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ForceManager + Typeform + Filter by Zapier

Create ForceManager CRM accounts and contacts from new Typeform form entries

Effortlessly transform your Typeform responses into fresh leads within ForceManager CRM through this integration. Whenever a new response is submitted to your form, ForceManager CRM will automatically generate an account and corresponding lead, simplifying your sales procedures and guaranteeing that no potential customers are overlooked. Allow this workflow to manage your leads, allowing you to concentrate on expanding your business.

Effortlessly transform your Typeform responses into fresh leads within ForceManager CRM through this integration. Whenever a new response is submitted to your form, ForceManager CRM will automatically generate an account and corresponding lead, simplifying your sales procedures and guaranteeing that no potential customers are overlooked. Allow this workflow to manage your leads, allowing you to concentrate on expanding your business.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this...
    ForceManagerForceManager
    Find Contact

    Finds a contact by email or phone number.

    ActionSearch
  3. then do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  4. then do this...
    ForceManagerForceManager
    Create Account

    Creates a new account.

    ActionWrite
  5. then do this!
    ForceManagerForceManager
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Form To DuplicateRequired

    • Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

    • Title of Your Duplicate Form (leave blank for same title)

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • ForceManager triggers, actions, and search

    Sales Order Updated

    Triggers when a sales order is updated.

    Trigger
    Instant
    Try It
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
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forcemanager logo

About ForceManager

ForceManager is a mobile CRM that allows you to measure, analyse and improve your sales team’s performance.
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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
typeform logo
typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

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filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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