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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Formsite with EspoCRM - no code necessary. See how you can get setup in minutes.

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Formsite
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Formsite
1. Choose trigger event
EspoCRM logo
EspoCRM
EspoCRM logo
EspoCRM
2. Choose action
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1. Select the event
Setup
Test
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Formsite
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Form Result" from Formsite.

Add your action

An action happens after the trigger—such as "Create Lead" in EspoCRM.

You’re connected!

Zapier seamlessly connects Formsite and EspoCRM, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Formsite to EspoCRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Formsite and EspoCRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Form
      Required
    Trigger
    Instant
    Try It
  • EspoCRM triggers, actions, and search
    Updated Lead Status

    Triggers when a Lead Status is updated.

    Trigger
    Instant
    Try It
    • ID
      Required
    Action
    Write
    • ID
      Required
    • Status
    • Assigned User ID
    Action
    Write
  • EspoCRM triggers, actions, and search
    New Lead

    Triggers when a new Lead is created.

    Trigger
    Instant
    Try It
    • First Name
    • Last Name
    • Account Name
    • Email Address
    • Phone Number
    • Status
    • Source
    • Assigned User ID
    • Description
    • Title
    • Address Street
    • Address City
    • Address Country
    • Address State
    • Address Postal Code
    Action
    Write
    • API Key
      Required
    • First Name
    • Last Name
    • Email Address
    • Phone Number
    • Description
    • Account Name
    • Address Street
    • Address City
    • Address Country
    • Address State
    • Address Postal Code
    Action
    Write
    • Text Filter
    • Primary Filter
    Action
    Search
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About Formsite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn moreLearn moreHelpHelp
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About EspoCRM
EspoCRM is a highly customizable open source CRM software.
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Related categories
CRM (Customer Relationship Management)

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