Deskera + Formsite
Create new Deskera deals from new Formsite form results
Effortlessly manage your sales leads and deals with this Formsite and Deskera automation. Once a new form result is submitted in Formsite, a corresponding deal will be created in Deskera CRM. This streamlined workflow ensures you stay on top of potential opportunities and easily track progress without any manual intervention. Simplify your sales process and improve efficiency with this powerful integration.
Effortlessly manage your sales leads and deals with this Formsite and Deskera automation. Once a new form result is submitted in Formsite, a corresponding deal will be created in Deskera CRM. This streamlined workflow ensures you stay on top of potential opportunities and easily track progress without any manual intervention. Simplify your sales process and improve efficiency with this powerful integration.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create a New Deal in CRM
Creates a new Deal in CRM on a specified action
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItNew CRM+ Deal
Triggers when a New Deal is Created in CRM+.
Try ItNew CRM Contact
Triggers when a New Contact is Created in CRM.
Try ItNew Product
Triggers when a New Product is Created.
Try It
New CRM+ Contact
Triggers when a New Contact is Created in CRM+.
Try ItNew Contact
Triggers when a New Contact is Created.
Try ItNew CRM Deal
Triggers when a New Deal is Created in CRM.
Try ItAccount CodeRequired
Account NameRequired
Account DescriptionRequired
Account Group IdRequired
Account Group NameRequired
Tax CodeRequired
Currency CodeRequired
Account StatusRequired
