Keep In Touch + Paperless Forms
Add new Paperless Forms entries as contacts in Keep In Touch
Effortlessly manage your contacts by connecting Paperless Forms and Keep In Touch. With this workflow, every time a new entry is submitted through your Paperless Forms, a contact will be created in Keep In Touch. Streamline your contact management process while ensuring all your valuable data is accurately transferred and organized.
Effortlessly manage your contacts by connecting Paperless Forms and Keep In Touch. With this workflow, every time a new entry is submitted through your Paperless Forms, a contact will be created in Keep In Touch. Streamline your contact management process while ensuring all your valuable data is accurately transferred and organized.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Contact
Adds a contact to the database.
- Free forever for core features
- 14 day trial for premium features & apps
Form Name
Try ItTeam Member ID
Deal Name
Deal Type
Deal Stage
Deal Status
Probability
Amount
Commission
Opened Date
Expected Close Date
Actual Closed Date
Note
Primary Contact ID
Try ItFirst NameRequired
Last NameRequired
Other Firstname
Other Lastname
Company
Address
City
State
Postalcode
Phone1
Fax
Email
Custom1
Memo
Category
Source
Category2
Custom2
Custom3
Custom4
Custom5
Custom6
Custom7
Custom8
Custom9
Custom10
Custom11
Custom12
Custom13
Custom14
Custom15
Custom16
Custom17
Custom18
Custom19
Custom20
EmailRequired
Source
Category2
Category
Try ItDeal TypeRequired
Deal StageRequired
Deal StatusRequired
Deal Name
Probability
Amount
Commission
Open Date
Expected Close Date
Actual Close Date
Next Step
Note
Primary Contact ID
Contact IDRequired
Status
Deal Type ID
Add Date After
Close Date After
Closed Date Before
Custom Fields
Related Contacts
