Create and update AgentHub contacts from new Formsite form results
Effortlessly keep your AgentHub contacts up-to-date with this streamlined workflow. Whenever you receive a new Formsite form result, it will instantly update or add a contact in your AgentHub app. Stay organized and save time by utilizing this automation to maintain your contact list with ease.
Effortlessly keep your AgentHub contacts up-to-date with this streamlined workflow. Whenever you receive a new Formsite form result, it will instantly update or add a contact in your AgentHub app. Stay organized and save time by utilizing this automation to maintain your contact list with ease.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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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
In 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