Integrate Formsite with Kylas

Send information between Formsite and Kylas automatically, without writing any code, using Zoho Flow.

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Add a new contact in Kylas for each new form submission received via Formsite

Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will generate a new contact in Kylas using the form responses obtained from Formsite.

How it works
  1. The flow triggers when a result is submitted through the selected form in Formsite.
  2. Zoho Flow creates a new contact in Kylas.
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Add a new contact in Kylas for each new form submission received via Formsite

Formsite + Kylas

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Supported triggers and actions

Integrate Formsite and Kylas using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Result submitted through forms

Triggers when a result is submitted through the selected form

Lead created

Triggers when a new lead is created

Contact updated

Triggers when the details of an existing contact are updated

Deal created or updated

Triggers when a deal is created or updated

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

Company created

Triggers when a new company is created

Call logs created or updated

Triggers when a call log is created or updated

Lead created or updated

Triggers when a lead is created or updated

Deal created

Triggers when a new deal is created

Lead updated

Triggers when the details of an existing lead are updated

Contact created or updated

Triggers when a contact is created or updated

Company created or updated

Triggers when a company is created or updated

Task created or updated

Triggers when a task is created or updated

Task updated

Triggers when the details of an existing task are updated

Task created

Triggers when a new task is created

Deal updated

Triggers when the details of an existing deal are updated

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create deal

Creates a new deal

Create lead

Creates a new lead

Create company

Creates a new company

Create product or service

Creates a new product or service

Create contact

Creates a new contact

Update task

Updates the details of an existing task

Close deal

Closes the specified deal

Update product or service

Updates the details of an existing product or service

Update company

Updates the details of an existing company

Update lead

Updates the details of an existing lead

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Close lead

Close the specified lead

Fetch company

Fetches the details of an existing company using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch task

Fetches the details of an existing task using ID

Fetch product or service

Fetches the details of an existing product or service using ID

Fetch lead

Fetches the details of an existing lead using ID

What is Formsite?

Formsite is an online tool that lets you create forms and surveys. You can collect payments, link forms with logic, and share custom reports.

Forms Survey

What is Kylas?

Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.

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

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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