Integrations Formitize Sales Simplify
Formitize + Sales Simplify

Connect Formitize and Sales Simplify to Build Intelligent Automations

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Formitize

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Frequently Asked Questions

How do I start an integration between Formitize and Sales Simplify?

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

Can we customize how data from Formitize is recorded in Sales Simplify?

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

How often does the data sync between Formitize and Sales Simplify?

The data sync between Formitize and Sales Simplify 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 Sales Simplify?

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 Sales Simplify?

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

About Sales Simplify

An all-in-one sales automation and engagement platform with built-in CRM and cloud communication channels.

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