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 800+ 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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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