Spotler CRM + WPForms

Spotler CRM + WPForms integrations

Create accounts in Spotler CRM for new WPForms form entries

Effortlessly manage your new leads with this seamless automation between WPForms and Spotler CRM. When a new form entry is submitted on your website, a new account will be created in your CRM, streamlining the process and saving you time. Keep your leads organized and up-to-date without the hassle of manual data entry.

When this happens...
New Form EntryTriggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create AccountFinds an account within your CRM.
ActionWrite

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More things you can do with WPForms and Spotler CRM

Discover other triggers and actions you can use with WPForms and Spotler CRM

- Form
  Required
Trigger
Instant
Try It
- Type
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Type
- Owner
Trigger
Instant
Try It
- Account
  Required
- Activity Date
  Required
- Activity Type
  Required
- Description
Action
Write

- Opportunity Name
- Account
  Required
- Status
  Required
- Probability
  Required
Action
Write
- Dropdown name
  Required
- Items
  Required
Action
Write

- Contact Field
  Required
Action
Search
- Contact Field
  Required
- Account
  Required
- Salutation
- First
- Middle
- Last
- Email
- Local AddressLine
- Local City
- Local County/State
- Local Postcode/Zip
- Local Country
Action
Search or write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Type
Trigger
Instant
Try It
- Probability
- Status
Trigger
Instant
Try It
- Name
- Address Line
- City
- County/State
- Postcode/Zip
- Country
- Owner
Action
Write
- Account
  Required
- Salutation
- First
- Middle
- Last
- Email
- Local AddressLine
- Local City
- Local County/State
- Local Postcode/Zip
- Local Country
Action
Write
- Account
  Required
- Task Date
  Required
- All Day Event
- Priority
  Required
- Task Status
  Required
- Task Type
  Required
- Owner
- Description
Action
Write
- Account Field
  Required
Action
Search
- Account Field
  Required
- Name
- Address Line
- City
- County/State
- Postcode/Zip
- Country
- Owner
Action
Search or write

About Spotler CRM

Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.

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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.

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Forms & Surveys

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