- CRM Automation
- CRM Data Management
- Form-to-CRM automation
Capture and store data from form submissions into a crm system
Automatically routing form submissions into your customer relationship system streamlines lead capture and ensures no inquiry slips through the cracks. By automating data transfer, you eliminate manual entry errors, accelerate response times, and maintain a unified, up-to-date contact database. This seamless workflow lets you focus on nurturing relationships rather than wrestling with repetitive tasks.
Filter by common apps:
Paperform
Formatter by Zapier
Pipedrive
Webhooks by Zapier
Code by Zapier
Salesforce
Jobber
Google Sheets
Filter by Zapier
Formidable Forms
Bigin by Zoho CRM
Webflow
Microsoft Dynamics 365 CRM
Docusign
Microsoft Excel
Typeform
LearnWorlds
- Update Pipedrive deal information from new Paperform submissions, and format numeric data
- Capture incoming requests, process data, and create structured notes in Salesforce
Capture incoming requests, process data, and create structured notes in Salesforce
- Capture client information from Jobber, create client in Jobber, and add row in Google Sheets
Capture client information from Jobber, create client in Jobber, and add row in Google Sheets
- Capture form submissions, process data, and create or update leads in Salesforce
Capture form submissions, process data, and create or update leads in Salesforce
- Create or update pipeline record in Bigin by Zoho CRM from new Formidable Forms entry
Create or update pipeline record in Bigin by Zoho CRM from new Formidable Forms entry
- Process new Webflow form submissions, send data via webhook, and create participant records in Microsoft Dynamics 365 CRM
Process new Webflow form submissions, send data via webhook, and create participant records in Microsoft Dynamics 365 CRM
- Capture registration data from Docusign, add to Excel, find or create Salesforce record, and add contact to campaign
Capture registration data from Docusign, add to Excel, find or create Salesforce record, and add contact to campaign
- Capture form submissions from Typeform, transform data with Formatter, and manage records in Salesforce
Capture form submissions from Typeform, transform data with Formatter, and manage records in Salesforce
- Capture user interest from LearnWorlds form submission, format data, and create record in Salesforce
Capture user interest from LearnWorlds form submission, format data, and create record in Salesforce