Credit Letters Software + Formidable Forms
Create new Credit Letters Software clients from Formidable Forms entries
Effortlessly add new clients to your Credit Letters Software whenever a form entry is submitted in Formidable Forms. With this workflow, each new entry will create a client in your Credit Letters Software, saving you time and ensuring that important information is captured accurately. Streamline your client onboarding process and focus on providing exceptional service with this automation.
Effortlessly add new clients to your Credit Letters Software whenever a form entry is submitted in Formidable Forms. With this workflow, each new entry will create a client in your Credit Letters Software, saving you time and ensuring that important information is captured accurately. Streamline your client onboarding process and focus on providing exceptional service with this automation.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create Client
Finds a client based on email or phone.
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