forms.app + Crelate Integrations

How to connect forms.app + Crelate

Zapier lets you send info between forms.app and Crelate automatically—no code required.

When this happens...

automatically do this!

Free 14-day trial

5,000+ supported apps

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Scheduled
Try It
Updated Company
Triggers when a company's details are updated. Does not trigger on new activities.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact's details are updated. Does not trigger on new activities.
Trigger
Instant
Try It
Updated Job
Triggers when a job's details are updated. Does not trigger on new activities.
Trigger
Instant
Try It
- First NameRequired
- Middle Name
- Last Name
- Salutation
- External Id
  External system Identifier.
- Current Position Title
- Current Company
- Street Address
- City
- State
- Zip Code
- Mobile Phone
- Work Phone
- Personal Email Address
- Work Email Address
- Other Email Address
- Personal Website Url
- Business Url
- Blog Url
- Facebook Url
- LinkedIn Url
- Birthday
- Anniversary Date
- Salary
Action
Write

- Entity TypeRequired
  Specifiy the record you are adding the note to.
- BodyRequired
- Announced
  Announced notes appear at the top of the activity stream on record page until dismissed.
- Pinned
  Pinned notes appear at the top of the activity stream on record page.
Action
Write
- CompanyRequired
  This field identifies the record to be updated.
- Name
- External ID
  External system identifier.
- Description
- Company Type
- Parent Company
- Billing Contact
  Select or search for a contact to add as an additional billing contact.
- Street Address
- City
- State
- Zip Code
- Main Phone
- Fax
- Sales Email
- Sales Phone
- Support Email
- Support Phone
- Other Email
- Skype Phone
- Website
- Blog
- LinkedIn
- Facebook
Action
Write

- JobRequired
  This field identifies the record to be updated.
- Name
  A name that is unique to this job.
- Job Title
  A title that is shared between many different jobs.
- Company
  Find an existing company. Inputting a custom value will find the Company or create it if needed.
- External ID
  External system identifier.
- Description
- Compensation
- Website
- Start Date
- Number of Openings
- Street Address
- City
- State
- Zip Code
Action
Write
- Crelate ID
  Native Crelate ID for a company. This is a globally unique identifier in the form: 01234567-89ab-cdef-0123-456789abcdef.
- Name
  Name should be an exact match, including punctuation, to Company Name in your Crelate.
- External Primary Key
Action
Search
- Crelate ID
  Native Crelate ID for a job. This is a globally unique identifier in the form: 01234567-89ab-cdef-0123-456789abcdef.
- Job Name
- External Primary Key
Action
Search

New Company
Triggers when a company is created.
Trigger
Instant
Try It
New Contact
Triggers when a contact is created.
Trigger
Instant
Try It
New Job
Triggers when a job is created.
Trigger
Instant
Try It
- NameRequired
- External ID
  External system identifier.
- Description
- Company Type
- Parent Company
- Billing Contact
  Select or search for a contact to add as an additional billing contact.
- Street Address
- City
- State
- Zip Code
- Main Phone
- Fax
- Sales Email
- Sales Phone
- Support Email
- Support Phone
- Other Email
- Skype Phone
- Website
- Blog
- LinkedIn
- Facebook
Action
Write
- NameRequired
  A name that is unique to this job, ex: Company Name Job Title.
- Job Title
  A title that is shared between many different jobs.
- Company
  Find an existing company or input a custom value to create a new company.
- External Id
  External system identifier.
- Description
- Compensation
- Website
- Start Date
- Number of Openings
- Street Address
- City
- State
- Zip Code
Action
Write
- TaskRequired
- External ID
  External system identifier.
- Scheduled for
- Announced
  Announced Tasks appear at the top of the activity stream in Crelate until dismissed.
- Pinned
  Pinned Tasks appear at the top of the activity stream in Crelate.
- Add Task to
Action
Write
- ContactRequired
  This field identifies the record to be updated.
- First Name
- Middle Name
- Last Name
- Salutation
- External ID
  External system Identifier.
- Current Position Title
- Current Company
- Street Address
- City
- State
- Zip Code
- Mobile Phone
- Work Phone
- Personal Email Address
- Work Email Address
- Other Email Address
- Personal Website Url
- Business Url
- Blog Url
- Facebook Url
- LinkedIn Url
- Birthday
- Anniversary Date
- Salary
Action
Write
- TypeRequired
  Specifiy the type of record to update tags for.
- Replace TagsRequired
  Yes: replace all tags in selected Tag Category. No: add tags to selected Tag Category.
- TagsRequired
Action
Write
- Crelate ID
  Native Crelate ID for a contact. This is a globally unique identifier in the form: 01234567-89ab-cdef-0123-456789abcdef.
- Email Address
- External Primary Key
Action
Search

How forms.app + Crelate Integrations Work

Step 1: Authenticate forms.app and Crelate.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect forms.app + Crelate

About forms.app

forms.app is a platform where you can build forms, share them and get responses. You can create sales order form and collect payment, too.

Learn more

Related categories

Forms & Surveys

About Crelate

Crelate is modern Talent Relationship Management platform paired with simple, flexible Applicant Tracking and delivered with white-glove service.

Learn more

Related categories

HR Talent & Recruitment

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

forms.app + Crelate Integrations

How to connect forms.app + Crelate

Connect your apps and automate workflows

New Form Submission

Updated Company

Updated Contact

Updated Job

Create Contact

First NameRequired

Middle Name

Last Name

Salutation

External Id

Current Position Title

Current Company

Street Address

City

State

Zip Code

Mobile Phone

Work Phone

Personal Email Address

Work Email Address

Other Email Address

Personal Website Url

Business Url

Blog Url

Facebook Url

LinkedIn Url

Birthday

Anniversary Date

Salary

Create Note

Entity TypeRequired

BodyRequired

Announced

Pinned

Update Company

CompanyRequired

Name

External ID

Description

Company Type

Parent Company

Billing Contact

Street Address

City

State

Zip Code

Main Phone

Fax

Sales Email

Sales Phone

Support Email

Support Phone

Other Email

Skype Phone

Website

Blog

LinkedIn

Facebook

Update Job

JobRequired

Name

Job Title

Company

External ID

Description

Compensation

Website

Start Date

Number of Openings

Street Address

City

State

Zip Code

Find Company

Crelate ID

Name

External Primary Key