1.Monitor form submission created
Integrate Zapier Forms and form submissions to capture submission fields and trigger intake mapping to Scoro records.
Create company, contact, and project from opportunity form
Automatically monitor opportunity form submissions across Zapier Forms and Scoro. Create company and project records when opportunity submitted, form submission created, or fields mappedβso you can create records, link contacts, and post intake notes without manual entry.
How this automation creates projects from opportunity submissions
When a form submission created signal arrives, leads can stall while company, contact, and project details are entered by hand. This automation routes submission fields into Scoro to create companies and people, then opens projects with the intake commentβso your team can act immediately.
Zapier Formsor swap with your favorite app
2.Creates company from submission
Integrate Scoro and CRM tools to create company records from submission data and configure client and custom fields.
Scoroor swap with your favorite app
3.Creates person and links company
Integrate Scoro and contact record tools to create a person and link it to the created company.
4.Creates project and adds intake comment
Integrate Scoro and project management tools to create a project, set dates, assign owners, and add intake notes.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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