Integrate Happyforms with Salesflare

Send information between Happyforms and Salesflare automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Add a new contact in Salesflare for each new form submission received via Happyforms

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Salesflare the form responses received in Happyforms.

How it works
  1. The flow triggers when a form entry is submitted in Happyforms.
  2. Zoho Flow creates a new contact in Salesflare.
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Add a new contact in Salesflare for each new form submission received via Happyforms

Happyforms + Salesflare

Build your own integrations between Happyforms and Salesflare

Connect Happyforms and Salesflare 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 Happyforms and Salesflare using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form submitted

Triggers when a form entry is submitted

New task

Triggers when a new task is created

New opportunity

Triggers when a new opportunity is created

New contact

Triggers when a new contact is created

New account

Triggers when a new account is created

All Actions - Actions are the automated tasks

Add user to account

Adds an existing user to the selected account

Create account

Creates a new account

Create meeting

Creates a new meeting

Create opportunity

Creates a new opportunity

Create call

Creates a new call

Create contact

Creates a new contact

Create task

Creates a new task

Add contact to account

Adds an existing contact to the selected account

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch person

Fetches a person by ID, name, or email

Fetch user

Fetches a user by ID, name, or email

What is Happyforms?

Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.

Forms WordPress Plugins

What is Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

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 >

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

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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