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Formstack + Salestrekker

Create new Salestrekker deals from new Formstack submissions for seamless deal management

Effortlessly manage your leads with this powerful automation that connects Formstack and Salestrekker. When a new submission is received in Formstack, a new deal is instantly created in Salestrekker, ensuring a seamless flow of information between the two platforms. Spend less time transferring data and focus more on closing deals and growing your business.

Effortlessly manage your leads with this powerful automation that connects Formstack and Salestrekker. When a new submission is received in Formstack, a new deal is instantly created in Salestrekker, ensuring a seamless flow of information between the two platforms. Spend less time transferring data and focus more on closing deals and growing your business.

  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!
    SalestrekkerSalestrekker
    Create New Deal

    Creates a new Deal.

    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
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
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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salestrekker logo
salestrekker logo

About Salestrekker

Salestrekker is CRM software for finance professionals.

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