Connect WPForms and SAM.ai to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between WPForms and SAM.ai?

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

Can we customize how data from WPForms is recorded in SAM.ai?

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

How often does the data sync between WPForms and SAM.ai?

The data sync between WPForms and SAM.ai 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 SAM.ai?

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 SAM.ai?

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

About SAM.ai

SAM is a sales and marketing tool that lets you organize and manage your leads, opportunities, accounts & partners with efficient features.

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