Connect Formsite and SyndicationPro to unlock the power of automation
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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate Formsite with SyndicationPro - no code necessary. See how you can get setup in minutes.
Select a trigger from Formsite
A trigger is an event that starts your Zap and runs the workflow. For example, with Formsite, a trigger could be "New Form Result."
Setup an action from SyndicationPro
An action is what takes place after the automation is triggered. For example, with SyndicationPro, the action could be "Create a Contact."
That’s it! You just connected Formsite to SyndicationPro
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Connect Formsite and SyndicationPro to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Integration categories
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
triggers, actions, or triggers and actions
- FormRequired
Try ItTriggerInstant- First Name
- Last Name
- EmailRequired
- Phone Number
- Residency
- Date of Birth
- Nickname
- Self Accreditation
- Verified Account
- Investment Capacity
- How did you hear about us
- Send Invitation EmailRequired
ActionWrite- First Name
- Last Name
- Phone Number
- EmailRequired
- Self Accreditation
- Verified Account
ActionWrite
- Contact Created or Updated
Triggers when a new lead signs up or a contact is updated.
Try ItTriggerInstant - Tags
- EmailRequired
ActionWrite
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About SyndicationPro
SyndicationPro is a robust and easy to use CRM, Investor Portal and Investment Management software.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier