- First, you need to register in ApiX-Drive
- Choose what data to transfer from PlatoForms to KeepinCRM
- Turn on auto-update
- Now the data will be automatically transferred from PlatoForms to KeepinCRM
Integration PlatoForms + KeepinCRM
Create integration of PlatoForms and KeepinCRM yourself, without programmers
Other available integrations
trial access
Automation capabilities of
PlatoForms and KeepinCRM
Transmit data at specified intervals from PlatoForms to KeepinCRM.
- Get DATA
- Update AGREEMENT
- Create TASK
- Create AGREEMENT
- Create/update CLIENT/LEAD
F.A.Q. on integration of PlatoForms and KeepinCRM
How is integration of PlatoForms and KeepinCRM carried out?
How long does the integration take?
How much does it cost to integrate PlatoForms with KeepinCRM?
How many integrations are available in Apix-Drive?
PlatoForms users can automatically generate web forms and also turn PDF files into online forms. The service is suitable for collecting data and sending automated notifications. It also makes it possible to send forms through different channels and conduct electronic document management. Thanks to the Master Form option here, you can create multiple PDF files using one form as a template. And the Invitation function helps automate the sending of invitations to fill out a form template. PlatoForms is used for contracts and agreements, registrations, surveys, reservations, HR forms, lead generation, etc. More
The KeepinCRM platform offers end-to-end automation services for small and medium businesses. It allows entrepreneurs to manage leads and customers, flexibly coordinating all stages of interaction with them. Separately, the service interface provides options for managing contracts and tasks, as well as the ability to control the warehouse and suppliers. All KeepinCRM functions can be easily automated through a system of triggers and validations. No less useful for entrepreneurs will be the cashier module for offline retail outlets. More
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