Connect Fillout and Copilot CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Submission
Choose an Action
Automatically do this!
- Request a new Action for Copilot CRM
Enable Integrations or automations with these events of Fillout and Copilot CRM
Enable Integrations or automations with these events of Fillout and Copilot CRM
Triggers
New Submission
Triggers when a form receives a new submission.
Actions
Get Form Responses
Get all response data provided by users.
Search Response
Returns a single Responses by its ID
Delete Response
Deletes a submission by its ID
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Frequently Asked Questions
To start, connect both your Fillout and Copilot CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Fillout triggers actions in Copilot CRM (or vice versa).
Absolutely. You can customize how Fillout data is recorded in Copilot CRM. This includes choosing which data fields go into which fields of Copilot CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Fillout and Copilot CRM 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 Fillout and Copilot CRM. 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 Fillout
Fillout is a comprehensive form-building platform that allows users to create, customize, and manage online forms with ease. It offers a variety of templates and advanced features to streamline data collection and enhance user engagement.
Learn MoreAbout Copilot CRM
Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
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