Capture form submissions, create document, and attach to Zoho CRM contact
Capture form submissions, create document, and attach to Zoho CRM contact
Capture license verification requests via Webhooks by Zapier, create a document with Formstack Documents, and attach it to the relevant contact in Zoho CRM. This process accelerates onboarding and improves record accuracy.
Zap details:
Overview
Capture license verification requests via Webhooks by Zapier, create a document with Formstack Documents, and attach it to the relevant contact in Zoho CRM. This process accelerates onboarding and improves record accuracy.