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Formstack + PersistIQ

Update PersistIQ prospects' status when new Formstack submissions arrive

Effortlessly keep your sales pipeline up-to-date with this Formstack to PersistIQ automation. Whenever a new submission is received in Formstack, the prospect's status will be updated in PersistIQ, ensuring your sales team always has the latest information on potential clients. Stay on top of leads and improve your sales process with this efficient workflow.

Effortlessly keep your sales pipeline up-to-date with this Formstack to PersistIQ automation. Whenever a new submission is received in Formstack, the prospect's status will be updated in PersistIQ, ensuring your sales team always has the latest information on potential clients. Stay on top of leads and improve your sales process with this efficient workflow.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    PersistIQPersistIQ
    Update Prospect Status

    Updates prospect status.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It

    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
  • PersistIQ triggers, actions, and search

    New Prospect

    Triggers when a new prospects is created.

    Trigger
    Instant
    Try It

    • Domain NameRequired

    Action
    Write

    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It

    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • PersistIQ triggers, actions, and search

    Updated Prospect

    Triggers when a prospect is updated.

    Trigger
    Instant
    Try It

    • CampaignRequired

    • Prospect EmailRequired

    Action
    Write
formstack logo
formstack logo

About Formstack

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

Related categories

  • Forms & Surveys

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persistiq logo
persistiq logo

About PersistIQ

PersistIQ is software for effective outbound sales that combines communication and workflow into one easy to use system.
Help

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