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Formsite + Funil de Vendas

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.

  1. When this happens...
    FormsiteFormsite
    New Form Result

    Triggers when a user submits a new form result.

    TriggerInstant
  2. automatically do this!
    Funil de VendasFunil de Vendas
    Create Opportunity

    Creates an Opportunity

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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

    Action
    Write
formsite logo
formsite logo

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn moreHelp

Related categories

  • Forms & Surveys

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funil-de-vendas logo
funil-de-vendas logo

About Funil de Vendas

Funil de Vendas helps to manage the whole sales process, from the search for opportunities to the closing of the deals.

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