GoCanvas + OpenCRM
Create and update OpenCRM leads from new GoCanvas submissions
Effortlessly streamline your lead management process with this seamless workflow that connects GoCanvas and OpenCRM. When you receive a new submission in GoCanvas, a corresponding lead will automatically be created or updated in OpenCRM. This time-saving automation helps you stay organized and focused on nurturing your leads for maximum conversion.
Effortlessly streamline your lead management process with this seamless workflow that connects GoCanvas and OpenCRM. When you receive a new submission in GoCanvas, a corresponding lead will automatically be created or updated in OpenCRM. This time-saving automation helps you stay organized and focused on nurturing your leads for maximum conversion.
- 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.
- automatically do this!New/Update Lead
Create or update a Lead in your OpenCRM system.
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Trigger Mid Workflow
App NameRequired
Try ItApp NameRequired
Item Description
Assign Item To
Schedule At
New/Update Activity
Create or update an Activity in your OpenCRM system.
New/Update Contact
Create or update a Contact in your OpenCRM system.
App NameRequired
Item DescriptionRequired
Reference Data IDRequired
New/Update Company
Create or update a new company in your OpenCRM system.
New/Update Lead
Create or update a Lead in your OpenCRM system.
