The Customer Factor + WPForms
Create prospects in The Customer Factor from new form entries in WPForms
Effortlessly manage new leads from your WordPress site with this automation. When someone submits a form through WPForms, this workflow will create a prospect in The Customer Factor for seamless lead tracking and follow-up. You'll save time on manual data entry, ensuring every lead is captured and organized efficiently.
Effortlessly manage new leads from your WordPress site with this automation. When someone submits a form through WPForms, this workflow will create a prospect in The Customer Factor for seamless lead tracking and follow-up. You'll save time on manual data entry, ensuring every lead is captured and organized efficiently.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Prospect
This action will create the prospect in The Customer Factor
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FormRequired
Try ItEstimate 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 It
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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 It
