Integrate Formidable Forms with Freshsales
Send information between Formidable Forms and Freshsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Freshsales for each form entry generated by Formidable Forms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Freshsales using the form inputs received in 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 Freshsales.
Create a new contact in Freshsales for each form entry generated by Formidable Forms
Formidable Forms + Freshsales
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Supported triggers and actions
Integrate Formidable Forms and Freshsales 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
New lead
Triggers when a new lead is created in the selected view
New account
Triggers when a new account is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New deal
Triggers when a new deal is created in the selected view
All Actions - Actions are the automated tasks
Add note to lead
Adds a note to the selected lead
Create deal
Creates a new deal
Add note to contact
Adds a note to the selected contact
Create lead
Creates a new lead
Create contact
Creates a new contact
Update lead
Updates the details of an existing lead
Update contact
Updates the details of an existing contact
Convert lead
Converts a lead to contact
Fetch contact by email address
Fetches a contact by email
Fetch contact by ID
Fetches a contact by ID
Fetch lead by ID
Fetches a lead by ID
Fetch lead by email address
Fetches a lead by email
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 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.
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