Connect Fluent Forms and upsales to Build Intelligent Automations

Choose a Trigger

Fluent Forms

When this happens...

Choose an Action

upsales

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Enable Integrations or automations with these events of Fluent Forms and upsales

Enable Integrations or automations with these events of Fluent Forms and upsales

Triggers

New Form Submission

New Form Submission

Triggered when a new form is submitted in Fluent Forms.

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Frequently Asked Questions

How do I start an integration between Fluent Forms and upsales?

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

Can we customize how data from Fluent Forms is recorded in upsales?

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

How often does the data sync between Fluent Forms and upsales?

The data sync between Fluent Forms and upsales 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 Fluent Forms to upsales?

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 Fluent Forms and upsales?

Yes, you can set conditional logic to control the flow of data between Fluent Forms and upsales. 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.

Fluent Forms

About Fluent Forms

Fluent Forms is a powerful and user-friendly form builder that allows users to create custom forms for their websites with ease. It offers a wide range of features including drag-and-drop form building, conditional logic, and integration with various third-party services, making it ideal for businesses and individuals looking to streamline their data collection processes.

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upsales

About upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

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