AgentHub + Paperless Forms
Create and update AgentHub contacts from new Paperless Forms entries
Effortlessly manage your contacts with this Paperless Forms and AgentHub automation. Whenever a new entry is submitted through Paperless Forms, the workflow will add or update the contact information in the AgentHub app. Save time and keep your contact list up-to-date with this seamless integration.
Effortlessly manage your contacts with this Paperless Forms and AgentHub automation. Whenever a new entry is submitted through Paperless Forms, the workflow will add or update the contact information in the AgentHub app. Save time and keep your contact list up-to-date with this seamless integration.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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Form Name
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
