Connect Fluent Forms and Wortal CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Fluent Forms and Wortal CRM
Enable Integrations or automations with these events of Fluent Forms and Wortal CRM
Triggers
New Form Submission
Triggered when a new form is submitted in Fluent Forms.
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Frequently Asked Questions
To start, connect both your Fluent Forms and Wortal CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Fluent Forms triggers actions in Wortal CRM (or vice versa).
Absolutely. You can customize how Fluent Forms data is recorded in Wortal CRM. This includes choosing which data fields go into which fields of Wortal CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Fluent Forms and Wortal 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 Fluent Forms and Wortal 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 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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About Wortal CRM
Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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