Connect Formitize and telecrm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Formitize
Choose an Action
Automatically do this!
Create a Lead
Update Lead Details
Search Leads
Ready to use Formitize and telecrm automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your Formitize integrations.
Create a Job
Create's a job in Formitize.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
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Frequently Asked Questions
To start, connect both your Formitize and telecrm accounts to viaSocket. Once connected, you can set up a workflow where an event in Formitize triggers actions in telecrm (or vice versa).
Absolutely. You can customize how Formitize data is recorded in telecrm. This includes choosing which data fields go into which fields of telecrm, setting up custom formats, and filtering out unwanted information.
The data sync between Formitize and telecrm 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 Formitize and telecrm. 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 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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