Connect Entera CRM and Yay Forms to Build Intelligent Automations

Choose a Trigger

Entera CRM

When this happens...

Choose an Action

Yay Forms

Automatically do this!

Enable Integrations or automations with these events of Entera CRM and Yay Forms

Enable Integrations or automations with these events of Entera CRM and Yay Forms

Actions

Add New Contact

Add New Contact

Creates a new contact in Entera CRM.

Create Organization

Create Organization

creation of new organizations within the system.

Create Lead

Create Lead

This endpoint allows you to add a new lead to the system.

Create Deal

Create Deal

This endpoint allows you to add a new contact to the system.

Request a new Action for Entera CRM

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Frequently Asked Questions

How do I start an integration between Entera CRM and Yay Forms?

To start, connect both your Entera CRM and Yay Forms accounts to viaSocket. Once connected, you can set up a workflow where an event in Entera CRM triggers actions in Yay Forms (or vice versa).

Can we customize how data from Entera CRM is recorded in Yay Forms?

Absolutely. You can customize how Entera CRM data is recorded in Yay Forms. This includes choosing which data fields go into which fields of Yay Forms, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Entera CRM and Yay Forms?

The data sync between Entera CRM and Yay Forms typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Entera CRM to Yay Forms?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Entera CRM and Yay Forms?

Yes, you can set conditional logic to control the flow of data between Entera CRM and Yay 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.

Entera CRM

About Entera CRM

Entera CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships and improve customer satisfaction.

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Yay Forms

About Yay Forms

This integration allows users to receive responses from Yay! Forms and connect them to 5000+ apps.

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