123FormBuilder + DeltaNet CRM

Create new DeltaNet CRM customers from 123FormBuilder submissions

Effortlessly keep your DeltaNet CRM up-to-date with incoming data from 123FormBuilder. This workflow is designed to streamline the process of adding new customers to your CRM whenever a form is submitted in 123FormBuilder. Save time, ensure accuracy, and maintain organized customer records with this seamless automation.

Effortlessly keep your DeltaNet CRM up-to-date with incoming data from 123FormBuilder. This workflow is designed to streamline the process of adding new customers to your CRM whenever a form is submitted in 123FormBuilder. Save time, ensure accuracy, and maintain organized customer records with this seamless automation.

  1. When this happens...
    123FormBuilder123FormBuilder
    New Form

    Triggers when a new form is added to your account.

    TriggerPolling
  2. automatically do this!
    DeltaNet CRMDeltaNet CRM
    Add Customer

    Create a new customer in DeltaNet.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Polling
    Try It
    • Processed/Unprocessed request

    • Request Type

    • Request Source

    • Customer Groups

    • Showing Type

    • Assigned Agent

    • Office

    • Assignment Type

    Trigger
    Polling
    Try It
    • customer_emailRequired

    • NoteRequired

    • Date

    Action
    Write
    • Customer emailRequired

    • Start DateRequired

    • RepeatRequired

    • End Date

    • ActionRequired

    • Note

    Action
    Write
123formbuilder logo
123formbuilder logo

About 123FormBuilder

123FormBuilder is an easy way to create and use free html forms for your website using their online contact form generator!
Learn more

Related categories

  • Forms & Surveys

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deltanet-crm logo
deltanet-crm logo

About DeltaNet CRM

DeltaNET CRM App is CRM and leads management tool for real estate agents.

Related categories

  • CRM (Customer Relationship Management)

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