Show plans and renewal dates
Connect
SPIRITT
FormillaFormilla
Every chat starts with context
SPIRITT creates and updates Formilla contacts with names, phone, signup dates, email preferences and custom attributes from your CRM, store and product, so every live chat and campaign starts with the full picture.
What you can do with Formilla.
Every contact kept in sync
Create or update contacts by user ID or email whenever your source data changes.
Context in every chat
Add custom attributes such as plan, order count or renewal date for agents to see.
Preferences respected
Sync unsubscribes from your email tools so marketing never reaches opted-out people.
Works with your other apps.
Get started in three steps.
01
Open your workspace
Start a SPIRITT workspace for support, sales or customer marketing.
02
Connect Formilla
Add your Formilla API credentials, plus the CRM, store and product data you want in chat.
03
Hand over the sync
Tell SPIRITT which fields matter and how often contacts should refresh.
Hand over a mission.
Choose a mission. Make it yours.
Put Formilla to work.
Give every chat the full picture
Questions
Formilla, with SPIRITT.
01What can SPIRITT update in Formilla?+
Contact name, email, phone, signup time, email subscription status and custom attributes, creating the contact if it doesn't exist yet.
02How does Formilla match contacts?+
By your user ID first, then email. SPIRITT uses a stable user ID wherever you have one for clean updates.
03Can SPIRITT add custom fields?+
Yes. Custom attributes such as plan, order count, owner or dates can be written to each contact.
04Does it overwrite existing values?+
Only the fields SPIRITT sends are updated, so it sends just the fields your workflow owns.
05How does SPIRITT confirm a sync?+
Formilla returns no contact details after an update, so SPIRITT keeps its own record of what was sent and when for every run.
06What does the connection need?+
Your Formilla API credentials. CRM, store and product sources connect separately.