Paperless Forms + Shaker
Create deals in Shaker from new Paperless Forms entries
Streamline your sales process by automating the creation of deals in Shaker when you receive new entries through Paperless Forms. This workflow helps you save time, reduce manual data entry, and ensure that new opportunities are promptly added to your sales pipeline. Focus on closing deals knowing that your sales system is efficiently organized and updated.
Streamline your sales process by automating the creation of deals in Shaker when you receive new entries through Paperless Forms. This workflow helps you save time, reduce manual data entry, and ensure that new opportunities are promptly added to your sales pipeline. Focus on closing deals knowing that your sales system is efficiently organized and updated.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Deal
Creates a new deal.
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