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Flexie CRM + Formstack

Create new Flexie CRM leads from Formstack submissions

Effortlessly streamline your lead management process with this Formstack to Flexie CRM automation workflow. When a new submission is received in Formstack, a lead will be instantly created in Flexie CRM, ensuring accurate data entry and saving time on manual input. Stay organized and efficiently manage your incoming leads with this seamless integration.

Effortlessly streamline your lead management process with this Formstack to Flexie CRM automation workflow. When a new submission is received in Formstack, a lead will be instantly created in Flexie CRM, ensuring accurate data entry and saving time on manual input. Stay organized and efficiently manage your incoming leads with this seamless integration.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    Flexie CRMFlexie CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It
    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
  • Flexie CRM triggers, actions, and search

    Update Account

    Triggers when an account is updated within a workflow with a Zapier action.

    Trigger
    Instant
    Try It
  • Flexie CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is added within a workflow with a Zapier action.

    Trigger
    Instant
    Try It
    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Flexie CRM triggers, actions, and search

    New Account

    Triggers when new account is added within a workflow with a Zapier action.

    Trigger
    Instant
    Try It
  • Flexie CRM triggers, actions, and search

    New Deal

    Triggers when new deal is added within a workflow with a Zapier action.

    Trigger
    Instant
    Try It
flexie-crm logo
flexie-crm logo

About Flexie CRM

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.
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Related categories

  • CRM (Customer Relationship Management)

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formstack logo

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