Create merged documents in Formstack Documents from new Kommo leads
Streamline your lead management process with this efficient automation. When a new lead is added in Kommo, a document merge is instantly created in Formstack Documents. Save time, stay organized, and ensure that your Formstack Documents are always up-to-date with the latest lead information from Kommo.
Streamline your lead management process with this efficient automation. When a new lead is added in Kommo, a document merge is instantly created in Formstack Documents. Save time, stay organized, and ensure that your Formstack Documents are always up-to-date with the latest lead information from Kommo.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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