Create new IXACT Contact CRM leads from new Paperform form submissions
This workflow begins when a new form submission takes place in Paperform. It then creates a lead in the IXACT Contact CRM, effectively streamlining your lead generation process. No longer will you need to manually copy data between the two platforms, saving you time and reducing the risk of errors. This automation optimizes your management process and allows you to focus on converting those leads into successful deals.
This workflow begins when a new form submission takes place in Paperform. It then creates a lead in the IXACT Contact CRM, effectively streamlining your lead generation process. No longer will you need to manually copy data between the two platforms, saving you time and reducing the risk of errors. This automation optimizes your management process and allows you to focus on converting those leads into successful deals.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Lead
Create a new lead
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FormRequired
Try ItFirst NameRequired
Last Name
Email
Company Name
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Original Source
Groups
Notes
First NameRequired
Last Name
Email
Company Name
Job Title
Website
Home address1
Home Address2
Home City
Home State / Province
Home Zip / Postal Code
Home Country
Home Phone
Mobile Phone
Work Phone
Fax
Contact Status
Original Source
Groups
Notes