Formsite + Salesmate
Create Salesmate records from new Formsite results
Activate this workflow to streamline your record management process. Whenever a new Formsite result is recorded, it swiftly updates your Salesmate records, ensuring your customer data is always up-to-date. This lean and efficient workflow enhances your customer relations management while allowing you to maintain your focus on top-notch customer service.
Activate this workflow to streamline your record management process. Whenever a new Formsite result is recorded, it swiftly updates your Salesmate records, ensuring your customer data is always up-to-date. This lean and efficient workflow enhances your customer relations management while allowing you to maintain your focus on top-notch customer service.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Custom Module Record
Creates a new Custom Module Record, probably with input from previous steps.
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