DeltaNet CRM + Formstack
Add new Formstack submissions as customers in DeltaNet CRM
Easily manage new customer information with this seamless automation. When a new submission is received in Formstack, this workflow will instantly add the customer details to your DeltaNet CRM, ensuring your customer database stays up-to-date and organized. Spend less time manually entering data and more time nurturing relationships with your clients.
Easily manage new customer information with this seamless automation. When a new submission is received in Formstack, this workflow will instantly add the customer details to your DeltaNet CRM, ensuring your customer database stays up-to-date and organized. Spend less time manually entering data and more time nurturing relationships with your clients.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Add Customer
Create a new customer in DeltaNet.
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New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
Processed/Unprocessed Lead
Request Type
Request Source
Customer Group
Showing Type
Assigned Agent
Office
Assignment Type
Try ItFirst NameRequired
Last NameRequired
emailRequired
Cell Phone
Daytime phone
Evening Phone
Note
FormRequired
Field identification
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Processed/Unprocessed request
Request Type
Request Source
Customer Groups
Showing Type
Assigned Agent
Office
Assignment Type
Try Itcustomer_emailRequired
NoteRequired
Date
