Formstack + NextAgency
Create new leads in NextAgency from new Formstack submissions
When a new submission is made on Formstack, this workflow readily converts it into fresh lead information on NextAgency. Simplify your process by adopting this seamless transfer of key data-points, eliminating the need for manual data entry and maximising efficiency. This ensures you're always at the ready with the latest lead info, paving the way for proactive customer engagement and swift business actions.
When a new submission is made on Formstack, this workflow readily converts it into fresh lead information on NextAgency. Simplify your process by adopting this seamless transfer of key data-points, eliminating the need for manual data entry and maximising efficiency. This ensures you're always at the ready with the latest lead info, paving the way for proactive customer engagement and swift business actions.
- When this happens...New Form Submission
Triggers when a Form recieives a Submission.
- automatically do this!Create Lead
will create lead in NextAgency.
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New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
Create Case
Triggers when a new case is created.
Try ItNameRequired
Last Name
Contact First Name
Contact Last Name
EmailRequired
Phone NumberRequired
Lead Source
Market SegmentRequired
Custom Fields
