Create Holded deals from new Instapage form submissions
Save time and streamline your sales process by connecting your Instapage form submissions to your Holded account. With this automation, every time a form is submitted on Instapage, a new deal is created in Holded. It helps you efficiently track leads, follow up on inquiries, and ultimately close more deals without manual data entry.
Save time and streamline your sales process by connecting your Instapage form submissions to your Holded account. With this automation, every time a form is submitted on Instapage, a new deal is created in Holded. It helps you efficiently track leads, follow up on inquiries, and ultimately close more deals without manual data entry.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Create Deal
Creates a new CRM Deal
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Help Text
Try ItNew Deal
Triggers when a new CRM Deal is created
Try ItNew Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItNew Sales Receipt
Triggers when a new sales receipt has been created
Try It
New Contact
Triggers when a new contact is created
Try ItNew Sales Invoice
Triggers when a new sales invoice is created
Try ItNew Sales Order
Triggers when a new sales order is created
Try ItContact NameRequired
Contact Code
Contact Relationship
Contact type
Contact Email
Phone Number
Mobile Phone
Website
Address
City
Postal Code
Province
Country
IBAN
Swift
Sepa Reference
Note
Currency
Language
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