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DeltaNet CRM + Instapage

Create DeltaNet CRM customers from new Instapage form submissions

Save time and stay organized by automating your Instapage form submissions to create new customers in DeltaNet CRM. With this workflow, each time a user submits a form on your Instapage, their information is instantly added to your DeltaNet CRM as a new customer. Focus on nurturing leads and growing your business while the manual data entry is taken care of for you.

Save time and stay organized by automating your Instapage form submissions to create new customers in DeltaNet CRM. With this workflow, each time a user submits a form on your Instapage, their information is instantly added to your DeltaNet CRM as a new customer. Focus on nurturing leads and growing your business while the manual data entry is taken care of for you.

  1. When this happens...
    InstapageInstapage
    Form Submission

    Triggers when a new form is submitted.

    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?
    • PageRequired

    • Help Text

    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.
Help

Related categories

  • CRM (Customer Relationship Management)

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