Syncro + WPForms

Syncro + WPForms integrations

Create Syncro leads from new WPForms entries

Effortlessly manage your leads with this WPForms and Syncro integration. When a new entry is submitted to your WPForms, this workflow will instantly create a lead in Syncro, saving you time and streamlining your sales process. Stay organized and never miss an opportunity to connect with potential customers again.

When this happens...
New Form EntryTriggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create LeadCreates a Lead in your Syncro account.
ActionWrite

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More things you can do with WPForms and Syncro

Discover other triggers and actions you can use with WPForms and Syncro

- Form
  Required
Trigger
Instant
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New Customer
Triggers when you create a customer.
Trigger
Instant
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New Payment
Triggers when a payment is made.
Trigger
Instant
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New Ticket
Triggers when a Ticket is created.
Trigger
Instant
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Ticket Status Changed
Triggers when a Ticket status is changed.
Trigger
Instant
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- Customer ID
  Required
- Contact Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Contact Email
- Phone Number
- Mobile Phone
- Contact Notes
Action
Write
- Customer ID
  Required
- Estimate Date
  Required
- Estimate Note
- Estimate Status
  Required
- Ticket ID
- Estimate Location ID
Action
Write

- Customer Phone or Email
  Required
- Ticket Subject
  Required
- Issue Type
  Required
- Ticket Status
- Ticket Initial Issue
- Ticket Initial Issue Subject
- Location ID
Action
Write
- Phone Number
  Required
Action
Write
- Customer ID
  Required
- Business Name
- First Name
- Last Name
- Customer Email
- Phone
- Mobile
- Address Line 1
- Address Line 2
- City
- State
- Zip/Postal Code
- Customer Notes
- SMS Service Enabled
- Opt Out
- No Email - Of Any Kind
- Receive Billing Emails
- Receive Marketing Emails
- Receive Report Emails
- Referred By
- Referred by Customer ID
- Tax Rate ID
- Notification Email
- Additional Invoice CC Email Addresses
- Invoice Terms ID
Action
Write
- Query
Action
Search

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New RMM Alert
Triggers when an RMM Alert is created.
Trigger
Instant
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Ticket Resolved
Triggers when a Ticket is marked "Resolved".
Trigger
Instant
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- Appointment Subject
  Required
- Appointment Starts At
  Required
- Appointment Ends At
  Required
- Appointment Description
- Appointment Location Type
- Appointment Location
- Ticket ID
- Appointment Owner
- Additional Attendees
- All Day
- Customer ID
Action
Write
- First Name
- Last Name
- Business Name
- Email Address
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- Address Line 2
- City
- State/County
- Zip/Postal Code
- Custom Fields
Action
Write
- First Name
- Last Name
- Business Name
- Email Address
- Phone Number
- Mobile Phone
- Street Address (Line 1)
- City
- State/County
- Zip/Postal Code
- Ticket Subject
- Ticket Description
- Ticket Issue Type
- Location ID
- Custom Fields
Action
Write
- Ticket ID
  Required
- Start At
  Required
- Ends At
  Required
- User ID
  Required
- Notes
- Product ID
- Comment ID
Action
Write
- Contact ID
  Required
- Contact Name
- Customer ID
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip/Postal Code
- Contact Email
- Contact Phone
- Contact Title
- Contact Mobile Phone
- Contact Notes
Action
Write
- Ticket ID
  Required
- Custom Field Ticket Type ID
- Ticket Number
- Ticket Subject
- Due Date
- Location ID
- Problem Type
- Ticket Status
- Assigned User ID
- Ticket Priority
- Contact ID
- Ticket SLA ID
Action
Write

About Syncro

Syncro is a platform to manage your IT Consulting / Managed Services business with CRM, Ticketing, full-featured RMM (remote machine management) and an emphasis on great communication.

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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.

Learn moreLearn moreHelpHelp

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Forms & Surveys

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