Forms Live - Australia's premier residential selling and leasing compliant forms.

How to integrate your Forms Live account with your CRM

Victorian real estate professionals can now integrate their favourite CRM with Forms Live, making real estate Vic forms easier to manage.

Forms Guru

Forms Guru

May 26, 2020

Coffee

1 min read

How to integrate your Forms Live account with your CRM

1. Go to the Connections area on Forms Live

2. Click on the Integrator button and choose your CRM

3. This will create a token for you. Double click to copy the token

4. Go to your CRM and navigate to the Integrator section within your CRM

5. Paste in your token and click send. This will set up a workflow to integrate your two accounts. You’ll receive a notification when they’re ready.

You can integrate your Forms Live account with:

bullet-icon-text Console Cloud

bullet-icon-text Property Tree

bullet-icon-text PropertyMe

bullet-icon-text AgentBox

bullet-icon-text InspectRE

bullet-icon-text VaultRE

About Forms Live

The Forms Live platform is the leading provider of forms and contracts for the real estate industry around Australia and is owned by Dynamic Methods. It is used by 8,500 real estate agencies and more than 50,000 agents and managers. More than 60 million of our forms have been used since launch in 2005 resulting in more than $100m in property sales per month and a further $80m in property leases per month.

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