Funil de Vendas + Paperless Forms
Create opportunities in Funil de Vendas from new Paperless Forms entries
Effortlessly streamline your sales process with this Paperless Forms and Funil de Vendas workflow. When a new entry is submitted through Paperless Forms, an opportunity is created within Funil de Vendas, saving you time and ensuring seamless data transfer between the two platforms. Stay organized and never miss an opportunity again with this powerful automation.
Effortlessly streamline your sales process with this Paperless Forms and Funil de Vendas workflow. When a new entry is submitted through Paperless Forms, an opportunity is created within Funil de Vendas, saving you time and ensuring seamless data transfer between the two platforms. Stay organized and never miss an opportunity again with this powerful automation.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Opportunity
Creates an Opportunity
- Free forever for core features
- 14 day trial for premium features & apps
Form Name
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Opportunity titleRequired
Opportunity value
Vendor codeRequired
Methodology codeRequired
Step code
Sales Channel codeRequired
Enterprise nameRequired
Enterprise document (CNPJ)
Enterprise state registration (I.E.)
Enterprise segment
Enterprise street address
Contact nameRequired
Contact e-mail
Contact phone
Contact additional phone
Contact office
Contact document (CPF)
Contact additional e-mails
Name
Value
Annotation
