Accelo + Botsonic
Create new Accelo sales from new Botsonic form entries
Streamline your sales process with this workflow. When a new entry is made in a Botsonic form, a sale is instantly created in Accelo. This simplifies sales tracking and reduces manual data entry work, allowing you to focus more on winning deals.
Streamline your sales process with this workflow. When a new entry is made in a Botsonic form, a sale is instantly created in Accelo. This simplifies sales tracking and reduces manual data entry work, allowing you to focus more on winning deals.
- When this happens...New Form Entry
Triggers when a user fills the user form and submits it.
- automatically do this!Create Sale
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
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- 14 day trial for premium features & apps
Bot IDRequired
Try ItNew Request
Triggers when a new request is created.
Try ItTypeRequired
SubjectRequired
BodyRequired
EmailRequired
First Name
Last Name
Mobile
Phone
Fax
Company Name
Position
Company Phone
Company Fax
Company Website
Company Comments
Send on Behalf of Contact
SubjectRequired
Initial Seconds
Auto Start
Task Assigned
Triggers when a task is assigned.
Try ItEmailRequired
First Name
Last Name
Mobile
Phone
Fax
Comments
Position
Company Name
Company Website
Company Phone
Company Fax
Company Comments
TitleRequired
TypeRequired
EmailRequired
Salesperson
Comments
Value
Rating
First Name
Last Name
Mobile
Phone
Fax
Position
Company Name
Company Phone
Company Fax
Company Website
Company Comments
Pause Timers
Pauses any active timers.
