Tag KickoffLabs lead parents with new Formsite form results
Easily organize and tag new leads from your Formsite forms with this efficient workflow. Whenever a new form result is submitted in Formsite, the information will be sent to KickoffLabs, where the lead's parent record will be tagged accordingly. This automation streamlines your lead management process, ensuring that valuable information is always properly categorized and easy to find.
Easily organize and tag new leads from your Formsite forms with this efficient workflow. Whenever a new form result is submitted in Formsite, the information will be sent to KickoffLabs, where the lead's parent record will be tagged accordingly. This automation streamlines your lead management process, ensuring that valuable information is always properly categorized and easy to find.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Tag Lead Parent
Adds a lead tag to the parent, if one exists, of the lead being called in this tag. Useful if you want to award points to a lead that, for example, referred another lead to make a purchase.
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FormRequired
Try ItLead Generated a Referral
Triggers when a lead gets another lead to signup for your campaign.
Try ItLead Score Change
Triggers when a leads score changes.
Try ItLead Marked as Verified
Triggers when a lead clicks on a verification link.
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Lead Marked as Fraudulet
Triggers when KickoffLabs has scanned and marked a lead as fraudulent.
Try ItLead Reward Level Reached
Triggers when a lead achieves a reward level in your campaign.
Try ItLead Tagged
Triggers when a Lead Tag has been applied to a lead.
Try ItNew Lead
Triggers when a new lead is added to your campaign.
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