Forminit + LeadConnector integrations
Manage new Forminit submissions by adding or updating opportunities in LeadConnector
This workflow streamlines the transfer of data from new entries in Forminit to LeadConnector. When a new entry surfaces in Forminit, it promptly results in adding or updating an opportunity within LeadConnector. This workflow enhances the consistency across your platforms and simplifies your lead management process, ensuring your business opportunities stay up-to-date.
- When this happens...New SubmissionTriggers when new submission is received to a selected form.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with Forminit and LeadConnector
Discover other triggers and actions you can use with Forminit and LeadConnector
- FormRequired
Try ItTriggerPolling- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
Forminit is a complete headless backend API for your forms. You build the form. We store the submissions, validate the data, block spam, and send notifications
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LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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