How to connect forms.app + Crelate
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Triggers when a company's details are updated. Does not trigger on new activities.Try ItTriggerInstant
Triggers when a contact's details are updated. Does not trigger on new activities.Try ItTriggerInstant
Triggers when a job's details are updated. Does not trigger on new activities.Try ItTriggerInstant
Triggers when a company is created.Try ItTriggerInstant
Triggers when a contact is created.Try ItTriggerInstant
Triggers when a job is created.Try ItTriggerInstant
External system identifier.
Select or search for a contact to add as an additional billing contact.
How forms.app + Crelate Integrations Work
- Step 1: Authenticate forms.app and Crelate.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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