Formstack + LeadSimple

Create leads in LeadSimple from new Formstack submissions

Effortlessly manage new submissions from Formstack with this seamless workflow that creates leads in LeadSimple. As soon as you receive a new submission in Formstack, a corresponding lead will be created in LeadSimple, ensuring that you never miss an opportunity for sales growth. Say goodbye to manual data entry and focus on nurturing your business relationships.

When this happens...
New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
TriggerInstant
automatically do this!
Create Lead
Creates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
ActionWrite

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Supported triggers and actions

What does this mean?

New Form
Triggers when a new Form is created.
Trigger
Scheduled
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- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
Call Completed
Triggers when a new call is completed.
Trigger
Instant
Try It
Lead Changes Stage
Triggers when a lead changes stages.
Trigger
Instant
Try It
Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It

Lead Is Reassigned
Triggers when a lead is reassigned.
Trigger
Instant
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Outbound Conversation Created
Triggers when an outbound conversation is created.
Trigger
Instant
Try It

Process Changes Tags
Triggers when a process changes tags.
Trigger
Instant
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Process Reassigned
Triggers when a process is reassigned.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- Name
- Comments
- PipelineRequired
- StageRequired
- Source
- Assignee
- Tags
- Created At
- Closed At
- Cost
- Value
- Num Units
- Full Name
- Email Addresses
- Company Name
- Mobile Phone Number
- Office Phone
- Home Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Street Address
- City
- State
- Zip Code
- Property Type
- Bathrooms
- Bedrooms
- Occupancy
- Square Feet
- Estimated Rent
- Lease start date
- Lease end date
Action
Write
- Name
- Comments
- Process TypeRequired
- StageRequired
- User
- Tags
- Due At
- Property
- Unit
Action
Write
- ConversationRequired
- TagRequired
Action
Write
- ConversationRequired
- Assignee
- Status
- Snooze Expiration
Action
Write
- Process TypeRequired
- ProcessRequired
- Name
- Comments
- Tags
- Stage
- Assignee
Action
Write
- PropertyRequired
- UnitRequired
- Unit Number
- Num Bedrooms
- Num Bathrooms
- Occupancy
- Square Feet
- Estimated Rent
- Delinquent Rent
- Lease Start Date
- Lease End Date
- Tags
Action
Write
- PipelineRequired
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- IDRequired
Action
Search

- FormRequired
- Field identification
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Lead Changes Pipeline
Triggers when a lead changes pipelines.
Trigger
Instant
Try It
Lead Changes Tags
Triggers when a lead's tags change.
Trigger
Instant
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Lead Opens Email
Triggers when a lead opens email.
Trigger
Instant
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Inbound Conversation Created
Triggers when an inbound conversation is created.
Trigger
Instant
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Process Changes Stage
Triggers when a process changes stages.
Trigger
Instant
Try It
Process Created
Triggers when a new process is created.
Trigger
Instant
Try It
Task Completed
Triggers when a task is completed.
Trigger
Instant
Try It
- From NumberRequired
- To NumberRequired
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
Action
Write
- LeadRequired
- Note TextRequired
- Created At
Action
Write
- ProcessRequired
- Note TextRequired
- Created At
Action
Write
- ContactRequired
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
Action
Write
- PipelineRequired
- LeadRequired
- Name
- Comments
- Tags
- Stage
- Assignee
- Num Units
Action
Write
- PropertyRequired
- Property Type
- Address Line 1
- Address City
- Address State
- Address Zip Code
- Tags
Action
Write
- SearchRequired
Action
Search
- Process Type
- SearchRequired
Action
Search
- PropertyRequired
- SearchRequired
Action
Search
- IDRequired
Action
Search

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.

Learn more Help

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About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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PRODUCTS

CAPABILITIES

By team

Formstack + LeadSimple

Create leads in LeadSimple from new Formstack submissions

New Form

Create Form Submission

User Agent

Remote Address

Mark Submission as "read"?

Call Completed

Lead Changes Stage

Lead Created

Lead Is Reassigned

Outbound Conversation Created

Process Changes Tags

Process Reassigned

Task Created

Create Lead

Name

Comments

PipelineRequired

StageRequired

Source

Assignee

Tags

Created At

Closed At

Cost

Value

Num Units

Full Name

Email Addresses

Company Name

Mobile Phone Number

Office Phone

Home Phone

Mailing Address

Mailing Address City

Mailing Address State

Mailing Address Zip Code

Street Address

City

State

Zip Code

Property Type

Bathrooms

Bedrooms

Occupancy

Square Feet

Estimated Rent

Lease start date

Lease end date

Create Process

Name

Comments

Process TypeRequired

StageRequired

User

Tags

Due At

Property

Unit

Tag Conversation

ConversationRequired

TagRequired

Update Conversation

ConversationRequired

Assignee

Status

Snooze Expiration

Update Process

Process TypeRequired

ProcessRequired

Name

Comments

Tags

Stage

Assignee

Update Unit