Connect OpnForm and Wortal CRM to Build Intelligent Automations

Choose a Trigger

OpnForm

When this happens...

Choose an Action

Wortal CRM

Automatically do this!

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

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

Triggers

New Submission

New Submission

Runs when New Submission Is Created

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Frequently Asked Questions

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

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

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

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

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

The data sync between OpnForm and Wortal 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 Wortal 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 Wortal CRM?

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

About Wortal CRM

Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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