Integrate MetForm with Nutshell
Send information between MetForm and Nutshell automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Nutshell for each form entry made in MetForm
Efficiently gather contact details from forms, minimising duplication efforts. This flow will create a new person in Nutshell from the responses collected via MetForm.
How it works
- The flow triggers when a form entry is submitted in MetForm.
- Zoho Flow creates a new person in Nutshell.
Add a new person in Nutshell for each form entry made in MetForm
MetForm + Nutshell
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Supported triggers and actions
Integrate MetForm and Nutshell using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry submitted
Triggers when a form entry is submitted
Company created
Triggers when a new company is created
Lead added
Triggers when a new lead is added
Person created
Triggers when a new person is created
Lead won
Triggers when a new lead is won
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create lead
Creates a new lead
Create company
Creates a new company
Fetch person by id
Fetches the details of an existing person by id
Fetch lead
Fetches the details of an existing lead by email address of associated contact
Fetch account by name
Fetches the details of an existing account by name
Fetch account by ID
Fetches the details of an existing account by id
Fetch person by email
Fetches the details of an existing person by email address
What is MetForm?
MetForm is a form builder WordPress plugin that allows users to build forms like contact forms, survey forms, and more on their WordPress site.
What is Nutshell?
Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.
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