Connect WPForms and salesboard to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Entry
Choose an Action
Automatically do this!
- Request a new Action for salesboard
Enable Integrations or automations with these events of WPForms and salesboard
Enable Integrations or automations with these events of WPForms and salesboard
Triggers
New Form Entry
Triggers on a new form entry.
Trigger an AI plugin action from a webhook and return the result
Automate Social Media Content Creation and Scheduling (Instagram, YouTube, X, LinkedIn)
Automate Instagram Comment Replies + Smart DMs for Keywords
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Frequently Asked Questions
To start, connect both your WPForms and salesboard accounts to viaSocket. Once connected, you can set up a workflow where an event in WPForms triggers actions in salesboard (or vice versa).
Absolutely. You can customize how WPForms 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.
The data sync between WPForms and salesboard 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 WPForms 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.
About WPForms
WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
Learn MoreAbout 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
