Create Service Fusion customers from new Instapage form submissions
Effortlessly streamline your Instapage and Service Fusion integration with this workflow. Once a form is submitted on Instapage, a new customer will be created in Service Fusion, saving you time and manual data entry. Keep your customer information up-to-date and let this automation handle the rest.
Effortlessly streamline your Instapage and Service Fusion integration with this workflow. Once a form is submitted on Instapage, a new customer will be created in Service Fusion, saving you time and manual data entry. Keep your customer information up-to-date and let this automation handle the rest.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Create Customer
Creates a new Service Fusion customer.
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Try ItNew Customer
Triggers when a new Service Fusion customer is created.
Try ItNew Invoice
Triggers when a new Service Fusion invoice is created.
Try ItNew Tech
Triggers when a new Service Fusion tech is created.
Try It
When Job Status Changes To
Try ItNew Estimate
Triggers when a new Service Fusion estimate is created.
Try ItNew Job
Triggers when a new Service Fusion job is created.
Try ItTypeRequired
Start DateRequired
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Task Note
Assign To (Users)
Relates To (Customers)
Relates To (Jobs)
Relates To (Estimates)
Privacy
Recurrence