FYI + Leadpages
Create or update FYI tasks from new Leadpages form submissions
Effortlessly manage your leads and tasks in one place with this seamless workflow between Leadpages and FYI. When a new form submission is received in Leadpages, this automation creates or updates a task in FYI, ensuring you stay on top of your leads and never miss an opportunity. Save time and improve lead management by keeping your tasks up-to-date with every form submission.
Effortlessly manage your leads and tasks in one place with this seamless workflow between Leadpages and FYI. When a new form submission is received in Leadpages, this automation creates or updates a task in FYI, ensuring you stay on top of your leads and never miss an opportunity. Save time and improve lead management by keeping your tasks up-to-date with every form submission.
- When this happens...New Form Submission
Triggers when a visitor submits a form on a page.
- automatically do this!Create or Update Task
Create or Update a Task in FYI.
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FormRequired
Try ItNameRequired
Client Email
User Email
Client Code
Export Code
XPM ID
FileRequired
NameRequired
Create job if it doesn’t exist yetRequired
Client Email
Client Name
Job Code
Partner Email
Manager Email
Start Date
Due Date
NameRequired
HTMLRequired
Source
Client Email
User Email
Client Code
Export Code
XPM ID
NameRequired
Client EmailRequired
Create client if it doesn’t exist yetRequired
Export to xero if connectedRequired
Export Code
Group Name
Phone Number
Mobile Number
Partner Email
Manager Email
NameRequired
Create group if it doesn’t exist yetRequired
NameRequired
Web LinkRequired
Source
Client Email
User Email
Client Code
Export Code
XPM ID
SubjectRequired
Start DateRequired
Due DateRequired
Create task if it doesn’t exist yetRequired
Client Email
Client Name
Task Code
Assignee Email
Delegator Email
Message
