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Freshsales Classic + Paperform

Update Freshsales Classic leads when new Paperform submissions are received

Effortlessly keep your leads updated in Freshsales Classic with this workflow. Whenever a new form submission is received in Paperform, the corresponding lead in Freshsales Classic will be updated, ensuring your CRM is always up-to-date with the latest information. Save time and reduce manual data entry, making your lead management process more efficient and seamless.

Effortlessly keep your leads updated in Freshsales Classic with this workflow. Whenever a new form submission is received in Paperform, the corresponding lead in Freshsales Classic will be updated, ensuring your CRM is always up-to-date with the latest information. Save time and reduce manual data entry, making your lead management process more efficient and seamless.

  1. When this happens...
    PaperformPaperform
    New Form Submission

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    Freshsales ClassicFreshsales Classic
    Update Lead

    Updates an existing lead; if not found, it will create a new one.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Update ByRequired

    • Enter Email / Contact IDRequired

    • NoteRequired

    Action
    Write
  • Freshsales Classic triggers, actions, and search

    New Task

    Triggers when a new task is created.

    Trigger
    Scheduled
    Try It
    • Update ByRequired

    • Enter Name / Deal IDRequired

    • NoteRequired

    Action
    Write
freshsales-classic logo
freshsales-classic logo

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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paperform logo
paperform logo

About Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.

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