Integrate Fluent Forms with Teamwork CRM
Send information between Fluent Forms and Teamwork CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Teamwork CRM for each form entry generated by Fluent Forms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Teamwork CRM the form responses received in Fluent Forms.
How it works
- The flow triggers when a form is submitted in Fluent Forms.
- Zoho Flow creates a new contact in Teamwork CRM.
Create a new contact in Teamwork CRM for each form entry generated by Fluent Forms
Fluent Forms + Teamwork CRM
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Supported triggers and actions
Integrate Fluent Forms and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form is submitted
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
What is Fluent Forms?
Fluent Forms is a WordPress form builder plugin that lets users build conversational, mobile-friendly, conditional, payment, and donation forms
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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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