to-date with this powerful automation.

  1. When this happens...
    FormsiteFormsite
    New Form Result

    Triggers when a user submits a new form result.

    TriggerInstant
  2. automatically do this!
    DeltaNet CRMDeltaNet CRM
    Add Customer

    Create a new customer in DeltaNet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Processed/Unprocessed request

    • Request Type

    • Request Source

    • Customer Groups

    • Showing Type

    • Assigned Agent

    • Office

    • Assignment Type

    Trigger
    Scheduled
    Try It
    • customer_emailRequired

    • NoteRequired

    • Date

    Action
    Write
    • Customer emailRequired

    • Start DateRequired

    • RepeatRequired

    • End Date

    • ActionRequired

    • Note

    Action
    Write
    • Processed/Unprocessed Lead

    • Request Type

    • Request Source

    • Customer Group

    • Showing Type

    • Assigned Agent

    • Office

    • Assignment Type

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • emailRequired

    • Cell Phone

    • Daytime phone

    • Evening Phone

    • Note

    Action
    Write
    • customer_emailRequired

    • Blog IdRequired

    Action
    Write
    • EmailRequired

    • Group IDRequired

    Action
    Write
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About DeltaNet CRM

DeltaNET CRM App is CRM and leads management tool for real estate agents.
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Related categories

  • CRM (Customer Relationship Management)

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