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Funil de Vendas + Typeform

"create new Funil de Vendas opportunities from new Typeform entries"

When a new entry is received in Typeform, this workflow will efficiently streamline your sales funnel by immediately creating an opportunity in the Funil de Vendas app. No longer do you need to manually import data between the two platforms. This efficient setup assists in ensuring that no potential sales opportunity is missed and provides a seamless process to manage your sales leads effectively.

When a new entry is received in Typeform, this workflow will efficiently streamline your sales funnel by immediately creating an opportunity in the Funil de Vendas app. No longer do you need to manually import data between the two platforms. This efficient setup assists in ensuring that no potential sales opportunity is missed and provides a seamless process to manage your sales leads effectively.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    Funil de VendasFunil de Vendas
    Create Opportunity

    Creates an Opportunity

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Form To DuplicateRequired

    • Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

    • Title of Your Duplicate Form (leave blank for same title)

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Opportunity titleRequired

    • Opportunity value

    • Vendor codeRequired

    • Methodology codeRequired

    • Step code

    • Sales Channel codeRequired

    • Enterprise nameRequired

    • Enterprise document (CNPJ)

    • Enterprise state registration (I.E.)

    • Enterprise segment

    • Enterprise street address

    • Contact nameRequired

    • Contact e-mail

    • Contact phone

    • Contact additional phone

    • Contact office

    • Contact document (CPF)

    • Contact additional e-mails

    • Name

    • Value

    • Annotation

    Action
    Write
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
funil-de-vendas logo
funil-de-vendas logo

About Funil de Vendas

Funil de Vendas helps to manage the whole sales process, from the search for opportunities to the closing of the deals.
Help

Related categories

  • CRM (Customer Relationship Management)

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typeform logo
typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

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