February 2, 2024
CRM Integrations Upgrade
We're excited to announce significant improvements to our CRM integrations with HubSpot and Pipedrive.
Enhanced Data Flow:
Previously, you could push data from your CRM to Collect. Now, you can also push form-collected data back to your CRM. Choose when to trigger the synchronization:
- When the form is filled
- When the element is validated
- When the request is completed
Deal and Ticket Status Updates:
The integration now allows you to update the status of a deal or a ticket in your CRM based on status changes in Collect, ensuring your CRM always reflects the most current information.
Minor Update:
- The Collect window in HubSpot is now larger for better visibility and ease of use.
These updates are designed to streamline your workflow and keep your CRM data accurate and up-to-date. Try them out and let us know what you think!