eForma + involve.me
Create new eForma leads from completed involve.me submissions
Save time and streamline your sales process by connecting involve.me and eForma. Upon receiving a completed submission in involve.me, this workflow will seamlessly create a lead in eForma, allowing you to efficiently manage and track potential clients. Enhance your productivity by automating data transfer between these two powerful tools.
Save time and streamline your sales process by connecting involve.me and eForma. Upon receiving a completed submission in involve.me, this workflow will seamlessly create a lead in eForma, allowing you to efficiently manage and track potential clients. Enhance your productivity by automating data transfer between these two powerful tools.
- When this happens...New Completed Submission
Triggers when a participant completes a submission in your funnel.
- automatically do this!Create Lead
Creates a new Lead
- Free forever for core features
- 14 day trial for premium features & apps
involve.me FunnelRequired
Try ItOrganizationRequired
EmailRequired
TagRequired
New Lead
Triggers when a new Lead is created.
Try It
OrganizationRequired
EmailRequired
OrganizationRequired
EmailRequired
TagRequired
First NameRequired
Last Name
EmailRequired
Phone NumberRequired
Date of Birth
Country
SourceRequired
Address
City
Zipcode
Staff
