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:

  • Console Cloud
  • Property Tree
  • PropertyMe
  • AgentBox
  • InspectRE
  • VaultRE

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