Integrate Formsite with OnePageCRM
Send information between Formsite and OnePageCRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in OnePageCRM whenever a form is submitted through Formsite
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in OnePageCRM using the form inputs received in Formsite.
How it works
- The flow triggers when a result is submitted through the selected form in Formsite.
- Zoho Flow creates a new contact in OnePageCRM.
Create a new contact in OnePageCRM whenever a form is submitted through Formsite
Formsite + OnePageCRM
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Supported triggers and actions
Integrate Formsite and OnePageCRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Result submitted through forms
Triggers when a result is submitted through the selected form
Deal won
Triggers when a deal is won
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
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