Cognito Forms + simPRO Integration

Connect Cognito Forms to simPRO - Automate your workflows in 1-click

With Cognito Forms automations, you can store all customer data in one place, use it for product development, personalize marketing campaigns, and improve overall customer experience. Make use of simPRO automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s Cognito Forms + simPRO integration.

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Ready Workflows For Cognito Forms + simPRO Integration

Just click on the workflow you want to automate

Create simPRO individual customer for new Cognito Forms entry

When someone completes your Cognito Forms, a new individual customer is automatically created in your simPRO. This way, you can quickly follow up with the entry and turn them into a customer!

Plus, all of the information from the Cognito Forms is automatically populated in the new individual customer, so you don't have to waste time manually entering data. Thus, having a Cognito Forms - simPRO integration set up makes it easy to manage your customer relationships and grow your business.

Activate

When Entry is created in Cognito Forms > Check any condition > Create individual customer in simPRO

Cognito Forms + simPRO Integration

Activate

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Create Your Own Cognito Forms & simPRO Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Entry is created in Cognito Forms
Triggers the automation when a new entry is created
Instant
Entry is updated in Cognito Forms
Triggers the automation when any entry is updated
Instant
Job is created in simPRO
Triggers the automation when a new job is created
Instant
Company customer created in simPRO
Triggers the automation when a new customer is created within the company's database
Instant
Job is updated in simPRO
Triggers the automation when a job is updated
Instant
Company customer updated in simPRO
Triggers the automation when a company's customer information is updated
Instant
Site is created in simPRO
Triggers the automation when a new site is created
Instant
Site is updated in simPRO
Triggers the automation when a site is updated
Instant
Individual customer created in simPRO
Triggers the automation when a new individual customer is added
Instant
Individual customer updated in simPRO
Triggers the automation when a customer's information is updated
Instant
Quote is created in simPRO
Triggers the automation when a new quote is created
Instant
Quote is updated in simPRO
Triggers the automation when any quote is updated
Instant

Create individual customer in simPRO
Creates a new individual customer record
Search individual customer in simPRO
Searches for an individual customer
Search company customer in simPRO
Searches for a company customer
Create contact in simPRO
Adds a new contact to the database
Create company customer in simPRO
Creates a new company customer record
Create service job in simPRO
Generates a new service job
Search job in simPRO
Searches for a job
Create site in simPRO
Generates a new site entry
Search contact in simPRO
Finds and retrieves contact information
Search site in simPRO
Searches for a site
Create service quote in simPRO
Generates a new service quote
Search quote in simPRO
Searches for a quote
Create activity schedule block in simPRO
Creates a new activity schedule block

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Cognito Forms & simPRO In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Cognito Forms or simPRO With 1200+ Other Apps

Cognito Forms allows users to quickly create custom forms and embed them into their website. The platform also provides an easy way of collecting, analyzing and sharing data via the web or mobile devices.

See Cognito Forms Integrations

simPRO is the first cloud-based field service and job management software solution for businesses. It's a web-based application that addresses your needs to streamline day-to-day operations, improve visibility, and enhance daily business processes.

See simPRO Integrations