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Paperless Forms + SalesNexus

Create SalesNexus contacts from new Paperless Forms entries

Effortlessly streamline your data collection and customer management process with this Paperless Forms and SalesNexus workflow. When a new entry is submitted through Paperless Forms, a contact will be created in SalesNexus, saving you time and ensuring all important information is stored in your CRM. Enhance your organization's efficiency and never miss a potential lead again.

Effortlessly streamline your data collection and customer management process with this Paperless Forms and SalesNexus workflow. When a new entry is submitted through Paperless Forms, a contact will be created in SalesNexus, saving you time and ensuring all important information is stored in your CRM. Enhance your organization's efficiency and never miss a potential lead again.

  1. When this happens...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    SalesNexusSalesNexus
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Form Name

    Trigger
    Instant
    Try It
  • SalesNexus triggers, actions, and search

    Create Contact

    Creates a new contact.

    Action
    Write
    • DetailsRequired

    Action
    Write
    • RegardingRequired

    • Start TimeRequired

    • End Time

    • TypeRequired

    Action
    Write
  • SalesNexus triggers, actions, and search

    Update Contact

    Updates contact.

    Action
    Write
  • SalesNexus triggers, actions, and search

    Create Opportunity

    Creates a new opportunity.

    Action
    Write
paperless-forms logo
paperless-forms logo

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.
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Related categories

  • Forms & Surveys

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salesnexus logo
salesnexus logo

About SalesNexus

SalesNexus is lead generation, lead management plus sales process automation and full featured CRM, that's simple to set up and use.

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