Create or update BenchmarkONE contacts with new submissions from ConvertCalculator
Stay on top of your contact management with this streamlined process. When a new submission comes through ConvertCalculator, this automation takes over, creating or updating a contact in BenchmarkONE. Enjoy the certainty of consistently current customer information, freeing up more time for other significant tasks.
Stay on top of your contact management with this streamlined process. When a new submission comes through ConvertCalculator, this automation takes over, creating or updating a contact in BenchmarkONE. Enjoy the certainty of consistently current customer information, freeing up more time for other significant tasks.
- When this happens...New Submission
Trigger when a new form submission is added.
- automatically do this!Create/Update Contact
Creates a new contact or updates an existing contact.
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New Calculator
Trigger when a new calculator is added.
Try ItWebhook NameRequired
Try ItNote SubjectRequired
Note BodyRequired
Contact's Email AddressRequired
Email TypeRequired
Contact StatusRequired
First Name
Last Name
Created At
Copy To Company
Update Last Contacted Date?
CalculatorRequired
Try ItTagRequired
Email AddressRequired
Email TypeRequired
Contact StatusRequired
First Name
Last Name
Update Existing ContactRequired
Email AddressRequired
Email TypeRequired
Contact StatusRequired
First Name
Last Name
Title
Company
Temperature
Phone Number
Phone Number Type
Address Street
Address City
Address State
Address Zip
Address Country
Address Type
Social Media URL
Social Media Type
Instant Message Username
Instant Message Type
Website URL
Source
Tag to Add