Wufoo Integration with Revamp CRM  

Wufoo integration, a smooth process for merging new contacts into your Revamp CRM

Try it for FREE

Wufoo Integration Details

This app can be connected to any Revamp account, regardless of subscription. You’ll need to have admin privileges in Revamp to complete app installation.

 

How does the Wufoo integration work?

Connecting Revamp to Wufoo will provide one-way sync of your support tickets into Revamp. The tickets will be displayed in your Account. 

1. Create a Contact in Revamp CRM with a tag ‘Wufoo’

  1. You can optionally create a dynamic segment for all contacts with ‘Wufoo’ tag
  2. Furthermore, automation can run on this segment to create a follow-up task.

For additional info refer to support article.

 

How Wufoo Integration works through Zapier, when a new customer is created

You can configure Zapier to:

 

  1. Create a Contact in Revamp CRM with a tag ‘Wufoo’
    1. You can optionally create a dynamic segment for all contacts with ‘Wufoo’ tag
    2. Furthermore, automation can run on this segment to create a follow-up task.
  2. Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
  3. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up.

What You Need

  • Wufoo account
  • Revamp CRM account

About Wufoo

  • Wufoo is an online form builder that provides the tools for users to easily design and build online forms with its intuitive drag ‘n’ drop interface. You can create customizable and beautiful forms on the web with the app’s theme designer, add your own colors and logo, or choose from the app’s professionally-designed color palette. Wufoo’s rule builder allows you to create dynamic forms that follow advanced logic you’ve specified to perform certain actions like skipping certain pages, showing and hiding fields, or emailing specific individuals based on form field selections.

What is next for Wufoo Integration

  1. Go to Zapier and explore all possible integrations here.
  2. Check over 80 Apps that connect to Revamp CRM here.

About Revamp CRM

  • Revamp CRM is a full featured CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.