GoCanvas + Spotler CRM
Create new Spotler CRM accounts for new GoCanvas submissions
Effortlessly manage new submissions in your GoCanvas app by setting up this workflow to instantly create accounts in Spotler CRM. Once activated, every time a new submission is received in GoCanvas, an account will be generated in Spotler CRM, keeping your customer details organized and up-to-date. Save time and focus on more important tasks by streamlining your sales and client onboarding processes with this easy-to-use integration.
Effortlessly manage new submissions in your GoCanvas app by setting up this workflow to instantly create accounts in Spotler CRM. Once activated, every time a new submission is received in GoCanvas, an account will be generated in Spotler CRM, keeping your customer details organized and up-to-date. Save time and focus on more important tasks by streamlining your sales and client onboarding processes with this easy-to-use integration.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create Account
Finds an account within your CRM.
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