forms.app + Solve CRM Integrations
How to connect forms.app + Solve CRM
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Choose a Trigger
Start here
Start here
Choose an Action
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FormRequired
Try It
New Contact
Triggers when you add a new contact.
Try ItCategory TagRequired
Try ItNew Workgroup
Triggers when you add a new workgroup.
Try It
New Company
Triggers when you add a new company.
Try ItCategory TagRequired
Try ItNew User
Triggers when you add a new user account.
Try ItShared With...
Name
Main Address
Billing Address
Shipping Address
Fax
Phone
Website
Categories
These should be comma separated tags or categories which will be auto created if they are not present. For example: "Trial,Demo,Test".
How forms.app + Solve CRM Integrations Work
- Step 1: Authenticate forms.app and Solve CRM.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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