123FormBuilder Integration with Revamp CRM
With 123FormBuilder’s Revamp CRM integration, you can automatically create and/or update Revamp CRM
records added through 123FormBuilder. Keep your team informed, collaborate better and run workflows
123FormBuilder Integration Details
Once this integration is active, a new contact will be added to Revamp CRM for every new submission received from 123FormBuilder. This will happen automatically from then on, ensuring that you have nothing but the latest data for your follow-ups and outreach.
How 123FormBuilder Integration works, when a new customer is created
You can configure Zapier to:
- Create a Contact in Revamp CRM with a tag ‘123FormBuilder’
- You can optionally create a dynamic segment for all contacts with ‘123FormBuilder’ tag
- Furthermore, automation can run on this segment to create a follow-up task.
- Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
- Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.
How 123FormBuilder Integration works, when a new form is created
You can configure Zapier to:
- Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
- Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.
What You Need
- 123FormBuilder account
- Revamp CRM account
About 123FormBuilder
- 123FormBuilder allows you to build any type of online forms, manage workflows and collect accurate data with ease. With its intuitive interface and powerful capabilities, 123FormBuilder is trusted by 1.7 million users in +185 countries, throughout all major industry verticals.
About Revamp CRM
- Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.