How to connect Formsite + Inside Sales Box
Zapier lets you send info between Formsite and Inside Sales Box automatically—no code required.
When this happens...
automatically do this!
- New Form ResultTriggers when a user submits a new form result.Trigger
- Lead Stage ChangeTriggers when a lead stage changed.Trigger
- New Call InteractionTriggers when a new call interaction is created.Trigger
- New Email InteractionTriggers when a new email interaction is created.Trigger
- New LeadTriggers every time when a new lead is created in Inside Sales Box.Trigger
- Create LeadCreates a new lead.Action
- Update LeadUpdate details of an existing lead.Action
- Find LeadFinds a lead.Action
- Inside Sales Box
Find or Create a Lead
- Step 1: Authenticate Formsite and Inside Sales Box.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.