Connect Formsite and salesboard to Build Intelligent Automations

Choose a Trigger

Formsite

When this happens...

Choose an Action

salesboard

Automatically do this!

Enable Integrations or automations with these events of Formsite and salesboard

Enable Integrations or automations with these events of Formsite and salesboard

Triggers

New Form Result

New Form Result

Runs when someone submits a form in Formsite.

Request a new Trigger for Formsite

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Frequently Asked Questions

How do I start an integration between Formsite and salesboard?

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

Can we customize how data from Formsite is recorded in salesboard?

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

How often does the data sync between Formsite and salesboard?

The data sync between Formsite and salesboard 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 Formsite to salesboard?

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 Formsite and salesboard?

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

Formsite

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Learn More
salesboard

About salesboard

Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.

Learn More