Cognito Integration with Revamp CRM  

With Cognito’s Revamp CRM integration, you can automatically create and/or update Revamp CRM

records are added through Cognito. Keep your team informed, collaborate better and run workflows

Try it for free

Cognito Integration Details

Take your important tickets & customers with you, wherever you go, by having Zapier syncs them using this Cognito Revamp CRM integration. Activate this integration and Zapier will do the rest.

How Cognito Integration works, when a new customer is created

You can configure Zapier to:

  1. Create a Contact in Revamp CRM with a tag ‘Cognito’
    1. You can optionally create a dynamic segment for all contacts with ‘Cognito’ 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.

How Cognito Integration works, when a new form is created

You can configure Zapier to:

  1. Create a Deal, based on your business model. As a result, each new customer could be treated as a deal.
  2. Create a Task and assign to the team member of your choice. Therefore, you can do your further follow-up. 

     

    What You Need

    • Cognito account
    • Revamp CRM account

    About Cognito

    • Cognito Forms is an advanced online form builder that boasts an intuitive, user-friendly interface and the most robust set of free features on the market. Designed from the ground up for today’s Internet, the platform delivers extremely powerful features; including document merging, file uploads, repeating sections, save & resume, conditional logic, and integrated payments. Seamlessly embed your forms onto your website, and get notified via email whenever new entries are submitted.

    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.

    What is next for Cognito Integration

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