Connect Formitize and callrail to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Formitize and callrail?

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

Can we customize how data from Formitize is recorded in callrail?

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

How often does the data sync between Formitize and callrail?

The data sync between Formitize and callrail 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 Formitize to callrail?

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 Formitize and callrail?

Yes, you can set conditional logic to control the flow of data between Formitize and callrail. 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.

Formitize

About Formitize

Formitize is a comprehensive platform designed to streamline business processes through digital forms and mobile solutions. It offers tools for creating, managing, and analyzing forms to enhance productivity and efficiency across various industries.

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callrail

About callrail

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

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