Integrate Formidable Forms with Teamwork CRM
Send information between Formidable Forms and Teamwork CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Teamwork CRM for each new form submission received via Formidable Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Teamwork CRM using the form responses obtained from Formidable Forms.
How it works
- The flow triggers when a new form entry is made in Formidable Forms.
- Zoho Flow creates a new contact in Teamwork CRM.
Add a new contact in Teamwork CRM for each new form submission received via Formidable Forms
Formidable Forms + Teamwork CRM
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Supported triggers and actions
Integrate Formidable Forms and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry updated
Triggers when an existing form entry is updated
Form entry made
Triggers when a new form entry is made
Deal created
Triggers when a new deal is created
Contact updated
Triggers when a contact is updated
Note created
Triggers when a new note is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Deal updated
Triggers when a deal is updated
Company updated
Triggers when a company is updated
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create lost reason
Creates a new lost reason
Create note
Creates a new note
Create deal
Creates a new deal
Create company
Creates a new company
Create product
Creates a new product
What is Formidable Forms?
Formidable Forms is an advanced WordPress form plugin with a drag and drop form builder. Build a single contact form or complex multi-page forms with conditional logic, calculations, file uploads, and more.
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What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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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 >
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
Endless integrations. End to manual work.
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