LaunchBay + NetHunt CRM

Create new NetHunt CRM records from new LaunchBay form submissions

Simplify your tasks with this effective workflow. Once a form is completed in LaunchBay, it swiftly leads to the creation of a fresh record in NetHunt CRM. This streamlined process helps in transferring data between the two platforms, keeping your records well-organized, and ensuring your NetHunt CRM is always updated. Free yourself from manual data input, and focus more on the vital areas of your enterprise.

When this happens...
Form SubmissionTriggers when a client submits a form
TriggerInstant
automatically do this!
Create RecordCreates a new record.
ActionWrite

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More things you can do with LaunchBay and NetHunt CRM

Discover other triggers and actions you can use with LaunchBay and NetHunt CRM

Client Chat Message
Triggers when a client adds a message in a project's chat
Trigger
Instant
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File Uploaded
Triggers when a file is uploaded to a project.
Trigger
Instant
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Tag Added
Triggers when a tag is added to a project.
Trigger
Instant
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Ticket Message
Triggers when someone adds a message to a helpdesk ticket
Trigger
Instant
Try It
- Meeting Title
  Required
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Event ID
- Meeting Transcript or Summary
  Required
- Generate a summary of this meeting using AI
  Required
Action
Write

- Project Name
- Or: Project Owner Email
- Client Email (single)
- Client Name (single)
- Client Emails (multiple)
- Client Names (multiple)
- Immediately assign tasks to client(s)?
- Tags
- Custom field values
Action
Write
- Project Name
  Required
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Status
  Required
Action
Write

- Meeting Title
  Required
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Scheduled At
  Required
- Duration (minutes)
- Call-in Info
- Event ID
Action
Write
- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
- Field
Trigger
Polling
Try It
- Field
  Required
- Search Query
  Required
- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
Action
Write
- Folder
- Record
  Required
- Gmail Thread ID
  Required
Action
Write
- Folder
  Required
- Record
  Required
Action
Write
- Folder
  Required
- Record
- Search Query
Action
Search or write

Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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Task Status Change
Triggers when the status of a client task changes.
Trigger
Instant
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Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket
Trigger
Instant
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- Project ID
  Required
- Subject
  Required
- Body
Action
Write
- Project Name
  Required
- Task Title
  Required
- Stage Name
- Task Description
- Client Email
- Client Name
- Files
- Filenames
- Files need approval?
- Active?
  Required
- Assign all clients to task?
- Due Date
- Enable reminder emails?
- Internal Task?
Action
Write
- Field to search against
  Required
- Search
  Required
- Exact Match
  Required
Action
Write
- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
- Field
Trigger
Polling
Try It
- Folder
- Record
  Required
- Text
  Required
Action
Write
- Folder
  Required
- Record
  Required
Action
Write
- Folder
  Required
Action
Write
- Folder
  Required
- Record
- Search Query
Action
Search

About LaunchBay

LaunchBay is a client onboarding automation platform for B2B software & marketing companies. Onboard faster, scale smarter.

Learn moreLearn moreHelpHelp

Related categories

Project Management

About NetHunt CRM

NetHunt CRM is a customer relationship management system for Gmail and Google Apps.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Related Zap Templates

Manage new or updated records in NetHunt CRM by creating projects in LaunchBay

Related Zap Templates

Manage new or updated records in NetHunt CRM by creating projects in LaunchBay