connect Formidable with an CRM?!

  • Resolved hbk123

    (@hbk123)


    5 years, 10 months ago

    Hi, you are writing, that this plugin works with many Form-Tools, but only three are listed. What about Formidable? Can your tool collect the data of an submitted Formidable and write it into an CRM (e.g. Hubspot) automatically?

    regards

Viewing 13 replies - 1 through 13 (of 13 total)

  • Hey @hbk123,

    Thank You for the message,

    That is correct, we support Formindable, it looks something like this:

    Formindable > Entries > HubSpot

    Thread Starter hbk123

    (@hbk123)

    thx for your reply. One thing I do not understand:
    There are two different plugins:
    1) Contact Form Entries (saving Formidable entries in WP-database)
    2) Contact Form HubSpot Plugin (sending Formidable(??) entries to Hubspot)

    Do Contact Form HubSpot Plugin is also working with Formidable entries?
    Do I need both of them to send Formidable entries to Hubspot?

    regards

    Plugin Author Asif

    (@asif876)

    yes, you need both Contact Form Entries and Contact Form HubSpot Plugin

    Thread Starter hbk123

    (@hbk123)

    Thx. I′ve tested the free version and it works! Before I will buy premium I have onother questions please:

    1) Is it possible to create two HubSpot objects when one form is submitted? For example a contact AND a task?

    2) Is it possible to create a deal in HubSpot with your Plugin? (Can′t find this)

    3) What do you exactly mean with “20+ addons” written in the features-list of the premium?

    regards

    @hbk123 – we will get back to you soon ??

    Plugin Author Asif

    (@asif876)

    1) Is it possible to create two HubSpot objects when one form is submitted? For example a contact AND a task?
    ——————-
    Yes, you can create multiple objects in free version

    2) Is it possible to create a deal in HubSpot with your Plugin? (Can′t find this)
    ———————–
    No , we will add this feature

    3) What do you exactly mean with “20+ addons” written in the features-list of the premium?
    ——————–
    you can get contact information from fullcontact etc
    you can assign a contact to different user based on user input
    you can track utm parameters

    Thread Starter hbk123

    (@hbk123)

    Thank you very much. To create a deal in Hubspot would be superb! I′m looking forward to use this feature as soon as you will add it – and I′m sure, that other users would also love this feature, because it is completing the “create” feature.

    Thread Starter hbk123

    (@hbk123)

    Hi again, in my WordPress I saw, that with version 1.0.8 you′ve added ?Hubspot Deals“ support. But when I′m adding a new HubSpot feed, I still can′t choose “deal” as a HubSpot Object!?

    regards

    Plugin Author Asif

    (@asif876)

    click “refresh objects” button in feed

    Thread Starter hbk123

    (@hbk123)

    Thats what I did already 10 times ??

    @hbk123,

    Sorry to hear about the issues you are having. Is it possible to email us direct here and we can connect and help you. Let us connect there and we will help you fix this issue ??

    https://www.crmperks.com/contact-us/

    Thank You – Sam

    Thread Starter hbk123

    (@hbk123)

    I just created an ticket with my account on crmperks.com

    No worries, we will check this for you ??

Viewing 13 replies - 1 through 13 (of 13 total)
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