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
text
Datacenter
select
Client ID
text
Client secret
text

Backend

Name
text
Base URL
select

Form

Form title
text

Bridge

Owner
select
Deal name
text
Deal stage
select
Pipeline name
text
Deal amount
number
Deal tags
text
Bridge name
text