A lead from a form — straight into CRM and your mailing list

The scenario validates a form submission, creates a lead in your CRM, adds the contact to your mailing service and notifies the team.

  • A lead into CRM and mailing at once
  • Email validated before creating
  • A team notification
  • No manual copying
SuiteCRMCaptainVerifyNextcloud
Set it upScriptera

How it works

To get Keap notifications in , you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Tally Forms Trigger
  2. Then: CaptainMail
  3. Check: If Credits OK
  4. If yes: Notif Talk credits
  5. Check: If mail ok
  6. If yes: Notif Talk bad email
  7. If no: Token SuiteCRM
  8. Then: Create Lead SuiteCRM
  9. Then: Brevo Create Contact
  10. Then: Notif Talk Lead created

You can launch this integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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