Integrate Everest Forms with Contactually
Send information between Everest Forms and Contactually automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Contactually each time a form is filled out on Everest Forms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Contactually from the responses collected via Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow creates or updates the details of a contact in Contactually.
Create a contact in Contactually each time a form is filled out on Everest Forms
Everest Forms + Contactually
Build your own integrations between Everest Forms and Contactually
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Supported triggers and actions
Integrate Everest Forms and Contactually using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry added
Triggers when a new form entry is added
New bucketed contact
Triggers when a contact is added to the selected bucket
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create or update contact
Creates or updates the details of a contact
Create task
Creates a new task
Create interaction
Creates a new interaction with a contact
Fetch bucket
Fetches the details of an existing bucket
Fetch contact
Fetches a contact by email
What is Everest Forms?
Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.
Similar apps
What is Contactually?
Contactually is a CRM application that lets you sync communication history. You can set up custom templates, track deal status with pipelines, and create reminders to connect with your contacts.
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