How to connect Paperform + MobiCRM
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- New Form SubmissionTriggers when a form is submitted.Trigger
- Account CreatedTriggers when a new account has been created in MobiCRM.Trigger
- Contact CreatedTriggers when a new contact has been created in MobiCRM.Trigger
- Create AccountCreates a new account in MobiCRMAction
- Create ContactCreates a new contact in MobiCRMAction
- Create LeadCreates a new leadAction
- Create MinutesCreates a new minutes in MobiCRM.Action
- Create TodoCreates a new todoAction
- Step 1: Authenticate Paperform and MobiCRM.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.