Formsite + NeonCRM
Create NeonCRM activities for new Formsite form results
Effortlessly manage your Formsite form entries and keep your NeonCRM activities up to date with this streamlined workflow. When a new form result is submitted on Formsite, an activity will be created in NeonCRM, ensuring that key information is transferred and organized for better customer engagement and data analysis. Save time and maintain consistency by automating this process, allowing you to focus on more important tasks.
Effortlessly manage your Formsite form entries and keep your NeonCRM activities up to date with this streamlined workflow. When a new form result is submitted on Formsite, an activity will be created in NeonCRM, ensuring that key information is transferred and organized for better customer engagement and data analysis. Save time and maintain consistency by automating this process, allowing you to focus on more important tasks.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Activity
Creates a new activity.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItNew Activity
Triggers when a new activity is created.
Try ItSubjectRequired
Note
Start DateRequired
Start Time
End Date
End Time
Client Account IDRequired
System User ID
StatusRequired
PriorityRequired
Account IDRequired
Amount (in USD)Required
Donation Date/TimeRequired
StatusRequired
Campaign
Fund
Purpose
Source
Solicitation Method
Send Acknowledgement Email
AnonymousRequired
Tender TypeRequired
New Account
Triggers when a new account is created.
Try ItNew Donation
Triggers when a new donation is created.
Try ItAccount TypeRequired
Middle Name
Preferred Name
Suffix
Salutation
Title
Department
Deceased
Email 1
Email 2
Email 3
Gender
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
Address Type
Fax Number
Fax Type
Phone 1
Phone 1 Type
Phone 2
Phone 2 Type
Phone 3
Phone 3 Type
URL
Source
Send System Email
No Solicitation
Account IDRequired
Middle Name
Preferred Name
Salutation
Title
Department
Email 1
Fax Number
Phone 1
Phone 2
Phone 3
Source
Send System Email
Do Not Contact
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
