CASEpeer + Fillout Forms
Create new CASEpeer leads from Fillout Forms submissions for streamlined lead management
Effortlessly manage leads by connecting Fillout Forms to CASEpeer with this seamless workflow. Whenever a new submission is received in Fillout Forms, a lead will be created in CASEpeer, keeping your client information organized and easily accessible. Simplify your lead management process and focus on what truly matters - providing top-notch service to your clients.
Effortlessly manage leads by connecting Fillout Forms to CASEpeer with this seamless workflow. Whenever a new submission is received in Fillout Forms, a lead will be created in CASEpeer, keeping your client information organized and easily accessible. Simplify your lead management process and focus on what truly matters - providing top-notch service to your clients.
- When this happens...New Submission
Triggers when a form receives a new submission.
- automatically do this!Create Lead
Creating a lead action
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Form
Try ItCase Status Change
Triggers when a case changes status.
Try ItNew Case
Triggers when a new case is created.
Try ItCase TypeRequired
Phone TypeRequired
Date Of InjuryRequired
Phone NumberRequired
First NameRequired
Last NameRequired
Middle Name
Email
Nick Name
Source Type
Source Detail
Date of Birth
Language
Incident Description
Description of Injuries
Case StatusRequired
