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New Lead - Investor Questionnaire & Intake Form

Anytime a new Investor Questionnaire & Intake Form is submitted through Formstack, a lead is created in LeadSimple, and it can be found under the Buyer Pipeline.

Yonatan Schmidtcreated by Yonatan Schmidt
How Zapier works (57 sec)
How Zapier works (57 sec)
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This Zap works in 2 steps

  • 1 minute to set up
  • Get back 1.2 hrs /week
  • 2 people use this app pairing

This Zap uses the following 2 apps

  • Formstack (1.2.0) logo
  • LeadSimple logo

Formstack (1.2.0) + LeadSimple

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