Connect CB Insights and Immedio Forms to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for CB Insights
Choose an Action
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- Request a new Action for Immedio Forms
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This process may take 15 to 30 days.
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Frequently Asked Questions
To start, connect both your CB Insights and Immedio Forms accounts to viaSocket. Once connected, you can set up a workflow where an event in CB Insights triggers actions in Immedio Forms (or vice versa).
Absolutely. You can customize how CB Insights data is recorded in Immedio Forms. This includes choosing which data fields go into which fields of Immedio Forms, setting up custom formats, and filtering out unwanted information.
The data sync between CB Insights and Immedio Forms typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CB Insights and Immedio Forms. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About CB Insights
The CB Insights market intelligence platform analyzes data points on venture capital, startups, patents, partnerships and tech news.
Learn MoreAbout Immedio Forms
immedio Forms is a web form with multiple use cases like post webinar questionnaire, business card capture and meeting scheduling.
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