Integrate MetForm with Salesflare
Send information between MetForm 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 MetForm
Reduce data entry errors by automatically capturing contact information from forms. This flow will create a new contact in Salesflare from the responses collected via MetForm.
How it works
- The flow triggers when a form entry is submitted in MetForm.
- Zoho Flow creates a new contact in Salesflare.
Add a new contact in Salesflare for each new form submission received via MetForm
MetForm + Salesflare
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Supported triggers and actions
Integrate MetForm and Salesflare using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry 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 MetForm?
MetForm is a form builder WordPress plugin that allows users to build forms like contact forms, survey forms, and more on their WordPress site.
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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.
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