- Employee Automation
- Employee Engagement
- Form-to-CRM notification
Capture engagement guide requests from forms create crm contacts and notify the team
This automation streamlines the process of capturing engagement guide requests from online forms, automatically creating corresponding CRM contacts and sending real-time notifications to your team. By connecting form submissions with your CRM, you eliminate manual data entry, reduce errors, and ensure every request is tracked. Instant team alerts ensure prompt follow-up, improving responsiveness and customer satisfaction.
Filter by common apps:
HubSpot
Housecall Pro
Filter by Zapier
Webflow
Formatter by Zapier
Salesmate
Microsoft Teams
- Retrieve company information from HubSpot when new engagement is created
- Create engagement note in HubSpot when a job is scheduled in Housecall Pro
Create engagement note in HubSpot when a job is scheduled in Housecall Pro
- Create engagement note in HubSpot for new form submission, find or create company, and filter criteria
Create engagement note in HubSpot for new form submission, find or create company, and filter criteria
- Capture employee engagement guide requests, create contacts in Salesmate, and notify team in Microsoft Teams
Capture employee engagement guide requests, create contacts in Salesmate, and notify team in Microsoft Teams