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OpenCRM logoOpenCRM logo

GoCanvas + OpenCRM

GoCanvas + OpenCRM

GoCanvas + OpenCRM integrations

Create and update OpenCRM leads from new GoCanvas submissions

Effortlessly streamline your lead management process with this seamless workflow that connects GoCanvas and OpenCRM. When you receive a new submission in GoCanvas, a corresponding lead will automatically be created or updated in OpenCRM. This time-saving automation helps you stay organized and focused on nurturing your leads for maximum conversion.

  1. When this happens...
    New Submission
    New Submission
    New SubmissionTriggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
    TriggerInstant
  2. automatically do this!
    New/Update Lead
    New/Update Lead
    New/Update LeadCreate or update a Lead in your OpenCRM system.
    ActionWrite
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More things you can do with GoCanvas and OpenCRM

Discover other triggers and actions you can use with GoCanvas and OpenCRM

    • Trigger Mid Workflow
    • App Name
      Required
    Trigger
    Instant
    Try It
    • App Name
      Required
    • Item Description
    • Assign Item To
    • Schedule At
    Action
    Write
  • OpenCRM triggers, actions, and search
    New/Update Activity

    Create or update an Activity in your OpenCRM system.

    Action
    Write
  • OpenCRM triggers, actions, and search
    New/Update Contact

    Create or update a Contact in your OpenCRM system.

    Action
    Write
    • App Name
      Required
    • Item Description
      Required
    Action
    Write
    • Reference Data ID
      Required
    Action
    Write
  • OpenCRM triggers, actions, and search
    New/Update Company

    Create or update a new company in your OpenCRM system.

    Action
    Write
  • OpenCRM triggers, actions, and search
    New/Update Lead

    Create or update a Lead in your OpenCRM system.

    Action
    Write
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About GoCanvas
GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.
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About OpenCRM
OpenCRM is a UK CRM system that helps you manage sales, customers, contacts, finances, projects, and more.
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