Nutshell + Paperless Forms
Create new Nutshell leads from Paperless Forms entries instantly
Effortlessly streamline your lead generation process with this Paperless Forms and Nutshell integration. When a new entry is submitted via Paperless Forms, this workflow will automatically create a lead in Nutshell, ensuring a seamless transfer of information and allowing your sales team to act promptly. Save time and increase productivity by keeping your leads organized and up to date with this simple automation.
Effortlessly streamline your lead generation process with this Paperless Forms and Nutshell integration. When a new entry is submitted via Paperless Forms, this workflow will automatically create a lead in Nutshell, ensuring a seamless transfer of information and allowing your sales team to act promptly. Save time and increase productivity by keeping your leads organized and up to date with this simple automation.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Lead
Creates a new Lead.
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Form Name
Try ItActivity Logged
Triggers when an Activity is logged.
Try ItNew Activity
Triggers when new Activity is created.
Try ItNew Lead
Triggers when a new Lead is created.
Try It
Lead Won
Triggers when a lead is won.
Try ItNew Company
Triggers when new Company is created.
Try ItNew Person
Triggers when new Person is created.
Try ItAgenda
Activity typeRequired
Start time
End time
Internal note
People within Nutshell
Users within Nutshell
Meeting lasts all day
Flag meeting as important
Street address
Street address line 2
Street address line 3
City
State
Country
Postal code
Address type
