FormCan + Upscale

Save new FormCan submissions as prospects in Upscale

Maximize your lead management efficiency with this streamlined process. When a new submission gets filled in on FormCan, it's instantly registered as a prospect in Upscale. This process ensures no prospect slips through the cracks and speeds up information transfer, saving valuable time. Keep your sales pipeline up-to-date and efficient with this seamless transfer of data.

When this happens...
New Submission
Triggers when a form is submitted.
TriggerInstant
automatically do this!
Save Prospect
Create or Update a Prospect in Upscale
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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Account Created
Triggers when a new Account is created.
Trigger
Instant
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Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Instant
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Prospect Created
Triggers when a new prospect is created in Upscale.
Trigger
Instant
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Prospect Unsubscribed
Triggers when a prospect unsubscribes from email communication.
Trigger
Instant
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- Update ByRequired
- NameRequired
- Account Domain
- Tags
- Prospect Emails
Action
Write
- Prospect EmailRequired
- First Name
- Last Name
- Personal Email
- Work Phone
- Personal Phone
- Country
- Organisation
- Job Title
- LinkedIn URL
- Website URL
- Prospect StageRequired
- TimeZone (IANA)
- Tags
Action
Write

- FormRequired
Action
Write
Account Updated
Triggers when an Account is updated.
Trigger
Instant
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Opportunity Updated
Triggers when an Opportunity is updated.
Trigger
Instant
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Prospect Opted Out
Triggers when a prospect opts out from all types of communication.
Trigger
Instant
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Prospect Updated
Triggers when a prospect is updated in Upscale.
Trigger
Instant
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- Update By
- Id
- NameRequired
- Account
- Prospects
- Opportunity StageRequired
- Tags
- Amount Currency
- Amount Value
- Close Date
- Probability
Action
Write