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How Zapier works
Zapier makes it easy to integrate eForma with LeadDelta - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from eForma.
Add your action
An action happens after the trigger—such as "Add Note" in LeadDelta.
You’re connected!
Zapier seamlessly connects eForma and LeadDelta, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - New Disconnect
Triggers when a connection is disconnected.
Try ItTriggerInstant - New Message
Triggers when a new message is sent to a connection.
Try ItTriggerInstant
- First NameRequired
- Last Name
- EmailRequired
- Phone NumberRequired
- Date of Birth
- Country
- SourceRequired
- Address
- City
- Zipcode
- Staff
ActionWrite- New Connection
Triggers when a new connection is added.
Try ItTriggerInstant - New Follow
Triggers when a connection is followed.
Try ItTriggerInstant - New Note
Triggers when a new note is added to a connection.
Try ItTriggerInstant
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