Create a sales opportunity for a Company based on form submission

Template Name

Create a Sales Opportunity for a Company Based on Form Submission.

Purpose

This automation streamlines your sales process by creating a sales opportunity whenever a new company is added via Form submissions. By leveraging this automation, your sales team can act quickly on new leads, ensuring personalized and effective engagement with potential clients.

Prerequisites

• Before setting up this automation, ensure:
• You have access to the Forms & CRM in your system.
• The form with a custom record source to be used to collect company data is integrated with your CRM.
• You have the necessary permissions to create automation templates.
• How to video:

Step-by-Step Setup

1. Go to Automations in Partner Center.
2. Navigate to the Automation Templates section.
3. Click on All Templates and search Create a sales opportunity for a Company based on form submission.
4. Click on Use Template and customize the record source on your trigger.
5. Configure Sales Opportunity Creation Form on the Automation Side Panel as needed.
6. Turn on the automation. 

Additional Customizations

Feel free to add a few more steps such as:

• Starting a campaign for the Company.
• Create a CRM task so that your salesperson can follow up.