Integrate Formsite with Teamwork CRM

Send information between Formsite and Teamwork CRM automatically, without writing any code, using Zoho Flow.

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Create a new contact in Teamwork CRM for each form entry generated by Formsite

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Teamwork CRM using the form responses obtained from Formsite.

How it works
  1. The flow triggers when a result is submitted through the selected form in Formsite.
  2. Zoho Flow creates a new contact in Teamwork CRM.
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Create a new contact in Teamwork CRM for each form entry generated by Formsite

Formsite + Teamwork CRM

Build your own integrations between Formsite and Teamwork CRM

Connect Formsite and Teamwork CRM 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 Formsite and Teamwork CRM 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

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 Formsite?

Formsite is an online tool that lets you create forms and surveys. You can collect payments, link forms with logic, and share custom reports.

Forms Survey

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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