WPForms integration with Agency Elephant
How to Create or update Agency Elephant leads from new WPForms form entries
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create or update Agency Elephant leads from new WPForms form entries" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Agency Elephant integrations
Agency Elephant actions
Nekton can use any feature that is available in Agency Elephant API.
Using our advanced AI, you can easily create custom automations for Agency Elephant.
Here are some typical actions you can do in your automated workflows.
Add/Remove Tag From Lead
Add or remove a tag from Lead
Create or Update Lead
Create a new lead, or updates an existing lead.
Add/Remove Pipeline Status From Lead
Add or remove a pipeline status from Lead
Copy/Move Lead
Copy or move a Lead to group
Find Lead
Finds a lead by keywords like- name, email, phone, city, etc
Pipeline Status Added or Removed From Lead
Triggers when a Pipeline Status is added or removed from a Lead.
About Agency Elephant
Agency Elephant is a sales automation tool that makes outbound prospecting and leads follow up easy for the salespeople.