Connect Formidable Forms and Vtiger CRM to unlock the power of automation
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Set up your first integration
Quickly connect Formidable Forms to Vtiger CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Formidable Forms with Vtiger 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 "Delete Entry" from Formidable Forms.
Add your action
An action happens after the trigger—such as "Create Case" in Vtiger CRM.
You’re connected!
Zapier seamlessly connects Formidable Forms and Vtiger 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.
- FormRequired
Try ItTriggerInstant- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling
- FormRequired
Try ItTriggerInstant- Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Try ItTriggerPolling - New Case
Triggers when a new Case is created.
Try ItTriggerPolling - New Event
Triggers when a new event is created.
Try ItTriggerPolling
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Connect Formidable Forms and Vtiger 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.
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Frequently Asked Questions about Formidable Forms + Vtiger CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Formidable Forms and Vtiger CRM
What steps are required to integrate Formidable Forms with Vtiger CRM?
To integrate Formidable Forms with Vtiger CRM, you need to create a Zap in our system. Start by selecting Formidable Forms as your trigger app and choose a specific form submission as the trigger event. Then, select Vtiger CRM as your action app and define what action you want to happen when the Formidable trigger fires, such as creating a new lead or updating an existing record in Vtiger.
Can I use conditional logic when integrating Formidable Forms with Vtiger?
Yes, you can use filters and paths to add conditional logic between triggers and actions. This allows you to specify certain conditions that must be met for the integration action in Vtiger CRM to execute. For example, only create a new contact in Vtiger if a certain field in the form submission meets specific criteria.
What kind of data can be transferred from Formidable Forms to Vtiger CRM?
You can transfer various types of data from Formidable Forms to Vtiger CRM. This includes customer information such as name, email address, phone number, and any other custom fields that have been set up within your forms.
How do triggers work in the integration between Formidable Forms and Vtiger CRM?
Triggers occur when there is a form submission in Formidable Forms. Our platform will detect this event based on your configuration and then proceed to execute the defined action within your integrated app (Vtiger CRM), like updating customer details or creating tasks.
Are there any limitations on the number of records I can sync between Formidable Forms and Vtiger CRM?
The limits regarding record syncing depend on your subscription plan with us. While free or basic plans might have constraints, higher-tier plans usually offer unlimited syncing capabilities allowing seamless integration between Formidable Forms and Vtiger CRM.
Do I need any coding skills to set up an integration between Formidable Forms and Vtiger CRM?
No coding skills are required. Our platform provides an intuitive user interface for setting up integrations through Zaps without writing any code. This makes it easy for anyone to connect their apps efficiently.
How quickly does data update from Formidable Forms into Vtiger CRM once the form is submitted?
Data updates typically occur within minutes after a form submission is made in Formidable Forms due to our seamless processing of triggers leading quickly into actions performed on connected apps like Vtiger CRM.
