EngageBay CRM + 123FormBuilder Integration

Integrate 123FormBuilder to EngageBay CRM in one click, or tell Integrately AI how you want each submission handled. Create contacts, add tags, update company records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EngageBay CRM
    Contact is created in EngageBay CRM
  • EngageBay CRM
    Contact is updated in EngageBay CRM
  • EngageBay CRM
    Owner is created in EngageBay CRM
  • EngageBay CRM
    Deal is created in EngageBay CRM
  • EngageBay CRM
    Deal is updated in EngageBay CRM
  • EngageBay CRM
    Form is submitted in EngageBay CRM
  • EngageBay CRM
    List is created in EngageBay CRM
  • EngageBay CRM
    Company is created in EngageBay CRM
  • EngageBay CRM
    Company is updated in EngageBay CRM
  • 123FormBuilder
    Submission is created in 123FormBuilder
  • 123FormBuilder
    Form is created in 123FormBuilder
Arrow Right
2.
  • EngageBay CRM
    Create a contact in EngageBay CRM
  • EngageBay CRM
    Update contact in EngageBay CRM
  • EngageBay CRM
    Search contact by email in EngageBay CRM
  • EngageBay CRM
    Add tag to a contact in EngageBay CRM
  • EngageBay CRM
    Remove tag from contact in EngageBay CRM
  • EngageBay CRM
    Search contact in EngageBay CRM
  • EngageBay CRM
    Add contact to a form in EngageBay CRM
  • EngageBay CRM
    Create a company in EngageBay CRM
  • EngageBay CRM
    Search company in EngageBay CRM

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Ready Workflows Ready Workflows for 123FormBuilder + EngageBay CRM Integration

Capture form submissions, create contacts, update records, add tags, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
123FormBuilder + EngageBay CRM Integration

Create EngageBay CRM contact for new 123FormBuilder submission

Automatically creating EngageBay CRM contact for new 123FormBuilder submission can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating EngageBay CRM contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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Connect more apps to your 123FormBuilder + EngageBay CRM flow

Capture leads through 123FormBuilder, sync them to EngageBay CRM, and push updates to your broader tool stack. Pick a combination and activate it in one click.

EngageBay CRM
123FormBuilder
+
MailchimpMailchimp (5)
+
Google SheetsGoogle Sheets (5)
+
WordPressWordPress (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
1
E
M
Add every 123FormBuilder submission to EngageBay CRM, and subscribe the contact to Mailchimp.
Every 123FormBuilder form submission creates an EngageBay CRM contact and subscribes the user in Mailchimp instantly, so manual data entry is eliminated.
1
E
M
When a contact is created in EngageBay CRM from 123FormBuilder, update their subscriber profile in Mailchimp.
EngageBay CRM contact updates triggered by 123FormBuilder flow straight into Mailchimp, ensuring subscriber records match across tools.
1
E
M
If a 123FormBuilder submission includes a specific tag, create an EngageBay CRM contact and add them to a Mailchimp segment.
Segment your 123FormBuilder leads in Mailchimp while simultaneously saving them to EngageBay CRM without lifting a finger.
1
E
M
When an EngageBay CRM contact is updated after a 123FormBuilder submission, update their Mailchimp subscription status.
Keep Mailchimp subscription preferences aligned with EngageBay CRM record updates originating from 123FormBuilder submissions.
1
E
M
Use Claude to summarise 123FormBuilder feedback, create an EngageBay CRM contact, and add a subscriber note in Mailchimp.
AI analyses 123FormBuilder survey submissions before creating your EngageBay CRM contact and updating Mailchimp records.

Supported triggers and actions for EngageBay CRM and 123FormBuilder

Mix and match to build the exact automation you need

EngageBay CRM
EngageBay CRM Triggers & Actions
Contact is created in EngageBay CRM
Triggers the automation when a new contact is created
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Contact is updated in EngageBay CRM
Triggers the automation when a contact is updated
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Owner is created in EngageBay CRM
Triggers the automation when a new owner is created
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Deal is created in EngageBay CRM
Triggers the automation when a deal is created
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Deal is updated in EngageBay CRM
Triggers the automation when a deal is updated
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Form is submitted in EngageBay CRM
Triggers the automation when a form is filled
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List is created in EngageBay CRM
Triggers the automation when a new list is created
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Company is created in EngageBay CRM
Triggers the automation when a new company is created
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Company is updated in EngageBay CRM
Triggers the automation when a company is updated
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Create a contact in EngageBay CRM
Adds a new contact to the contact list
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Update contact in EngageBay CRM
Updates contact information with new details
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Search contact by email in EngageBay CRM
Finds and retrieves contact information using their email address
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Add tag to a contact in EngageBay CRM
Adds a tag to a contact
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Remove tag from contact in EngageBay CRM
Untag the contact
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Search contact in EngageBay CRM
Finds and retrieves contact information
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Add contact to a form in EngageBay CRM
Adds a new contact to a form
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Create a company in EngageBay CRM
Creates a new company record
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Search company in EngageBay CRM
Finds information about a company
Try it →
123FormBuilder
123FormBuilder Triggers & Actions
Submission is created in 123FormBuilder
Triggers the automation when a new form is submitted
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Form is created in 123FormBuilder
Triggers the automation when a new form is created
Try it →
No action is available

What can you automate with 123FormBuilder + EngageBay CRM?

Turn manual form data entry into automated CRM pipelines without writing code.

What you can automate?
🔄
Create CRM contacts from every form submission automatically
Every form entry submitted through 123FormBuilder creates a new contact record in EngageBay CRM within seconds. Manual data copying is completely eliminated from your daily routine.
📝
Capture every submitted form field without data loss
Map all custom form questions and answers from 123FormBuilder directly into EngageBay CRM contact properties instead of just names and emails. Your CRM records become comprehensive profiles.
🔔
Alert your team the moment a new submission arrives
Notify sales reps and support staff instantly whenever a high-value prospect completes your 123FormBuilder form and gets added to EngageBay CRM.
🔀
Route submissions based on submitted form answers
Evaluate specific field values in your 123FormBuilder submission to create different contact types or assign distinct tags in EngageBay CRM automatically.
✏️
Keep contact details updated as submissions change
Automatically update existing EngageBay CRM contact records whenever a returning user submits a new form update in 123FormBuilder.
🔍
Search and update existing contacts instead of creating duplicates
Check if an email already exists in EngageBay CRM before processing a 123FormBuilder submission, updating the current record rather than generating duplicate entries.
📋
Manage deal stages and company records from form entries
Create associated company profiles and sales deals in EngageBay CRM whenever a business inquiry form is submitted in 123FormBuilder.
💬
Extend your form workflow to Slack notifications
Capture leads in 123FormBuilder, create contact records in EngageBay CRM, and broadcast instant updates to your team channel in Slack.
And much more...

Who is 123FormBuilder + EngageBay CRM integration for?

Form builders, sales professionals, and small business owners streamline data entry and contact management by bridging form submissions with CRM workflows.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client success managers
Client success managers
Support team leads
Support team leads
Account executives
Account executives
Operations leads
Operations leads
📈
Performance marketers
You're running campaigns across multiple web forms but your reporting sheet only updates when someone manually exports submissions, so the lead counts you're optimising against are always a few hours behind — this integration means every new submission lands in your CRM instantly and your data stays current.
Sales representatives
You need to reach out to inbound prospects immediately, and you find out too late when forms sit in an unmonitored inbox — automating both apps means every form entry creates a CRM contact instantly and your team can follow up right away.
📋
Client success managers
You answer to a client or an outside party who wants to see form submission progress, but compiling manual status reports takes hours every week — automating both apps means every form response updates your records automatically and progress is always visible.
📊
Support team leads
The volume of inbound contact requests is too high for anyone to keep up by hand, leading to missed client inquiries and delayed responses — automating both apps means every customer message creates a structured CRM record without manual copying.
🤝
Account executives
You own the next sales step and depend on someone upstream to hand over form data, but manual handoffs cause bottlenecks and lost deals — this integration means every form entry flows straight into your CRM pipeline without delay.
🗂️
Operations leads
You need a reliable history of customer interactions and keep finding gaps in your contact records due to manual entry mistakes — automating both apps means every submission is logged accurately and your database remains complete.
Our team

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Why choose Integrately to automate EngageBay CRM + 123FormBuilder

Build and manage your EngageBay CRM + 123FormBuilder automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect EngageBay CRM + 123FormBuilder with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect 123FormBuilder to EngageBay CRM?
Frequently Asked Questions
You can connect 123FormBuilder to EngageBay CRM in one click using pre-built templates or by asking Integrately AI to set up your workflow. It also integrates seamlessly with apps like Mailchimp, Google Sheets, Slack, and Calendly.
Can I automatically create an EngageBay CRM contact from every 123FormBuilder form submission?
Frequently Asked Questions
Can I connect 123FormBuilder, EngageBay CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for 123FormBuilder and EngageBay CRM?
Frequently Asked Questions
How does 123FormBuilder handle form submission data in this integration?
Frequently Asked Questions
Can I update existing EngageBay CRM contacts with new 123FormBuilder submissions?
Frequently Asked Questions
Do I need coding skills to automate 123FormBuilder and EngageBay CRM?
Frequently Asked Questions
Is the 123FormBuilder and EngageBay CRM integration free?
Frequently Asked Questions
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