Kiflo PRM + WPForms

Create leads in Kiflo PRM from new WPForms form entries

Save time and stay organized by connecting your WPForms and Kiflo PRM apps with this seamless automation. Whenever a new form entry is submitted in WPForms, a lead will be created in Kiflo PRM, ensuring all your potential client's information is quickly and accurately recorded. Streamline your lead management process and never miss an opportunity again.

When this happens...
New Form Entry
Triggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create Lead
Triggers when a new lead is added.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
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Business Plan Objective Updated
Triggers when a business plan objective's current value is updated.
Trigger
Instant
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Contact Updated
Triggers when a property on an existing contact is updated.
Trigger
Instant
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Customer Updated
Triggers when a new customer is updated.
Trigger
Instant
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Deal Added
Triggers when a new deal is added.
Trigger
Instant
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Deal Stage Changed
Triggers when a deal moves to a new stage.
Trigger
Instant
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Deal Updated
Triggers when a property on an existing deal is updated.
Trigger
Instant
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Lead Added
Triggers when a new lead is added.
Trigger
Instant
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Lead Refused
Triggers when a new lead is refused.
Trigger
Instant
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Partner Application Accepted
Triggers when a partner application is accepted.
Trigger
Instant
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Partner Application Rejected
Triggers when a partner application is rejected.
Trigger
Instant
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Partner Note Added
Triggers when a new note is added on a partner.
Trigger
Instant
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Partner Prospection Stage Updated
Triggers when the prospection stage of a partner is updated.
Trigger
Instant
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Payout Created
Triggers when a new payout is created.
Trigger
Instant
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Partner Added to Program Level
Triggers when a partner as added to a new program level.
Trigger
Instant
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Team Member Added
Triggers when a new team member is added to an existing partner.
Trigger
Instant
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Transaction Updated
Triggers when a new transaction is updated.
Trigger
Instant
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Create Contact
Creates a new contact.
Action
Write
- Source partner
- Source
Action
Write
- DealRequired
- Note
- Is note visible to partner?
Action
Write
- DealRequired
- CustomerRequired
Action
Write
- DealRequired
- NoteRequired
- Is note visible to partner?
Action
Write
- LeadRequired
- Note
- Is note visible to partner?
Action
Write
- LeadRequired
Action
Write
- LeadRequired
- NoteRequired
- Is note visible to partner?
Action
Write
- Create note onRequired
- ContentRequired
Action
Write
- Partner ApplicationRequired
Action
Write
- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
Action
Write
- IDRequired
- Partner name
- Status
- Onboarding stage
- Partner program
- Currency
- Group
- Payout provider
- Language
Action
Write
- Partner
- Currency
- Reward Type
- Reward Status
- Threshold
- From
- To
Action
Write
- IDRequired
Action
Write
- Partner
- AmountRequired
- CurrencyRequired
- Reward typeRequired
- CommentRequired
Action
Write
- NameRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- EmailRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search or write
- Field to Search ByRequired
- Stage
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
Action
Search or write
- Field to Search ByRequired
- Partner nameRequired
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
Action
Search or write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Contact Added
Triggers when a new contact is added.
Trigger
Instant
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Customer Added
Triggers when a new customer is added.
Trigger
Instant
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Deal Accepted
Triggers when a new deal is accepted.
Trigger
Instant
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Deal Note Added
Triggers when a new note is added on a deal.
Trigger
Instant
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Deal Refused
Triggers when a new deal is refused.
Trigger
Instant
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Lead Accepted
Triggers when a new lead is accepted.
Trigger
Instant
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Lead Note Added
Triggers when a new note is added on a lead.
Trigger
Instant
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Lead Updated
Triggers when a new lead is updated.
Trigger
Instant
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Partner Application Added
Triggers when a new partner application is added.
Trigger
Instant
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Partner Added
Triggers when a new partner is added.
Trigger
Instant
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Partner Onboarding Stage Updated
Triggers when a partner moves to a new onboarding stage.
Trigger
Instant
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Partner Updated
Triggers when a new partner is updated.
Trigger
Instant
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Payout Status Changed
Triggers when a payout status has changed.
Trigger
Instant
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Reward Created
Triggers when a new reward is created.
Trigger
Instant
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Transaction Added
Triggers when a new transaction is added.
Trigger
Instant
Try It
- Lead
- Deal
- NameRequired
- Source NameRequired
- Source URL
Action
Write
- IDRequired
Action
Write
- IDRequired
- Partner
Action
Write
- Deal IDRequired
- Partner IDRequired
- Role
- Source
- Use default rewards
Action
Write
- Stage
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
Action
Write
- IDRequired
- Stage
- Currency
- Additional properties (Obsolete - Do not use)
Action
Write
- LeadRequired
Action
Write
- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
Action
Write
- IDRequired
- Partner
- Currency
- Note
- Additional properties (Obsolete - Do not use)
Action
Write
- Partner ApplicationRequired
- Has access to Kiflo?
Action
Write
- CertificationRequired
- Partner Team MemberRequired
- StatusRequired
Action
Write
- Partner IDRequired
- Onboarding Pipeline IDRequired
- Onboarding Stage ID
Action
Write
- PayoutRequired
Action
Write
- PayoutRequired
Action
Write
- PayoutRequired
- Partner should validate rewards
- Partner should attach an invoice
Action
Write
- CurrencyRequired
- Partner
- Customer
- Deal
Action
Write
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Field to Search ByRequired
- Source partner
- Source
Action
Search or write
- Field to Search ByRequired
- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
Action
Search or write
- Field to Search ByRequired
- CurrencyRequired
- Partner
- Customer
- Deal
Action
Search or write

About Kiflo PRM

Kiflo PRM helps companies manage their partner relationships & accelerate revenue through indirect sales channels

Learn more Help

Related categories

Sales & CRM

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

Learn more Help

Related categories

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PRODUCTS

CAPABILITIES

By team

Kiflo PRM + WPForms

Create leads in Kiflo PRM from new WPForms form entries

New Form Entry

Business Plan Objective Updated

Contact Updated

Customer Updated

Deal Added

Deal Stage Changed

Deal Updated

Lead Added

Lead Refused

Partner Application Accepted

Partner Application Rejected

Partner Note Added

Partner Prospection Stage Updated

Payout Created

Partner Added to Program Level

Team Member Added

Transaction Updated

Create Contact

Create Customer

Source partner

Source

Accept Deal

DealRequired

Note

Is note visible to partner?

Associate Customer to Deal

DealRequired

CustomerRequired

Refuse Deal

DealRequired

NoteRequired

Is note visible to partner?

Accept Lead

LeadRequired

Note

Is note visible to partner?

Convert Lead to Deal

LeadRequired

Refuse Lead

LeadRequired

NoteRequired

Is note visible to partner?

Create Note

Create note onRequired

ContentRequired

Reject a Partner Application

Partner ApplicationRequired

Create Partner

Partner nameRequired

Status

Partner program

Onboarding stage

Group

Partner type

Payout provider

Language

Update Partner

IDRequired

Partner name

Status

Onboarding stage

Partner program

Currency

Group

Payout provider

Language

Create Payouts

Partner

Currency

Reward Type

Reward Status

Threshold

From

To

Update Payout