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How to integrate your Forms Live account with your CRM
Victorian real estate professionals can now integrate their favourite CRM with Forms Live, making real estate Vic forms easier to manage.
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
About Forms Live
The Forms Live platform is the leading provider of forms and contracts for the real estate industry around Australia and is owned by Dynamic Methods. It is used by 8,500 real estate agencies and more than 50,000 agents and managers. More than 60 million of our forms have been used since launch in 2005 resulting in more than $100m in property sales per month and a further $80m in property leases per month.
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