Samdock + WPForms

Create Samdock deals from new WPForms form entries

Effortlessly manage new leads with this seamless workflow between WPForms and Samdock. When a new form entry is submitted in WPForms, a deal will be instantly created in Samdock, ensuring that you can efficiently track and follow up with potential customers. Streamline your lead management process and stay organized with this time-saving automation.

When this happens...
New Form Entry
Triggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create Deal
This action creates a 'Deal' in Samdock.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
Deal Status Changed
Triggers when the status of a deal gets changed.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Request
Triggers when a new request is created.
Trigger
Scheduled
Try It
- Name
- Please select Pipeline
- Please select Stage
- Customer Requirement
- Estimated value (~)
- Is Archived
Action
Write

- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- NameRequired
- Street
- Street Number
- Postcode
- City
- Country
- E-Mail
- Phone Number
- Fax Number
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- VAT Identification Number
- Website
- Logo
Action
Write

- First Name
- Last NameRequired
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
- Organization NameRequired
- Status
- Organization Phone Number
- Organization Website
- Organization E-Mail
- Street
- Street Nr.
- Postcode
- City
- Country
- VAT Identification Number
- Fax Number
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write
- NameRequired
- Description
- Priority
- Start Date
- Due Date
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Lead/Deal SelectionRequired
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Name
- Customer Requirement
- Lead Status
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- First NameRequired
- Last NameRequired
- Salutation
- E-Mail
- Birthday
- Name Prefix
- Name Suffix
- Mobile Number
- Phone Number
- Office Number
- Home Number
- Private Number
- Fax Number
- Website
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- Street
- Street Number
- Postcode
- City
- Country
Action
Write
- Please select InboundSource
Action
Write
- Persons _idRequired
- First Name
- Last Name
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write

About Samdock

Samdock is a simple CRM system for small businesses.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

Learn more Help

Related categories

Similar apps

Gravity Forms

Forms & Surveys, WordPress

Formidable Forms

Forms & Surveys, WordPress

123FormBuilder

Forms & Surveys

PRODUCTS

CAPABILITIES

By team

Samdock + WPForms

Create Samdock deals from new WPForms form entries

New Form Entry

Deal Status Changed

New Organization

New Request

Create Deal

Name

Please select Pipeline

Please select Stage

Customer Requirement

Estimated value (~)

Is Archived

Create Mail Activity for Incoming Email

Activities will be added for:

To:

From:

CC:

BCC:

Subject:

Plain text of the email:

Html of the email:

Date of the message:

Create Organization

NameRequired

Street

Street Number

Postcode

City

Country

E-Mail

Phone Number

Fax Number

LinkedIn

Xing

Twitter

Facebook

Instagram

VAT Identification Number

Website

Logo

Create Contact

First Name

Last NameRequired

E-Mail

Birthday

Phone Number

Mobile Number

Street

Street Number

Postcode

City

Country

Salutation

Office Number

Private Number

Home Number

Fax Number

Website

LinkedIn

Xing

Facebook

Twitter

Instagram

Organization NameRequired

Status

Organization Phone Number

Organization Website

Organization E-Mail

Street

Street Nr.

Postcode

City

Country

VAT Identification Number

Fax Number

LinkedIn