Formsite + The Customer Factor
Create prospects in The Customer Factor from new Formsite form results
Effortlessly turn new Formsite form submissions into prospects in The Customer Factor with this seamless workflow. Once set up, each time a user submits a form on Formsite, their information will be used to create a new prospect within The Customer Factor. This automation ensures that you never miss out on potential leads and helps maintain an up-to-date sales pipeline.
Effortlessly turn new Formsite form submissions into prospects in The Customer Factor with this seamless workflow. Once set up, each time a user submits a form on Formsite, their information will be used to create a new prospect within The Customer Factor. This automation ensures that you never miss out on potential leads and helps maintain an up-to-date sales pipeline.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Prospect
This action will create the prospect in The Customer Factor
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FormRequired
Try ItEstimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try It
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
