Integrate Formidable Forms with Teamwork CRM
Send information between Formidable Forms and Teamwork CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new contact in Teamwork CRM for each new form submission received via Formidable Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Teamwork CRM using the form responses obtained from 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 Teamwork CRM.
Add a new contact in Teamwork CRM for each new form submission received via Formidable Forms
Formidable Forms + Teamwork CRM
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Supported triggers and actions
Integrate Formidable Forms and Teamwork CRM 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
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 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 Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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