> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.krispcall.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How to Integrate Your Formitize Account with KrispCall? Formitize is a business process management platform, while KrispCall is an AI-powered communication platform. The integration syncs calls, SMS, voicemails, notes, and contacts from KrispCall to Formitize, giving you a complete view of customer interactions. This integration reduces manual work, helping your team stay organized as they manage forms, jobs, and customer follow-ups. This guide walks you through connecting your Formitize account with KrispCall and configuring the integration step by step. ### Benefits of Integrating Formitize With KrispCall ###### Automatic contact synchronization Contacts created, edited, or deleted in KrispCall sync to Formitize (one-way). Bulk CSV uploads and initial synchronization of existing contacts are also supported, helping teams keep contact records organized and avoid duplicate entries. ###### Complete call and SMS history in Formitize Incoming and outgoing calls (answered and unanswered), voicemails, and SMS messages are automatically logged in Formitize. Call recordings also sync when auto-record is enabled, giving your team full visibility into every interaction. ###### Seamless notes logging Notes created, edited, or deleted during calls or in the conversation box in KrispCall automatically sync to Formitize, ensuring important conversation details are never lost. ###### Click-to-call and SMS directly from Formitize Use the KrispCall Chrome Dialer to make outbound calls, receive inbound calls, transfer calls (internal and external), and send SMS or Quick SMS directly from Formitize contacts without switching applications. ###### AI-powered call insights After each call, KrispCall (available as a paid add-on) automatically generates a summary and transcript, helping teams quickly review conversations and improve follow-ups. ###### Flexible multi-account support Integrate multiple Formitize accounts into the same KrispCall workspace. Each integration maintains its own independent settings. ### How to integrate your Formitize account with KrispCall **Step 1:** [__Log in__](https://app.krispcall.com/login) to your KrispCall account and go to **Settings**. **Step 2:** Under **APP SETTINGS**, click on **Integrations**. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image44_jrsq0b.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image40_6xj83c.png) **Step 3:** Search for **Formitize** under all Integrations, then click it to open the integration page. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image14_1mte0ok.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image11_1c8lsrn.png) **Step 4:** Click **Add to KrispCall**. A pop-up window will appear asking for your **Email and API Key**. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image21_1m15bwe.png) **Step 5:** To get your API Key, go to Formitize → **Settings** → **Integration and API Keys** → **API Token**. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image8_paca1g.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image1_6w2uyw.png) **Step 6:** Click **New Token**. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image38_1djfl5c.png) **Step 7:** Enter a **Key Name**, assign the required **Permissions**, and click **Add Token**. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image12_19jcdqy.png) **Step 8:** Your API Key will be generated. Copy it and save it somewhere safe. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image3_1aa65pg.png) **Step 9:** Return to KrispCall, enter your **Email** and **API Key** into the integration form, then click **Submit**. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image5_90047s.png) **Step 10:** A confirmation message will appear, and Formitize will show up under your active integrations. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image19_b326td.png) ### Install the KrispCall Chrome Dialer **Step 1:** Visit the Chrome Web Store and search for **KrispCall Chrome Dialer**. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image6_exn4sn.png) **Step 2:** Click the **Add to Chrome** button. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image30_1t6y4a8.png) **Step 3:** Click **Add Extension** to complete the installation. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image23_105gop0.png) **Step 4:** Once the installation is complete, sign in to the Chrome Dialer using your KrispCall account. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image43_1ne8x4l.png) ### Manage Member Integration Settings by the Admin/Owner 1. Ensure every member has an integrated Formitize account. 2. Admin/Owner can view any member’s integrations and change their account settings. 3. Members cannot view Admin/Owner’s settings. 4. Members changing their own settings don’t affect Admin/Owner’s settings. 5. Admin/Owner changing their own settings doesn’t affect members’ settings. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image24_tjo548.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image28_15xf3gq.png) ### Integration Settings After successfully integrating Formitize with KrispCall, you can change settings and either edit or delete the integration. To delete the active integration, click on **Disconnect**. A pop-up box appears; click **Disconnect** again. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image27_1j58htf.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image18_1y7a6fx.png) ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image32_1tuihep.png) To edit the active integration, click on **Settings**. You’ll see different settings options to make changes to meet your requirements. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image37_fu7dxh.png) ### General Settings General settings are the first option available, where all the toggle buttons are ON by default. * **Create new contacts for calls:** When the toggle is on, this enables one-way contact sync, so only the contacts created in KrispCall get synced to Formitize. If the toggle is off, the contacts won’t get synced. * **Contacts 2-way sync:** When the toggle is on, this enables 2-way contact sync, so contacts created in Formitize sync to KrispCall and vice versa. If the toggle is off, contacts won’t be synced. It also helps with the initial sync, meaning toggling this button syncs the previous contacts from either KrispCall or Formitize to both sides. * **Notes logging:** When toggled on, every note created/edited/deleted from the conversation box or during the call gets synced to Formitize. Toggling off stops the syncs. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image37_y6qqa1.png) ### Workflow Settings All settings under Workflow Settings are set to **Calls (Engagement)** by default. You can click and change them as needed. 1. **Log outgoing answered calls as Calls(Engagements)/Disabled:** By enabling the setting as Calls(Engagements), the outgoing answered calls will be synced to Formitize. By setting this to Disabled, outgoing answered calls will not be synced to Formitize. 2. **Log outgoing unanswered calls as Calls(Engagements)/Disabled:** By enabling the setting as Calls(Engagements), the outgoing unanswered calls will be synced to Formitize. By setting this to Disabled, outgoing unanswered calls will not be synced to Formitize. 3. **Log incoming answered calls as Calls(Engagements)/Disabled:** By enabling the setting as Calls(Engagements), the incoming answered calls will be synced to Formitize. By setting it to Disabled, incoming answered calls will not be synced to Formitize. 4. **Log incoming unanswered calls as Calls(Engagements)/Disabled:** By enabling the setting as Calls(Engagements), the incoming unanswered calls will be synced to Formitize. By setting this to Disabled, incoming unanswered calls will not be synced to Formitize. 5. **Log voicemail as Calls(Engagements)/Disabled:** By enabling the setting as Calls(Engagements), the voicemail log will be synced to Formitize. By setting it to Disabled, the voicemail log will not be synced to Formitize. 6. **Log incoming SMS as Disabled/Notes:** Enabling the setting as Notes will sync the incoming SMS to Formitize. However, it will not sync if the setting is disabled. 7. **Log outgoing SMS as Disabled/Notes:** Enabling the setting as Notes will sync the outgoing SMS to Formitize. However, it will not sync if the setting is disabled. ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image25_1uzs8w9.png) ### Connected Numbers The connected numbers setting is present after the workflow settings, and it offers two setting options: 1. **Log phone calls for these numbers:** All available numbers in the channel will be automatically selected when the integration is set up for the first time. 2. **Log SMS for these phone numbers:** All available numbers in the channel at the time of integration will be selected by default, and the SMS logs for these selected numbers will be synced with Formitize. If you purchase a number after completing the integration, then you need to add it to connected numbers manually. **_Note:_** *If there are no selected numbers, then the call logs will not be synced in Formitize.* ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image9_2zolga.png)