How to connect Paperform + iNCOM USA
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- New Form SubmissionTriggers when a form is submitted.Trigger
- New LeadTriggers when a new lead or contact is created.Trigger
- Existing Lead ActivityTriggers when an existing lead or contact takes new action on the website.Trigger
- Create/Update LeadCreates a new lead if the contact email is not in the CRM. Updates a contact if it is already in the CRM.Action
- Step 1: Authenticate Paperform and iNCOM USA.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.