crm io

Form Builder Integrations

CRM io Integration for Forms.io

CRM.io integration for Forms.io Forms, you can collect data and use it to create records in CRM.io automatically. Gain valuable insights into your customers while avoiding the time-consuming process of manual data entry.

add new record

Add New Record

Add a new record in CRM.io when a new form entry is received. Just choose the field responses that you want to push into CRM.io and select the trigger certain actions in CRM.io like assignment rules, workflow rules, etc. while the form data is pushed

Prefill Forms

Use CRM.io data to pre-populate forms. To accomplish this, you must include a CRM.io Field in your form and map the CRM.io fields to the CRM.io Forms fields you wish to prefill.

prefill forms
add entries to a list

Add Entries to a List

Publish form entries to Related Lists associated with modules. Entries to a Related List can be added during the process of pushing a new record from Forms to CRM.io, or via the CRM.io Field on an existing record in CRM.io.

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