Create new Privyr clients from Popupsmart form submissions
Easily streamline your client onboarding process with this simple workflow between Popupsmart and Privyr. When new form data is submitted via Popupsmart, a client profile will be created within Privyr, saving you time and effort in manual data entry. With this seamless integration, you can efficiently manage and organize your leads, ensuring valuable information is always up-to-date and accessible.
Easily streamline your client onboarding process with this simple workflow between Popupsmart and Privyr. When new form data is submitted via Popupsmart, a client profile will be created within Privyr, saving you time and effort in manual data entry. With this seamless integration, you can efficiently manage and organize your leads, ensuring valuable information is always up-to-date and accessible.
- When this happens...New Popup Form Data
Triggers when a new popup form data is created.
- automatically do this!Create Client
Create a new client in your Privyr account
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Client NameRequired
Phone Number
Email Address
Additional Client Details
Lead SourceRequired