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

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Formstack
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Formstack
1. Choose trigger event
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2. Choose action
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1. Select the event
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Formstack
Choose a trigger event

Choose a trigger

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

Add your action

An action happens after the trigger—such as "Create Activity" in Pipeline CRM.

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Zapier seamlessly connects Formstack and Pipeline CRM, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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

Make work flow with AI

Level up your Formstack to Pipeline CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Formstack and Pipeline CRM 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.

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.
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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.
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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.

  • Formstack triggers, actions, and search
    New Form

    Triggers when a new Form is created.

    Trigger
    Polling
    Try It
    • Form
      Required
    • User Agent
    • Remote Address
    • Mark Submission as "read"?
    Action
    Write
    • Status
    • Source
    • Stage
    Trigger
    Instant
    Try It
  • Pipeline CRM triggers, actions, and search
    New Company

    Triggers when a new company is created in your PipelineDeals account.

    Trigger
    Instant
    Try It
    • Form
      Required
    • Field identification
    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
    • Stage
    • Status
    • Source
    Trigger
    Instant
    Try It
    • Status
    • Source
    • Stage
    Trigger
    Instant
    Try It

Learn how to automate Formstack on the Zapier blog

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About Formstack
Formstack is one of the easiest ways to build custom forms that let you collect data your way.
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About Pipeline CRM
Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
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