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Keep In Touch + Paperless Forms

Add new Paperless Forms entries as contacts in Keep In Touch

Effortlessly manage your contacts by connecting Paperless Forms and Keep In Touch. With this workflow, every time a new entry is submitted through your Paperless Forms, a contact will be created in Keep In Touch. Streamline your contact management process while ensuring all your valuable data is accurately transferred and organized.

Effortlessly manage your contacts by connecting Paperless Forms and Keep In Touch. With this workflow, every time a new entry is submitted through your Paperless Forms, a contact will be created in Keep In Touch. Streamline your contact management process while ensuring all your valuable data is accurately transferred and organized.

  1. When this happens...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    Keep In TouchKeep In Touch
    Create Contact

    Adds a contact to the database.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Form Name

    Trigger
    Instant
    Try It

    • Team Member ID

    • Deal Name

    • Deal Type

    • Deal Stage

    • Deal Status

    • Probability

    • Amount

    • Commission

    • Opened Date

    • Expected Close Date

    • Actual Closed Date

    • Note

    • Primary Contact ID

    Trigger
    Scheduled
    Try It

    • First NameRequired

    • Last NameRequired

    • Other Firstname

    • Other Lastname

    • Company

    • Address

    • City

    • State

    • Postalcode

    • Phone1

    • Fax

    • Email

    • Custom1

    • Memo

    • Category

    • Source

    • Category2

    • Custom2

    • Custom3

    • Custom4

    • Custom5

    • Custom6

    • Custom7

    • Custom8

    • Custom9

    • Custom10

    • Custom11

    • Custom12

    • Custom13

    • Custom14

    • Custom15

    • Custom16

    • Custom17

    • Custom18

    • Custom19

    • Custom20

    Action
    Write

    • EmailRequired

    Action
    Write

    • Source

    • Category2

    • Category

    Trigger
    Scheduled
    Try It

    • Deal TypeRequired

    • Deal StageRequired

    • Deal StatusRequired

    • Deal Name

    • Probability

    • Amount

    • Commission

    • Open Date

    • Expected Close Date

    • Actual Close Date

    • Next Step

    • Note

    • Primary Contact ID

    Action
    Write

    • Contact IDRequired

    Action
    Write

    • Status

    • Deal Type ID

    • Add Date After

    • Close Date After

    • Closed Date Before

    • Custom Fields

    • Related Contacts

    Action
    Write
keep-in-touch logo
keep-in-touch logo

About Keep In Touch

Keep In Touch is a cloud based CRM system for Builders looking to improve their sales process and follow up enquiries automatically using software that can be learnt in under 60 minutes… guaranteed.
Help

Related categories

  • CRM (Customer Relationship Management)

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paperless-forms logo
paperless-forms logo

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.
Help

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier