Formidable Forms + Vendasta

Formidable Forms + Vendasta integrations

Create or update crm activities in Vendasta from new entries in Formidable Forms

When a new entry is added in Formidable Forms, this workflow ensures your customer relationship management (CRM) activities in Vendasta stay current. The entire process is streamlined, eliminating manual update tasks and enhancing your productivity. It's the perfect solution for those seeking a more efficient way to manage CRM activities based on new form entries.

When this happens...
New EntryTriggers when a new form is submitted.
TriggerInstant
automatically do this!
Create or Update CRM ActivityCreate a new log activity in the CRM.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Formidable Forms and Vendasta

Discover other triggers and actions you can use with Formidable Forms and Vendasta

- Form
  Required
Trigger
Instant
Try It
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Company or Contact IDs
  Required
- Choose activity type
  Required
- Check for existing activity based on an external identifier
- Add team members
- Add tags
Action
Write
- Account ID
- Customer Identifier
- Search Existing
- Business Name
- Website
- Categories
- Country/Region
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Business Phone Number
- Business Email
- Toll Free Number
- Short Description
- Long Description
- Facebook URL
- Foursquare URL
- LinkedIn URL
- Twitter URL
- Pinterest URL
- Instagram URL
- YouTube URL
- Custom Fields
- Return note
- Return Fields
Action
Write
- Create or update note
- External ID
- Email
- Phone Number
- First Name
- Last Name
- Job Title
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Company
- Company ID for Association (Optional)
- Return note
- Return Fields
Action
Write

- Form
  Required
Trigger
Instant
Try It
- Note for Vendasta App as trigger
Trigger
Polling
Try It
- Automation ID
  Required
Action
Write
- Create or update note
- External ID
- Platform account group ID
- Company name
- Street address line 1
- Street address line 2
- City/locality
- State/province/region
- Country
- Zip/postal code
- Additional Fields
- Search note
- Additional Search Fields
- upsert_note
- Overwrite Existing Data
- Associate a Contact
- Contact IDs for Association (Optional)
- Return note
- Return Fields
Action
Write

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

HelpHelp

Related categories

Forms & Surveys

WordPress

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

About Vendasta

Vendasta provides a single place for your sales teams to view key information about your customers.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM