The Customer Factor + Gmail + Formsite Integrations
How to connect The Customer Factor + Gmail + Formsite
Zapier lets you send info between The Customer Factor and Gmail and Formsite automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Do even more with The Customer Factor + Gmail + Formsite
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with The Customer Factor, Gmail, and Formsite. And don’t forget that you can add more apps and actions to create complex workflows.
Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It
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How The Customer Factor + Gmail + Formsite Integrations Work
- Step 1: Authenticate The Customer Factor, Gmail, and Formsite.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
