Connect Plumsail Forms and Tower CRM to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate Plumsail Forms with Tower CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Submission" from Plumsail Forms.
Add your action
An action happens after the trigger—such as "Create Contact" in Tower CRM.
You’re connected!
Zapier seamlessly connects Plumsail Forms and Tower CRM, automating your workflow.
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.
- Public FormRequired
Try ItTriggerInstant- Form IDRequired
- Submission IDRequired
ActionWrite- New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - EmailRequired
- First Name
- Last Name
- Phone
- Status
- Source
ActionWrite
- File URLRequired
ActionWrite- Deal Stage Changed
Triggers when a deal's stage is changed.
Try ItTriggerPolling - New Deal
Triggers when a new deal is created.
Try ItTriggerPolling - TitleRequired
- Contact Email or ID
- Stage
- Amount
- Carrier / Vendor
- Category / Policy Type
- Reference / Policy Number
- Effective Date
- Expiration Date
- Is Policy
- Insured Name
- Update If Found
ActionWrite
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