Forminit + LeadConnector
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.
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 Submission
Triggers when new submission is received to a selected form.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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FormRequired
Try ItFirst 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
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)
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
In PipelineRequired
Moved to Stage
Try ItFirst 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
Phone Number
Email
First Name
Last Name
Full Name
