Formsite + SalesScreen
Create SalesScreen users from new Formsite form results
Effortlessly streamline your onboarding process with this workflow that connects Formsite and SalesScreen. When you receive a new form result in Formsite, it will instantly create a user in SalesScreen, eliminating manual data entry and saving you valuable time. Focus on building your team while this automation ensures your sales engagement platform stays up-to-date with the latest information.
Effortlessly streamline your onboarding process with this workflow that connects Formsite and SalesScreen. When you receive a new form result in Formsite, it will instantly create a user in SalesScreen, eliminating manual data entry and saving you valuable time. Focus on building your team while this automation ensures your sales engagement platform stays up-to-date with the latest information.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create User
Creates a new user in SalesScreen.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItExternal Record IDRequired
External User IDRequired
Activity TypeRequired
Date
App
External User IDRequired
App
EmailRequired
NameRequired
External Team
External User IDRequired
EmailRequired
NameRequired
External Team
App
External User IDRequired
App
