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CRM Company Leads

Description

Leads form template. The resulting bridge will convert form submissions into leads linked to new companies.

Form layout

Blueprint of the template’s form

Wizard

Schema of the wizard steps and its fields

Credential

  • Name
    text
  • Database
    text
  • User
    text
  • Password
    text

Backend

  • Name
    text
  • Base URL
    url

Form

  • Form title
    text

Bridge

  • Owner email
    select
  • Lead name
    text
  • Priority
    number
  • Expected revenue
    number
  • Lead tags
    select
  • Bridge name
    text