Wufoo + Revamp CRM Integrations
How to connect Wufoo + Revamp CRM
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New Entry (poll)Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.Trigger- New FieldTriggers when a new field is added to a form.Trigger
- New FormTriggers when you build a new form.Trigger
- New Entry (webhook)Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).Trigger
- New EntryTriggers when someone fills out your form.Trigger
- Create Entry (Legacy)Creates a new entry in Wufoo for a form and data you select (except not files).Action
- Create EntryCreates a new entry in Wufoo for a form and data you select.Action
- Find a SubmissionFind a form submission by a field and its value.Action
- Revamp CRM
Triggers when matching people with this criteria.
Scheduled
Trigger
- Revamp CRM
Triggers when matching deals with this criteria.
Scheduled
Trigger
- Revamp CRM
Triggers when a new customer is created.
Scheduled
Trigger
- Revamp CRM
Triggers when a new deal is created.
Scheduled
Trigger
- Revamp CRM
Triggers when a new task is created.
Scheduled
Trigger
- Revamp CRM
Triggers when matching organizations with this criteria.
Scheduled
Trigger
- Revamp CRM
Triggers when matching tasks with this criteria.
Scheduled
Trigger
- Revamp CRM
Creates a new person.
Scheduled
Action
- Revamp CRM
Creates a new Deal.
Scheduled
Action
- Revamp CRM
Creates a new note.
Scheduled
Action
- Revamp CRM
Creates a new organization.
Scheduled
Action
- Revamp CRM
Creates a new Task.
Scheduled
Action
- Revamp CRM
Finds an existing Person.
Scheduled
Action
- Revamp CRM
Find an existing Deal.
Scheduled
Action
- Revamp CRM
Finds an existing Organization.
Scheduled
Action
How Wufoo + Revamp CRM Integrations Work
- Step 1: Authenticate Wufoo and Revamp CRM.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.
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About Revamp CRM
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