Integrate Happyforms with Salesflare
Send information between Happyforms and Salesflare automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Salesflare for each new form submission received via Happyforms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Salesflare the form responses received in Happyforms.
How it works
- The flow triggers when a form entry is submitted in Happyforms.
- Zoho Flow creates a new contact in Salesflare.
Add a new contact in Salesflare for each new form submission received via Happyforms
Happyforms + Salesflare
Build your own integrations between Happyforms and Salesflare
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Supported triggers and actions
Integrate Happyforms and Salesflare using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submitted
Triggers when a form entry is submitted
New task
Triggers when a new task is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New account
Triggers when a new account is created
All Actions - Actions are the automated tasks
Create call
Creates a new call
Create task
Creates a new task
Create contact
Creates a new contact
Create account
Creates a new account
Add user to account
Adds an existing user to the selected account
Create opportunity
Creates a new opportunity
Create meeting
Creates a new meeting
Add contact to account
Adds an existing contact to the selected account
Fetch person
Fetches a person by ID, name, or email
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch account
Fetches an account by ID, name, domain, or tags
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch user
Fetches a user by ID, name, or email
What is Happyforms?
Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.
Similar apps
What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
Similar apps
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
