Connect WPForms and salesoptima to Build Intelligent Automations

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WPForms

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salesoptima

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Enable Integrations or automations with these events of WPForms and salesoptima

Enable Integrations or automations with these events of WPForms and salesoptima

Triggers

New Form Entry

New Form Entry

Triggers on a new form entry.

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Frequently Asked Questions

How do I start an integration between WPForms and salesoptima?

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

Can we customize how data from WPForms is recorded in salesoptima?

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

How often does the data sync between WPForms and salesoptima?

The data sync between WPForms and salesoptima 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 WPForms to salesoptima?

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 WPForms and salesoptima?

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

WPForms

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.

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salesoptima

About salesoptima

SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.

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