Tag: integration

[HowTo] Create a Salesforce Lead from frevvo

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In the last post, we described how to integrate a frevvo form/workflow with Quickbooks to create a new customer. Another common integration we see is with Salesforce. Similar to the Quickbooks integration, you can use the combination of Google Sheets + Zapier to make things happen in Salesforce when a frevvo form/workflow is submitted.

For example, let’s say you want to create a new Lead in Salesforce. The process is very simple and similar to the Quickbooks example.

1. Create your Google Sheet

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Our example has several fields as shown above and test data in the first row. Make sure yours has a header row and at least one row of sample data. The columns in your sheet will depend on your Salesforce Lead fields. You must have a column for each required Lead field.

2. Create a Zap (in Zapier) and setup Google Sheets

Select Google Sheets as the trigger app, choose “New Spreadsheet Row” as the trigger, connect your Google Account, choose the Spreadsheet and Worksheet and pull in the sample row you created earlier.

 

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3. Connect the Action of the Zap to Salesforce

Choose Salesforce as the Action App, select the Create Lead action, connect your Salesforce account, map fields to setup the Salesforce Lead template, and run a Test. Assuming the test is successful, give your zap a name and activate it.

 

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4. Create your frevvo form or workflow and connect it to Google Sheets

Create the frevvo form with the appropriate fields and connect it to Google Sheets using the Save to Google Sheets wizard. When the form is submitted, a row is created in your Google Sheet. After a few minutes, the Zap will pick up the new row from the sheet and create your new Salesforce lead.

That’s all there is to it. With frevvo + Google Sheets + Zapier, you can easily and affordably integrate with 1000s of applications that Zapier supports without writing a single line of code.

Give it a whirl – sign up for a free trial today.

[HowTo] Create a Quickbooks customer from frevvo

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As many of you know, it’s trivial to integrate frevvo forms and workflows with Google Sheets. There are many things you can do with this integration but the simplest and most common is to create a new row in the Google Sheet when a form is submitted. By combining this with Zapier’s integration platform, you can accomplish a vast array of integrations.

You can integrate with 100s of systems in this manner e.g. create a new Customer in Quickbooks. Here are the steps (this post has a lot of screenshots):

1. Create your Google Sheet

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Our example has several fields as shown above and test data in the first row. Make sure yours has a header row and at least one row of sample data.

2. Create a Zap (in Zapier) and setup Google Sheets

Select Google Sheets as the trigger app, choose “New Spreadsheet Row” as the trigger, connect your Google Account, choose the Spreadsheet and Worksheet and pull in the sample row you created earlier.

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3. Connect the Action of the Zap to Quickbooks Online

Choose Quickbooks Online as the Action App, select the Create Customer action, connect your Quickbooks Online account, map fields to setup the Customer template, and run a Test. Assuming the test is successful, give your zap a name and activate it.

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4. Create your frevvo form or workflow and connect it to Google Sheets

Create the frevvo form with the appropriate fields and connect it to Google Sheets using the Save to Google Sheets wizard. When the form is submitted, a row is created in your Google Sheet. After a few minutes, the Zap will pick up the new row from the sheet and create your new Quickbooks customer.

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It’s as easy as that. With frevvo + Google Sheets + Zapier, you can easily and affordably integrate with 1000s of applications that Zapier supports without writing a single line of code.

Give it a whirl – sign up for a free trial today.

Ivy League University automates Financial Aid forms integrated with Perceptive ImageNow

This world-renowned Ivy League University has long been recognized for the quality of its academic and research programs and its dedication to developing global leaders.

ivy-leagueThe University’s Financial Aid office needs to securely collect a large variety of data from a candidate. The paper-based process they were using was tedious for families as well as staff who had to input/scan the data into internal systems.

Our future success lies in our ability to deliver exceptional services to students and families. We are truly happy with frevvo Live Forms. Our primary considerations were adoptability, simplicity and integration.

frevvo’s modern, online system is easy-to-use, and meets our needs at a reasonable cost. Live Forms is the best web-based forms & workflow solution on the market today for our needs.

-Director of Information Technology

Using Live Forms, the Financial Aid Office implemented and deployed several electronic forms and integrated them with their Perceptive ImageNow EDM system. Now, the forms running in frevvo’s Cloud submit data that flows seamlessly into Perceptive.

Read the Case Study and learn more by visiting our website. Explore some of the examples, read customer success stories and contact us for more details.

Dynatrace chooses frevvo for approvals

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Dynatrace gives their 7500+ customers the application insights they need to achieve digital success.

As the company was growing across the globe, the need to digitize routine approval workflows became increasingly apparent so that employees could stop wasting time chasing down signatures and dealing with the inevitable delays. They wanted to standardize on a single product starting with Purchasing and eventually branching out to other areas such as HR and I.T.

Dynatrace started with their Purchase Requisition process. This is where an employee needs to purchase something, fills out a form and it goes through one or more approvals. When approved, the data (including any attachments) must be saved in NetSuite as a Requisition since that’s the system of record for this information. The integration between frevvo and NetSuite will take place through their Dell Boomi integration platform.

dynatrace-intDynatrace chose frevvo after a brief evaluation because:

  • It provides end users with a fantastic user experience on all devices yet is powerful enough to meet their unique business needs and create their customized forms/workflows.
  • It works with their existing infrastructure including Active Directory, SQL Server, NetSuite, Boomi and others.
  • Electronic signatures mean managers can approve anytime, from anywhere on any device.

So, why not try frevvo free for 30 days and see for yourself how you can stop printing, signing and scanning for routine approvals.