Connect Neeto Form and Unifyy CRM to Build Intelligent Automations

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Neeto Form

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Unifyy CRM

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Enable Integrations or automations with these events of Neeto Form and Unifyy CRM

Enable Integrations or automations with these events of Neeto Form and Unifyy CRM

Triggers

New Submission

New Submission

Triggers when new submission is for the form.

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Frequently Asked Questions

How do I start an integration between Neeto Form and Unifyy CRM?

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

Can we customize how data from Neeto Form is recorded in Unifyy CRM?

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

How often does the data sync between Neeto Form and Unifyy CRM?

The data sync between Neeto Form and Unifyy CRM 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 Neeto Form to Unifyy CRM?

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 Neeto Form and Unifyy CRM?

Yes, you can set conditional logic to control the flow of data between Neeto Form and Unifyy 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.

Neeto Form

About Neeto Form

neetoForm makes it easy to build forms without knowing any fancy coding stuff. You can use neetoForm to create surveys, registrations, feedback forms, etc.

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Unifyy CRM

About Unifyy CRM

Unifyy is a sales CRM with a built-in dialer that unifies your sales communication, automates email and SMS followup, and much more!

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