Connect Formbricks and CRM.io to Build Intelligent Automations

Choose a Trigger

Formbricks

When this happens...

Choose an Action

CRM.io

Automatically do this!

Enable Integrations or automations with these events of Formbricks and CRM.io

Enable Integrations or automations with these events of Formbricks and CRM.io

Actions

List All Action Classes

List All Action Classes

Get all the action classes available in the environment

List Attribute Classes

List Attribute Classes

Geta list of all the available attribute classes.

List Contact Attribute Keys

List Contact Attribute Keys

Get a list of all contact attribute keys defined in the current environment.

List Contact Attributes

List Contact Attributes

Get a list of all contact attributes in the current environment.

List Contacts

List Contacts

Get a list of all contacts for the current environment.

List Persons

List Persons

Get all the identified people from Formbricks.

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Frequently Asked Questions

How do I start an integration between Formbricks and CRM.io?

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

Can we customize how data from Formbricks is recorded in CRM.io?

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

How often does the data sync between Formbricks and CRM.io?

The data sync between Formbricks and CRM.io 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 Formbricks to CRM.io?

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 Formbricks and CRM.io?

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

Formbricks

About Formbricks

Formbricks is an open-source survey platform to gather insights at any point in the user journey.

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CRM.io

About CRM.io

CRM.io 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 with their clients and improve customer satisfaction.

Learn More