Integrate Everest Forms with Contactually

Send information between Everest Forms and Contactually automatically, without writing any code, using Zoho Flow.

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Create a contact in Contactually each time a form is filled out on Everest Forms

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Contactually from the responses collected via Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow creates or updates the details of a contact in Contactually.
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Create a contact in Contactually each time a form is filled out on Everest Forms

Everest Forms + Contactually

Build your own integrations between Everest Forms and Contactually

Connect Everest Forms and Contactually with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Everest Forms and Contactually using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry added

Triggers when a new form entry is added

New contact

Triggers when a new contact is created

New bucketed contact

Triggers when a contact is added to the selected bucket

All Actions - Actions are the automated tasks

Create or update contact

Creates or updates the details of a contact

Create interaction

Creates a new interaction with a contact

Create task

Creates a new task

Fetch contact

Fetches a contact by email

Fetch bucket

Fetches the details of an existing bucket

What is Everest Forms?

Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.

Forms WordPress Plugins

What is Contactually?

Contactually is a CRM application that lets you sync communication history. You can set up custom templates, track deal status with pipelines, and create reminders to connect with your contacts.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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