Paperform + Privyr
Create Privyr clients from new Paperform form submissions
Easily manage new client information with this seamless workflow between Paperform and Privyr. Upon receiving a new form submission in Paperform, this automation will create a client entry in Privyr. Save time, stay organized, and ensure all your client info is efficiently transferred to your CRM for better follow-ups and relationship building.
Easily manage new client information with this seamless workflow between Paperform and Privyr. Upon receiving a new form submission in Paperform, this automation will create a client entry in Privyr. Save time, stay organized, and ensure all your client info is efficiently transferred to your CRM for better follow-ups and relationship building.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Client
Create a new client in your Privyr account
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- 14 day trial for premium features & apps
FormRequired
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Client NameRequired
Phone Number
Email Address
Additional Client Details
Lead SourceRequired
