Create new Funil de Vendas opportunities from Formsite form results
Effortlessly turn your Formsite form results into sales opportunities with this seamless automation. Once set up, this workflow will trigger whenever you receive a new form submission in your Formsite account, instantly creating an Opportunity in the Funil de Vendas app. Stay organized, save time, and boost your sales process efficiency with this powerful integration.
Effortlessly turn your Formsite form results into sales opportunities with this seamless automation. Once set up, this workflow will trigger whenever you receive a new form submission in your Formsite account, instantly creating an Opportunity in the Funil de Vendas app. Stay organized, save time, and boost your sales process efficiency with this powerful integration.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Opportunity
Creates an Opportunity
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FormRequired
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Opportunity titleRequired
Opportunity value
Vendor codeRequired
Methodology codeRequired
Step code
Sales Channel codeRequired
Enterprise nameRequired
Enterprise document (CNPJ)
Enterprise state registration (I.E.)
Enterprise segment
Enterprise street address
Contact nameRequired
Contact e-mail
Contact phone
Contact additional phone
Contact office
Contact document (CPF)
Contact additional e-mails
Name
Value
Annotation