DeltaNet CRM + Paperless Forms
Create DeltaNet CRM customers from new Paperless Forms entries
Effortlessly manage your contacts with this Paperless Forms and DeltaNet CRM integration. When a new entry is submitted through Paperless Forms, this workflow automatically creates a new customer in DeltaNet CRM, ensuring your contact list stays up-to-date and organized. Streamline your data entry process and maintain a seamless connection between both apps.
Effortlessly manage your contacts with this Paperless Forms and DeltaNet CRM integration. When a new entry is submitted through Paperless Forms, this workflow automatically creates a new customer in DeltaNet CRM, ensuring your contact list stays up-to-date and organized. Streamline your data entry process and maintain a seamless connection between both apps.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Add Customer
Create a new customer in DeltaNet.
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Form Name
Try ItProcessed/Unprocessed request
Request Type
Request Source
Customer Groups
Showing Type
Assigned Agent
Office
Assignment Type
Try Itcustomer_emailRequired
NoteRequired
Date
Customer emailRequired
Start DateRequired
RepeatRequired
End Date
ActionRequired
Note
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
customer_emailRequired
Blog IdRequired
EmailRequired
Group IDRequired
