Connect Enrich CRM and Cognito Forms to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Enrich CRM
Choose an Action
Automatically do this!
List forms
Create form entry
Delete entry
Get Document
Get form entry
Enable Integrations or automations with these events of Enrich CRM and Cognito Forms
Enable Integrations or automations with these events of Enrich CRM and Cognito Forms
Actions
Enrich Person & Company
Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.
List forms
Get a list of all forms in your Cognito Forms account.
Create form entry
Create a new submission in the selected Cognito Form to save the respondent's details.
Delete entry
Delete an entry from Cognito Forms.
Get Document
Retrieve the document created from a Cognito Forms entry so you can save or share it.
Get form entry
Retrieve a single entry from a Cognito form to view its submitted responses.
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Frequently Asked Questions
To start, connect both your Enrich CRM and Cognito Forms accounts to viaSocket. Once connected, you can set up a workflow where an event in Enrich CRM triggers actions in Cognito Forms (or vice versa).
Absolutely. You can customize how Enrich CRM data is recorded in Cognito Forms. This includes choosing which data fields go into which fields of Cognito Forms, setting up custom formats, and filtering out unwanted information.
The data sync between Enrich CRM and Cognito 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 Enrich CRM and Cognito 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 Enrich CRM
Enrich CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers robust tools for managing customer interactions, tracking sales leads, and enhancing customer satisfaction.
Learn MoreAbout Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
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