Formidable Forms + Proposify
Create new Proposify clients from new entries in Formidable Forms
Streamline your client onboarding process with this efficient workflow. Whenever a new entry is made in Formidable Forms, it will immediately create a new client in Proposify. Say goodbye to the hassle of manual data entry and welcome a seamless transition of information between your form entries and client proposals. Enhance your productivity and focus on crafting effective proposals rather than data management.
Streamline your client onboarding process with this efficient workflow. Whenever a new entry is made in Formidable Forms, it will immediately create a new client in Proposify. Say goodbye to the hassle of manual data entry and welcome a seamless transition of information between your form entries and client proposals. Enhance your productivity and focus on crafting effective proposals rather than data management.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create Client
Creates a new client.
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