LeadMetrics + umsatz.io
Create new deals in LeadMetrics for each new form submission in umsatz.io
This workflow kicks into gear when a new form is submitted via Umsatz.io, resulting in the creation of a deal in LeadMetrics. Without manually transferring the data, it streamlines the process of lead management to help you maximize revenue opportunities. Great for businesses that are focused on scaling rapidly.
This workflow kicks into gear when a new form is submitted via Umsatz.io, resulting in the creation of a deal in LeadMetrics. Without manually transferring the data, it streamlines the process of lead management to help you maximize revenue opportunities. Great for businesses that are focused on scaling rapidly.
- When this happens...New Form Submission
Triggers when a new form is submitted in the system.
- automatically do this!Create Deal
Creates a Deal in LeadMetrics
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Modify a Contact Property
Triggers when a contact property is filled or edited.
Try ItNew Activity
Triggers when a user tracks a new call in the app.
Try ItNew Deal
Triggers when a new deal is created in the system.
Try ItModify the Stage of a Deal
Triggers when the deal stage of a deal changes.
Try It
Modify a Deal Property
Triggers when a deal property is filled or edited.
Try ItNew Contact
Triggers when a new contact is created in the system.
Try ItNew Form Submission
Triggers when a new form is submitted in the system.
Try ItAppend values for multiselect fields instead of replacing them?
Note (optional)