Formsite + Shaker

Create Shaker deals from new Formsite form results

Effortlessly streamline your sales process with this Formsite and Shaker workflow. Whenever a new form result is submitted in Formsite, a deal will be created in Shaker, keeping your sales pipeline updated and organized. Save time and stay focused on closing deals with this seamless automation.

Effortlessly streamline your sales process with this Formsite and Shaker workflow. Whenever a new form result is submitted in Formsite, a deal will be created in Shaker, keeping your sales pipeline updated and organized. Save time and stay focused on closing deals with this seamless automation.

  1. When this happens...
    FormsiteFormsite
    New Form Result

    Triggers when a user submits a new form result.

    TriggerInstant
  2. automatically do this!
    ShakerShaker
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

formsite logo
formsite logo

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn more

Related categories

  • Forms & Surveys

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shaker logo
shaker logo

About Shaker

Shaker is a collaborative client relationship and workflow manager for real estate teams.

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  • CRM (Customer Relationship Management)

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