How to connect Paperform + Salespanel
Zapier lets you send info between Paperform and Salespanel automatically—no code required.
When this happens...
automatically do this!
- New Form SubmissionTriggers when a form is submitted.Trigger
- Visiting Company Qualified for a SegmentTriggers when a visiting company qualifies for a segment.Trigger
- Lead IdentifiedTriggers when a lead is identified.Trigger
- Lead Qualified for a SegmentTriggers when a lead qualifies for a segment.Trigger
- Export VisitorTriggers when you click the "Push to Zapier" button for a person or a visiting company lead in Salespanel.Trigger
- Lead Score UpdatedTriggers when lead score of a lead is updated.Trigger
- Visiting Company IdentifiedTriggers when a new opportunity is identified.Trigger
- Log Custom ActivityLog a custom activity for a visitor.Action
Set values for a visitor's attributes
- Step 1: Authenticate Paperform and Salespanel.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.