
When this happens...
Receives New Form Submission

Automatically do this!
Create Contact
Add Tag to Customer
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new form submission is received in Optform.
Action is the task that follows automatically within your Optform integrations.
Create an Contact
Add a Tag to Customer.

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To start, connect both your Optform and Helpcrunch accounts to viaSocket. Once connected, you can set up a workflow where an event in Optform triggers actions in Helpcrunch (or vice versa).
Absolutely. You can customize how Optform data is recorded in Helpcrunch. This includes choosing which data fields go into which fields of Helpcrunch, setting up custom formats, and filtering out unwanted information.
The data sync between Optform and Helpcrunch 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 Optform and Helpcrunch. 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.
Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.
Learn MoreHelpCrunch is a customer communication platform offering live chat for web and mobile apps, knowledge base, and email automation software.
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