Create new Perfex CRM customers from new forms.app form submissions
When a new form submission takes place in forms.app, this workflow instantly translates it into a new customer profile in Perfex CRM. This effective method not only enhances your data management and customer relationships, but also guarantees precise record-keeping, saving you significant time and effort.
When a new form submission takes place in forms.app, this workflow instantly translates it into a new customer profile in Perfex CRM. This effective method not only enhances your data management and customer relationships, but also guarantees precise record-keeping, saving you significant time and effort.
- When this happens...New Form Submission
Triggers when a new submission is received for a form.
- automatically do this!Create Customer
Creates a Customer in the system.
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