Integrate MetForm with Freshsales

Send information between MetForm and Freshsales automatically, without writing any code, using Zoho Flow.

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Create a new contact in Freshsales for each form entry generated by MetForm

Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Freshsales from the responses collected via MetForm.

How it works
  1. The flow triggers when a form entry is submitted in MetForm.
  2. Zoho Flow creates a new contact in Freshsales.
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Create a new contact in Freshsales for each form entry generated by MetForm

MetForm + Freshsales

Build your own integrations between MetForm and Freshsales

Connect MetForm and Freshsales 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 MetForm and Freshsales using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a form entry is submitted

New lead

Triggers when a new lead is created in the selected view

New deal

Triggers when a new deal is created in the selected view

New contact

Triggers when a new contact is created in the selected view

New account

Triggers when a new account is created in the selected view

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Add note to lead

Adds a note to the selected lead

Create lead

Creates a new lead

Add note to contact

Adds a note to the selected contact

Create deal

Creates a new deal

Update contact

Updates the details of an existing contact

Update lead

Updates the details of an existing lead

Convert lead

Converts a lead to contact

Fetch lead by ID

Fetches the details of an existing lead by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch contact by email address

Fetches the details of a existing contact by email

Fetch lead by email address

Fetches the details of an existing lead by 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.

Forms WordPress Plugins

What is Freshsales?

Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.

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 >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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