GoCanvas + Hot Prospector

Create or update leads in Hot Prospector from new submissions in GoCanvas

Effortlessly manage and monitor your leads with this seamless workflow between GoCanvas and Hot Prospector. When a new submission is made in GoCanvas, a lead is created or updated in Hot Prospector, ensuring that your sales pipeline stays organized and up-to-date. This automation simplifies lead management and helps your team focus on closing deals instead of manual data entry.

When this happens...
New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
TriggerInstant
automatically do this!
Create or Update Lead
Create a new lead, or updates an existing lead.
ActionWrite

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Supported triggers and actions

- Trigger Mid Workflow
- App NameRequired
Trigger
Instant
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- App NameRequired
- Item Description
- Assign Item To
- Schedule At
Action
Write
- EventRequired
- Pipeline StatusRequired
Trigger
Instant
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New Call Initialize
Triggers when a new Call Initialize.
Trigger
Instant
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- CalendarRequired
Trigger
Instant
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- GroupRequired
Trigger
Instant
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- Lead IDRequired
- ActionRequired
- TagsRequired
Action
Write

- Select a groupRequired
- Select a tag
- Select Pipeline Status
Action
Write

- App NameRequired
- Item DescriptionRequired
Action
Write
- Reference Data IDRequired
Action
Write
- EventRequired
- TagRequired
Trigger
Instant
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- EventRequired
- GroupRequired
Trigger
Instant
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New Group
Triggers when a new Group is created.
Trigger
Instant
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- Lead IDRequired
- ActionRequired
- Pipeline StatusRequired
Action
Write
- Lead IDRequired
- ActionRequired
- GroupRequired
Action
Write
- Enter a keywordRequired
- Select a group
Action
Search

About GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.

Learn more