Formstack + Nutshell

Create new Nutshell leads from new Formstack submissions

This workflow springs into action with each new form submission you receive in Formstack, creating a new lead in Nutshell simultaneously. A perfect solution for businesses seeking to streamline their lead generation process, this workflow ensures every form submission is promptly responded to and capitalized on, ensuring no potential lead falls through the cracks. Enhance your sales cycle efficiency with this simple, yet effective, automation.

When this happens...
New Form Submission
Triggers when a Form recieives a Submission.
TriggerInstant
automatically do this!
Create Lead
Creates a new Lead.
ActionWrite

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Supported triggers and actions

What does this mean?

New Form
Triggers when a new Form is created.
Trigger
Scheduled
Try It
- FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
Write
Lead Won
Triggers when a lead is won.
Trigger
Instant
Try It
New Company
Triggers when new Company is created.
Trigger
Instant
Try It
New Person
Triggers when new Person is created.
Trigger
Instant
Try It

- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Postal Code
- Country
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Write
- Lead Name
- Products
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write

- Existing personRequired
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Territory
- Street address
- City
- Postal Code
- State
- Country
- Tags
- Full address
- Related leads
- Add a note
Action
Write
- Company nameRequired
Action
Search
- Email AddressRequired
Action
Search
- Email AddressRequired
- NameRequired
- Phone
- Related company
- Street address
- City
- Postal Code
- State
- Tags
- Territory
- Audience
- Url
- Full address
Action
Search or write

- FormRequired
- Field identification
Trigger
Instant
Try It
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
Try It
New Activity
Triggers when new Activity is created.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- NameRequired
- Email Address
- Phone
- Related company
- Street address
- City
- Postal Code
- State
- Tags
- Territory
- Audience
- Url
- Full address
Action
Write
- Existing companyRequired
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Owner
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- Country
- Postal Code
- State
- Tags
- Full address
Action
Write
- Existing leadRequired
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
Action
Write
- Email Address or Phone NumberRequired
Action
Search
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Postal Code
- Country
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Email AddressRequired
- Lead Name
- Products
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write

About Formstack

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

Learn more Help

Related categories

Forms & Surveys

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Forms & Surveys

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Forms & Surveys, WordPress

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Close

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Formstack + Nutshell

Create new Nutshell leads from new Formstack submissions

New Form

Create Form Submission

User Agent

Remote Address

Mark Submission as "read"?

Lead Won

New Company

New Person

Create Company

NameRequired

Email

Phone

Related person

Url

Street address

City

State

Postal Code

Country

Company Type

Tags

Territory

Industry

Full address

Create Lead

Lead Name

Products

Market

Pipeline

Assignee

Related company

Related person

Sources

Tags

Competitors

Note

Update Person

Existing personRequired

Name

Description

Assignee

Email Address

Phone

Url

Territory

Street address

City

Postal Code

State

Country

Tags

Full address

Related leads

Add a note

Find Account

Company nameRequired

Find Lead

Email AddressRequired

Find or Create Person

Email AddressRequired

NameRequired

Phone

Related company

Street address

City

Postal Code

State

Tags

Territory

Audience

Url

Full address

New Form Submission

FormRequired

Field identification