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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

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

Add your action

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

You’re connected!

Zapier seamlessly connects FormDesigner and CRM People, 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.

- Form
  Required
Trigger
Polling
Try It
- Activity Type
Trigger
Instant
Try It
- Sales Pipelines
Trigger
Instant
Try It
- Person name
- Person phones
- Person whatsapps
- Person e-mails
- Business name
- Business phones
- Business whatsapps
- Business e-mails
- Opportunity name
  Required
- Sales pipeline
  Required
- Pipeline phase
  Required
- Status
  Required
- Opportunity value
  Required
- Users
  Required
- Tags
- Observations
Action
Write

- Sales Pipelines
Trigger
Instant
Try It
- Activity Type
  Required
Trigger
Instant
Try It
- Activity Name
  Required
- Scheduled To
- Scheduled End
- Meeting Link
- Responsible User
  Required
- Activity Type
  Required
- Deal ID
- Person ID
- Business ID
Action
Write
- Meeting Name
  Required
- Scheduled To
  Required
- Scheduled End
- Meeting Link
- Responsible User
  Required
- Deal ID
- Person ID
- Business ID
- Attendees
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect FormDesigner and CRM People 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.

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.

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.

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.

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.

Make work flow with AI

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

Learn about AI automation

About FormDesigner

FormDesigner - builder of web forms, surveys, quizzes and calculators

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Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About CRM People

CRM People is a crm software for sales teams focused on b2b