Formstack + Radius CRM
Create new Radius CRM leads/clients from new Formstack form submissions
Streamline your lead management process with this unified workflow. As soon as a new form submission is processed in Formstack, a new lead/client is instantly created in your Radius CRM. This automation not only helps to maintain consistency in your database but also ensures you're always ready to engage with your potential clients at the earliest. Keep your focus on building strong customer relationships, let this workflow handle your data organization.
Streamline your lead management process with this unified workflow. As soon as a new form submission is processed in Formstack, a new lead/client is instantly created in your Radius CRM. This automation not only helps to maintain consistency in your database but also ensures you're always ready to engage with your potential clients at the earliest. Keep your focus on building strong customer relationships, let this workflow handle your data organization.
- When this happens...New Form Submission
Triggers when a Form recieives a Submission.
- automatically do this!Create Lead/Client
Create a Lead or Client in Radius
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New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
Create Lead/Client
Create a Lead or Client in Radius
FormRequired
Field identification
Try ItHTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Update Lead/Client
Update an existing lead or client record in Radius.
