Formidable Forms + Senta
Create new Senta clients from Formidable Forms entries
Streamline your client onboarding process with this efficient workflow. When a new entry is submitted through a Formidable Forms form, it automatically creates a new client in your Senta CRM. Save time by eliminating manual data entry and ensure that your client information is consistently up-to-date.
Streamline your client onboarding process with this efficient workflow. When a new entry is submitted through a Formidable Forms form, it automatically creates a new client in your Senta CRM. Save time by eliminating manual data entry and ensure that your client information is consistently up-to-date.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create a New Client
Create a new client in Senta
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- 14 day trial for premium features & apps
About Formidable Forms
Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.
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Forms & Surveys, WordPressAbout Senta
Senta is a cloud practice management software including marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.