Add contacts in Systemate for new formless responses
Effortlessly keep your Systemate contacts up-to-date with new formless responses using this workflow. When a new entry is submitted in formless, the contact will be created or updated, and moved to the designated group in Systemate. Simplify your contact management process, save time, and ensure your records are always accurate with this automation.
Effortlessly keep your Systemate contacts up-to-date with new formless responses using this workflow. When a new entry is submitted in formless, the contact will be created or updated, and moved to the designated group in Systemate. Simplify your contact management process, save time, and ensure your records are always accurate with this automation.
- When this happens...New Response
Triggers when a new response is submitted.
- automatically do this!Create/Update Contact/Move Contact
Creates a new Contact, Updates existing Contact & Moves the Contact anywhere in your pipelines
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First Name
Last Name
Email
Phone
Property Address
Property City
Property State
Property Zip
Tax Mailing Address
Tax Mailing City
Tax Mailing State
Tax Mailing Zip
Other Address
Other City
Other State
Other Zip
Pipeline
Stage
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