Create DeltaNet CRM customers from new GoCanvas submissions
Effortlessly streamline your sales process with this GoCanvas to DeltaNet CRM automation. When a new submission is made in GoCanvas, the workflow instantly adds a new customer to your DeltaNet CRM account. Save valuable time and stay organized by keeping your customer information up-to-date, allowing you to focus on providing exceptional service.
Effortlessly streamline your sales process with this GoCanvas to DeltaNet CRM automation. When a new submission is made in GoCanvas, the workflow instantly adds a new customer to your DeltaNet CRM account. Save valuable time and stay organized by keeping your customer information up-to-date, allowing you to focus on providing exceptional service.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Add Customer
Create a new customer in DeltaNet.
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Trigger Mid Workflow
App NameRequired
Try ItApp NameRequired
Item Description
Assign Item To
Schedule At
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
App NameRequired
Item DescriptionRequired
Reference Data IDRequired
Processed/Unprocessed request
Request Type
Request Source
Customer Groups
Showing Type
Assigned Agent
Office
Assignment Type
Try Itcustomer_emailRequired
NoteRequired
Date