Create new OfficeRnD opportunities from Formstack submissions
Effortlessly streamline your sales process with this automation that instantly creates new opportunities in OfficeRnD when a submission is received via Formstack. Say goodbye to manual data entry and wasted time, as this workflow keeps your CRM up-to-date, ensuring you never miss a potential opportunity again. Stay ahead of the game and watch your business grow with this seamless integration.
Effortlessly streamline your sales process with this automation that instantly creates new opportunities in OfficeRnD when a submission is received via Formstack. Say goodbye to manual data entry and wasted time, as this workflow keeps your CRM up-to-date, ensuring you never miss a potential opportunity again. Stay ahead of the game and watch your business grow with this seamless integration.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Create Opportunity
Triggers when a new opportunity is added.
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