LeadMetrics + umsatz.io

Create new deals in LeadMetrics for each new form submission in umsatz.io

This workflow kicks into gear when a new form is submitted via Umsatz.io, resulting in the creation of a deal in LeadMetrics. Without manually transferring the data, it streamlines the process of lead management to help you maximize revenue opportunities. Great for businesses that are focused on scaling rapidly.

This workflow kicks into gear when a new form is submitted via Umsatz.io, resulting in the creation of a deal in LeadMetrics. Without manually transferring the data, it streamlines the process of lead management to help you maximize revenue opportunities. Great for businesses that are focused on scaling rapidly.

  1. When this happens...
    umsatz.ioumsatz.io
    New Form Submission

    Triggers when a new form is submitted in the system.

    TriggerInstant
  2. automatically do this!
    LeadMetricsLeadMetrics
    Create Deal

    Creates a Deal in LeadMetrics

    ActionWrite
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Supported triggers and actions

  • umsatz.io triggers, actions, and search

    Modify a Deal Property

    Triggers when a deal property is filled or edited.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Contact

    Triggers when a new contact is created in the system.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Form Submission

    Triggers when a new form is submitted in the system.

    Trigger
    Instant
    Try It
    • Note (optional)

    Action
    Write
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About LeadMetrics

LeadMetrics is a tool to keep track of your lead campaigns, simplifies reporting and displays all relevant KPIs in a clear dashboard.

Related categories

  • Social Media Marketing
umsatzio logo
umsatzio logo

About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.
Learn more

Related categories

  • Sales & CRM