Connect OpnForm and Pulse CRM to Build Intelligent Automations

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OpnForm

When this happens...

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Pulse CRM

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Enable Integrations or automations with these events of OpnForm and Pulse CRM

Enable Integrations or automations with these events of OpnForm and Pulse CRM

Triggers

New Submission Created

New Submission Created

Runs when new submission is created

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Frequently Asked Questions

How do I start an integration between OpnForm and Pulse CRM?

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

Can we customize how data from OpnForm is recorded in Pulse CRM?

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

How often does the data sync between OpnForm and Pulse CRM?

The data sync between OpnForm and Pulse 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 OpnForm to Pulse 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 OpnForm and Pulse CRM?

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

OpnForm

About OpnForm

Opnform is a versatile platform designed to streamline the creation and management of online forms and surveys. It offers intuitive tools for building custom forms, collecting responses, and analyzing data efficiently.

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Pulse CRM

About Pulse CRM

Gets all contacts from your Pulse CRM account. Requires Pulse Pro subscription, use token provided in account to connect.

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