Commusoft + Zoho Forms
Create new Commusoft opportunities from new Zoho Forms entries
Start promptly transforming new entries from Zoho Forms into business opportunities on Commusoft, with this seamless workflow. Whenever a new form entry is made, it initiates the creation of a fresh opportunity in your Commusoft platform. This automation eases the data transfer process, letting you focus more on potential business growth and less on manual data entry.
Start promptly transforming new entries from Zoho Forms into business opportunities on Commusoft, with this seamless workflow. Whenever a new form entry is made, it initiates the creation of a fresh opportunity in your Commusoft platform. This automation eases the data transfer process, letting you focus more on potential business growth and less on manual data entry.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Create Opportunity
This action always creates a Customer based on the provided information and creates a new opportunity under the given customer. Please make sure not to use this action if the customer already exists in Commusoft.
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