Automate Salesflare Contact Creation from Cognito Forms Submissions
Automatically create new contacts in Salesflare whenever a new entry is submitted through Cognito Forms, streamlining your contact management process.
This workflow connects Cognito Forms and Salesflare to automate the process of adding new contacts. When a user submits a form on Cognito Forms, the workflow extracts relevant information such as name, email, and phone number, and creates a new contact in Salesflare. This ensures that your contact database is always up-to-date without manual data entry.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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