Connect followup-crm and WS Form to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for followup-crm
Choose an Action
Automatically do this!
- Request a new Action for WS Form
Integrate followup-crm with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your followup-crm and WS Form accounts to viaSocket. Once connected, you can set up a workflow where an event in followup-crm triggers actions in WS Form (or vice versa).
Absolutely. You can customize how followup-crm data is recorded in WS Form. This includes choosing which data fields go into which fields of WS Form, setting up custom formats, and filtering out unwanted information.
The data sync between followup-crm and WS Form 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 followup-crm and WS Form. 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 followup-crm
Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.
Learn MoreAbout WS Form
WS Form is a form builder for Wordpress. Build forms in a single click or use the unique drag and drop editor to create forms in seconds.
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