How to connect Paperform + LeadStation
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- New Form SubmissionTriggers when a form is submitted.Trigger
- Customer CreatedTriggers when a new customer is created.Trigger
- Opportunity CreatedTriggers when a new opportunity is created.Trigger
- Opportunity LostTriggers when an opportunity is lost.Trigger
- Opportunity SoldTriggers when an opportunity is sold.Trigger
- Create OpportunityCreate an opportunityAction
- Save CustomerUpdate or create a new company or personAction
- Search CustomerSearch customers by the type, SSN/EIN, e-mail or phoneAction
- Step 1: Authenticate Paperform and LeadStation.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.