123FormBuilder + AgentHub
Create or update AgentHub contacts from new 123FormBuilder forms
Effortlessly manage your contacts with this seamless workflow between 123FormBuilder and AgentHub. Whenever a new form response is submitted in 123FormBuilder, the contact information will be added or updated in the AgentHub app, ensuring your contact list is always up-to-date. Save time and streamline your lead management process with this simple automation.
Effortlessly manage your contacts with this seamless workflow between 123FormBuilder and AgentHub. Whenever a new form response is submitted in 123FormBuilder, the contact information will be added or updated in the AgentHub app, ensuring your contact list is always up-to-date. Save time and streamline your lead management process with this simple automation.
- When this happens...New Form
Triggers when a new form is added to your account.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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New Form
Triggers when a new form is added to your account.
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
FormRequired
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
