FUNNELKING + Projectplace Integration

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FUNNELKING + Projectplace Integration

Create Projectplace card for new FUNNELKING form submission

Any time a new FUNNELKING form submission is submitted, this FUNNELKING - Projectplaceintegration will create a new card in Projectplace so that the relevant team can track progress. This will ensure that every form submission 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 submission. As a result, this simple automation can save a lot of time and effort while helping to ensure that every FUNNELKING form submission is dealt with effectively.
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FUNNELKING + Projectplace Integration
1.
  • FUNNELKING
    Contact is created or updated in FUNNELKING Instant
  • FUNNELKING
    Order is updated in FUNNELKING Instant
  • FUNNELKING
    Order is created in FUNNELKING Instant
  • FUNNELKING
    Form response is created in FUNNELKING Instant
  • FUNNELKING
    Product is created in FUNNELKING Instant
  • FUNNELKING
    Product is updated in FUNNELKING Instant
  • FUNNELKING
    Booking is created in FUNNELKING Instant
  • Projectplace
    Card is created in Projectplace
  • Projectplace
    Card is moved to done/last column in Projectplace
2.
  • FUNNELKING
    Create contact in FUNNELKING
  • FUNNELKING
    Search contact in FUNNELKING
  • FUNNELKING
    Create product in FUNNELKING
  • FUNNELKING
    Delete contact in FUNNELKING
  • FUNNELKING
    Update contact in FUNNELKING
  • FUNNELKING
    Update product in FUNNELKING
  • FUNNELKING
    Search product in FUNNELKING
  • FUNNELKING
    Create member in FUNNELKING
  • FUNNELKING
    Delete member in FUNNELKING
  • FUNNELKING
    Create member group in FUNNELKING
  • FUNNELKING
    Update member group in FUNNELKING
  • FUNNELKING
    Delete member group in FUNNELKING
  • 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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