Connect Formo and Copilot CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Formo and Copilot CRM
Enable Integrations or automations with these events of Formo and Copilot CRM
Triggers
New Submission
Triggers when a form is submitted.
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Know More About Formo and Copilot Crm Integrations
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Frequently Asked Questions
To start, connect both your Formo and Copilot CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Formo triggers actions in Copilot CRM (or vice versa).
Absolutely. You can customize how Formo data is recorded in Copilot CRM. This includes choosing which data fields go into which fields of Copilot CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Formo and Copilot CRM 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 Formo and Copilot CRM. 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 Formo
Formo is a versatile platform designed for creating and managing online forms and surveys, enabling users to collect data efficiently and analyze responses in real-time.
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About Copilot CRM
Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.
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