LeadConnector + WPForms
Create new tasks in LeadConnector for every new form entry in WPForms
Activate this workflow to streamline your process: each time a new entry surfaces in WPForms, an associated task is instantly generated in LeadConnector. This automation not only ensures a smooth transition from form submission to task creation but also helps you keep an organized record and efficient tracking of leads. Say goodbye to manual task-entry, and welcome a seamless way of enhancing productivity.
Activate this workflow to streamline your process: each time a new entry surfaces in WPForms, an associated task is instantly generated in LeadConnector. This automation not only ensures a smooth transition from form submission to task creation but also helps you keep an organized record and efficient tracking of leads. Say goodbye to manual task-entry, and welcome a seamless way of enhancing productivity.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Add Task
Adds a task to the account.
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FormRequired
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
