Integrate Everest Forms with Livespace
Send information between Everest Forms and Livespace automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Livespace when a form is submitted through Everest Forms
Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in Livespace using the form inputs received in Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow creates a new person in Livespace.
Create a new person in Livespace when a form is submitted through Everest Forms
Everest Forms + Livespace
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Supported triggers and actions
Integrate Everest Forms and Livespace using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry added
Triggers when a new form entry is added
Person created
Triggers when a new person is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create task
Creates a new task
Add deal note
Adds a note to the specified deal
Create company
Creates a new company
Create person
Creates a new person
Add company note
Adds a note to the specified company
Add person note
Adds a note to the specified person
Create deal
Creates a new deal
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Update person
Updates the details of an existing person
Fetch deal
Fetches the details of an existing deal
Fetch company
Fetches the details of an existing company
Fetch person
Fetches the details of an existing person
What is Everest Forms?
Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.
Similar apps
What is Livespace?
Livespace is a CRM platform that helps you plan, optimize, and control your sales process. It also provides features such as statistics and reports, email and task automation, and more.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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