The Customer Factor + Zoho Forms
Create new prospects in The Customer Factor from new form entries in Zoho Forms
Effortlessly manage new leads from your Zoho Forms by adding them directly to The Customer Factor as prospects. With this automation, whenever a new form entry is submitted in Zoho Forms, a prospect will be created in The Customer Factor, streamlining your lead management process and saving you time. Focus on nurturing the relationship with your prospects, while this workflow takes care of organizing your data.
Effortlessly manage new leads from your Zoho Forms by adding them directly to The Customer Factor as prospects. With this automation, whenever a new form entry is submitted in Zoho Forms, a prospect will be created in The Customer Factor, streamlining your lead management process and saving you time. Focus on nurturing the relationship with your prospects, while this workflow takes care of organizing your data.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Create Prospect
This action will create the prospect in The Customer Factor
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItEstimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try It
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try It
