Outfield + Plumsail Forms

Outfield + Plumsail Forms integrations

Create or update Outfield accounts from new Plumsail Forms submissions

Streamline your workflow between Plumsail Forms and Outfield using this automation setup. When a new submission occurs in Plumsail Forms, the workflow steps in to modify new or existing accounts in Outfield. This process saves time, ensures consistent data across both platforms, and greatly boosts your coordination and efficiency at work.

When this happens...
New SubmissionTriggers when a specific form is submitted.
TriggerInstant
automatically do this!
Create or Update AccountCreates or updates an account.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Plumsail Forms and Outfield

Discover other triggers and actions you can use with Plumsail Forms and Outfield

- Public Form
  Required
Trigger
Instant
Try It
- Form ID
  Required
- Submission ID
  Required
Action
Write
- Account Type
  Required
- Team Member (optional)
Trigger
Instant
Try It
- Team Member (optional)
Trigger
Instant
Try It
- Account Type
  Required
- Team Member (optional)
Trigger
Instant
Try It

- Team Member (optional)
Trigger
Instant
Try It
- Activity Type
  Required
- Team Member
  Required
- Account ID (Required Unless Task)
- Title (optional)
- Notes (optional)
- Start Time (optional)
- End Time (optional)
- Reported Duration (in seconds) (optional)
- Start Latitude (optional)
- Start Longitude (optional)
- End Latitude (optional)
- End Longitude (optional)
- Call Result (optional)
Action
Write

- Deal Name (optional)
- Deal Amount (optional)
- Team Member (optional)
- Deal Stage (optional)
- Account ID (optional)
- Lead Contact ID (optional)
- Notes (optional)
Action
Write
- Task Title
  Required
- Due Date & Time
  Required
- Team Member
  Required
- Account ID (optional)
- Notes (optional)
Action
Write
- ID (optional)
- Activity Type
  Required
- Team Member
  Required
- Account ID (Required Unless Task)
- Title (optional)
- Notes (optional)
- Start Time (optional)
- End Time (optional)
- Reported Duration (in seconds) (optional)
- Start Latitude (optional)
- Start Longitude (optional)
- End Latitude (optional)
- End Longitude (optional)
- Call Result (optional)
Action
Write
- ID
- Deal Name (optional)
- Deal Amount (optional)
- Team Member (optional)
- Deal Stage (optional)
- Account ID (optional)
- Lead Contact ID (optional)
- Notes (optional)
Action
Write
- ID
- Task Title
  Required
- Due Date & Time
  Required
- Team Member
  Required
- Account ID (optional)
- Notes (optional)
Action
Write
- Owner Type
Action
Search
- Search
  Required
Action
Search

- File URL
  Required
Action
Write
Default Fields
Get default fields for dropdown
Trigger
Polling
Try It
- Activity Type
  Required
- Team Member (optional)
- Form (optional)
Trigger
Instant
Try It
Point System Specs
Get point system specs for dropdown
Trigger
Polling
Try It
- Team Member (optional)
- Activity Type
  Required
- Form (optional)
Trigger
Instant
Try It
- Account Name
  Required
- Account Type
  Required
- Title (optional)
- Address Street1 (optional)
- Address Street2 (optional)
- Address City (optional)
- Address State/Region (optional)
- Address Postal Code (optional)
- Address Country (optional)
- Address Latitude (optional)
- Address Longitude (optional)
- Phone (optional)
- Email (optional)
- Website (optional)
Action
Write
- Account ID
  Required
- Calendar Event Type
  Required
- Team Member
  Required
- Start Time
  Required
- End Time
  Required
- Title (optional)
- Notes (optional)
- Required Forms (optional)
Action
Write
- Deal Name (optional)
- Team Member (optional)
- Deal Stage (optional)
- Account ID (optional)
- Lead Contact ID (optional)
- Deal Notes (optional)
- Order Date (optional)
- Order Due Date (optional)
- Order Payment Term (optional)
- Order Bill To (optional)
- Order Memo (optional)
- Order Payment Instructions (optional)
- Order Notes (optional)
- Name
- Value
- Label/Name
- Quantity
- Product Variation SKU (optional)
- Price/Unit
- Line Item Discount
- Order Discount
- Order Tax
Action
Write
- ID (optional)
- Account Name
  Required
- Account Type
  Required
- Title (optional)
- Address Street 1 (optional)
- Address Street 2 (optional)
- Address City (optional)
- Address State/Region (optional)
- Address Postal Code (optional)
- Address Country (optional)
- Address Latitude (optional)
- Address Longitude (optional)
- Phone (optional)
- Email (optional)
- Website (optional)
- Default Field ID
- Default Field Value
- ID
- Name
- Value
Action
Write
- ID
- Account ID
  Required
- Calendar Event Type
  Required
- Team Member
  Required
- Start Time
  Required
- End Time
  Required
- Title (optional)
- Notes (optional)
- Required Forms (optional)
Action
Write
- ID
- Deal Name (optional)
- Team Member (optional)
- Deal Stage (optional)
- Account ID (optional)
- Lead Contact ID (optional)
- Deal Notes (optional)
- Order Date (optional)
- Order Due Date (optional)
- Order Payment Term (optional)
- Order Bill To (optional)
- Order Memo (optional)
- Order Payment Instructions (optional)
- Order Notes (optional)
- Name
- Value
- Label/Name
- Quantity
- Product Variation SKU (optional)
- Price/Unit
- Line Item Discount
- Order Discount
- Order Tax
Action
Write
- Team Member
  Required
- Point System Spec
  Required
- Amount
Action
Write
- Search
  Required
- Account Type (optional)
- Team Member (optional)
- Account ID (optional)
Action
Search
- Search
  Required
- Account Type
  Required
- Team Member (optional)
- Account ID (optional)
- Account Name
  Required
- Title (optional)
- Address Street1 (optional)
- Address Street2 (optional)
- Address City (optional)
- Address State/Region (optional)
- Address Postal Code (optional)
- Address Country (optional)
- Address Latitude (optional)
- Address Longitude (optional)
- Phone (optional)
- Email (optional)
- Website (optional)
Action
Search or write

About Outfield

Outfield is an outside sales & marketing CRM that makes it easy to discover valuable insights about your market, track + verify team activity, and communicate effortlessly across all your devices

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Plumsail Forms

Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.