Privyr + Quill Forms integrations
Create new Privyr clients from new Quill Forms entries
Easily manage your customer relations with this time-saving workflow. When a new form entry is received in Quill Forms, it instantly creates a new client in Privyr. This efficient process ensures no potential client information is overlooked, so you can maintain focus on delivering optimal service. By streamlining your data management, this workflow helps to greatly enhance your client engagement and customer service efforts.
- When this happens...New Form EntryTriggers when a form entry is submitted.
- automatically do this!Create Client Create a new client in your Privyr account
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More things you can do with Quill Forms and Privyr
Discover other triggers and actions you can use with Quill Forms and Privyr
- FormRequired
Try ItTriggerInstant
- Client NameRequired
- Phone Number
- Email Address
- Additional Client Details
- Lead SourceRequired
ActionWrite
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