Deals

Description

Leads form templates. The resulting bridge will convert form submissions into deals on the sales pipeline linked new contacts.

Form layout

Blueprint of the template’s form

Company name
Street
Postal code
City
State
Country
First name
Last name
Title
Email
Phone
Comments

Wizard

Schema of the wizard steps and its fields

Credential

Name
string
Organization ID
string
Client ID
string
Client secret
string

Backend

Name
string
Base URL
options

Form

Form title
string

Bridge

Owner
string
Deal name
string
Deal stage
options
Pipeline name
string
Deal amount
number
Deal tags
string
Bridge name
string