Wufoo integration with BenchmarkONE
How to Create and update BenchmarkONE contacts from Wufoo 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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create and update BenchmarkONE contacts from Wufoo entries" and then click on "Automate".
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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 BenchmarkONE integrations
BenchmarkONE actions
Nekton can use any feature that is available in BenchmarkONE API.
Using our advanced AI, you can easily create custom automations for BenchmarkONE.
Here are some typical actions you can do in your automated workflows.
Add Note
Adds a note to contact. If contact does not exist, this action creates contact and adds the note.
Add Tag
Adds tag to contact. If contact does not exist, this action creates contact and adds tags.
Create/Update Contact
Creates a new contact or updates an existing contact.
New Webhook Automation Event
Triggers when a webhook automation step is called.
About BenchmarkONE
Keep tabs on your contacts, automatically follow up on them, and track your marketing with smart insights in BenchmarkONE's simple CRM.