Formstack + LeadConnector
Create and update LeadConnector opportunities from new Formstack submissions
Easily manage your sales opportunities with this Formstack to LeadConnector workflow. Whenever a new submission is received through Formstack, an opportunity will be added or updated in LeadConnector, keeping your sales pipeline current and organized. Save time and streamline your processes with this automation.
Easily manage your sales opportunities with this Formstack to LeadConnector workflow. Whenever a new submission is received through Formstack, an opportunity will be added or updated in LeadConnector, keeping your sales pipeline current and organized. Save time and streamline your processes with this automation.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
FormRequired
Field identification
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
