How to integrate your Forms Live account with your CRM
- Go to the Connections area on Forms Live
- Click on the Integrator button and choose your CRM
- This will create a token for you. Double click to copy the token
- Go to your CRM and navigate to the Integrator section within your CRM
- 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:
- Console Cloud
- Property Tree
- PropertyMe
- AgentBox
- InspectRE
- VaultRE