The Customer Factor + WPForms
Create customers in The Customer Factor from new WPForms form entries
Effortlessly add new WPForms entries as customers in The Customer Factor with this streamlined workflow. Whenever a form is submitted on your WordPress site, the user's information will be sent directly to The Customer Factor to create a new customer, saving you time and ensuring accurate data entry. Focus on growing your customer base, knowing your contact records are always up-to-date.
Effortlessly add new WPForms entries as customers in The Customer Factor with this streamlined workflow. Whenever a form is submitted on your WordPress site, the user's information will be sent directly to The Customer Factor to create a new customer, saving you time and ensuring accurate data entry. Focus on growing your customer base, knowing your contact records are always up-to-date.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Customer
This action will create a customer 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
