AccuFunnels + Projectplace Integration

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AccuFunnels + Projectplace Integration

Create Projectplace card for new AccuFunnels form response

Any time a new AccuFunnels form response is submitted, this AccuFunnels - Projectplaceintegration will create a new card in Projectplace so that the relevant team can track progress. This will ensure that every form response is followed up in a timely fashion.

In addition, the Projectplace card will provide a clear record of what has been done and what still needs to be done in order to address each form response. As a result, this simple automation can save a lot of time and effort while helping to ensure that every AccuFunnels form response is dealt with effectively.
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AccuFunnels + Projectplace Integration
1.
  • AccuFunnels
    Contact is created or updated in AccuFunnels Instant
  • AccuFunnels
    Form response is created in AccuFunnels Instant
  • AccuFunnels
    Order is created in AccuFunnels Instant
  • AccuFunnels
    Order is updated in AccuFunnels Instant
  • AccuFunnels
    Product is created in AccuFunnels Instant
  • AccuFunnels
    Product is updated in AccuFunnels Instant
  • AccuFunnels
    Booking is created in AccuFunnels Instant
  • Projectplace
    Card is created in Projectplace
  • Projectplace
    Card is moved to done/last column in Projectplace
2.
  • AccuFunnels
    Delete contact in AccuFunnels
  • AccuFunnels
    Search contact in AccuFunnels
  • AccuFunnels
    Update contact in AccuFunnels
  • AccuFunnels
    Create contact in AccuFunnels
  • AccuFunnels
    Create product in AccuFunnels
  • AccuFunnels
    Update product in AccuFunnels
  • AccuFunnels
    Search product in AccuFunnels
  • AccuFunnels
    Create member in AccuFunnels
  • AccuFunnels
    Delete member in AccuFunnels
  • AccuFunnels
    Update member in AccuFunnels
  • AccuFunnels
    Create member group in AccuFunnels
  • AccuFunnels
    Update member group in AccuFunnels
  • AccuFunnels
    Delete member group in AccuFunnels
  • Projectplace
    Create card in Projectplace
  • Projectplace
    Create a card on an existing activity in Projectplace
  • Projectplace
    Search card by name in Projectplace
  • Projectplace
    Add reported time to a card in Projectplace
  • Projectplace
    Create board in Projectplace
  • Projectplace
    Create project in Projectplace
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