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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

Deals

Wizard

Schema of the wizard steps and its fields

Backend

  • Name
    string
  • API Key
    string

Form

  • Form title
    string

Bridge

  • Deal name
    string
  • Owner email
    string
  • Pipeline
    string
  • Bridge name
    string