Formstack + LeadConnector
Turn new Formstack submissions into added or updated LeadConnector opportunities
When you receive a new form submission in Formstack, optimize your lead management process with this workflow. It will promptly add or update the opportunity in your LeadConnector app, helping you track and monitor newly generated leads seamlessly. Enhance your efficiency and ensure no lead falls through the cracks with this easy-to-implement process.
When you receive a new form submission in Formstack, optimize your lead management process with this workflow. It will promptly add or update the opportunity in your LeadConnector app, helping you track and monitor newly generated leads seamlessly. Enhance your efficiency and ensure no lead falls through the cracks with this easy-to-implement process.
- When this happens...New Form Submission
Triggers when a Form recieives a Submission.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
FormRequired
Field identification
Try ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
