DeltaNet CRM + involve.me
Add new involve.me submissions as customers in DeltaNet CRM
Easily manage your involve.me form submissions by automatically adding customers to your DeltaNet CRM. With this workflow, each time a new completed submission is made in involve.me, a customer will be created in the DeltaNet CRM app, keeping your customer database updated and organized. Eliminate manual data entry and streamline your customer management process with this efficient automation.
Easily manage your involve.me form submissions by automatically adding customers to your DeltaNet CRM. With this workflow, each time a new completed submission is made in involve.me, a customer will be created in the DeltaNet CRM app, keeping your customer database updated and organized. Eliminate manual data entry and streamline your customer management process with this efficient automation.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Add Customer
Create a new customer in DeltaNet.
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItOrganizationRequired
EmailRequired
TagRequired
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
OrganizationRequired
EmailRequired
OrganizationRequired
EmailRequired
TagRequired
Processed/Unprocessed request
Request Type
Request Source
Customer Groups
Showing Type
Assigned Agent
Office
Assignment Type
Try Itcustomer_emailRequired
NoteRequired
Date
