Dashly + Formsite Integration

Integrate Dashly to Formsite in one click, or tell Integrately AI how you want each submission handled. Capture leads, sync form data, update your CRM, and trigger instant follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Dashly
    Lead is created in Dashly
  • Formsite
    Form is submitted in Formsite Instant
Arrow Right
2.
  • No action found

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Ready WorkflowsReady Workflows   for Dashly + Formsite Integration

Capture form submissions, organise lead details, keep sheets updated, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Dashly + Formsite flow

Streamline your lead qualification, notify teams instantly on messaging channels, and keep all your external records updated. Pick a combination and activate it in one click.

Dashly
Formsite
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HubspotHubspot (8)
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Google Analytics 4Google Analytics 4 (8)
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SlackSlack (8)
+
GmailGmail (8)
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Google SheetsGoogle Sheets (8)
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TrelloTrello (8)
F
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Add every Formsite form submission to HubSpot, and notify your sales team in Slack.
Formsite form submissions appear in HubSpot as new contacts instantly while Slack alerts your sales team.
D
H
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Log every Dashly lead in HubSpot, and create a follow-up task in Trello.
Dashly leads become new HubSpot contacts while Trello opens a task for your team.
H
G
S
When a HubSpot deal stage updates, log the move in Google Sheets and notify your team.
HubSpot deal updates automatically refresh your tracking sheet and post updates to Slack.
F
H
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Create a HubSpot task for every form submission, and send a welcome email via Gmail.
Formsite entries trigger HubSpot tasks and dispatch personalized welcome emails through Gmail.
F
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If a Formsite submission is enterprise tier, create a HubSpot deal and notify management.
Enterprise form submissions create high-priority HubSpot deals and alert leadership on Slack.
H
G
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When a HubSpot deal is closed won, record the win in Google Sheets and notify the team.
Closed won HubSpot deals update Google Sheets logs and celebrate the win in Slack.
H
G
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Use Claude to summarize HubSpot form entries, save the notes in Google Sheets, and alert Slack.
Claude analyzes HubSpot form notes, logs summaries in Google Sheets, and posts briefs in Slack.
D
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Turn every Dashly lead into a HubSpot contact, create a Trello onboarding card, and notify Slack.
Dashly leads create HubSpot contacts, open Trello onboarding cards, and alert Slack channels.

Supported triggers and actions for Dashly and Formsite

Mix and match to build the exact automation you need

Dashly
Dashly Triggers & Actions
Lead is created in Dashly
Triggers the automation when a new lead is created
Try it →
No action is available
Formsite
Formsite Triggers & Actions
Instant
Form is submitted in Formsite
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Dashly + Formsite?

Streamline your web conversion workflows from initial form entry to CRM logging and team notification.

What you can automate?
🔄
Capture every web form submission instantly
Automatically send Formsite form submissions and Dashly lead records into your destination tools the exact moment a visitor completes a conversion action on your website.
📋
Map every submitted field accurately
Transfer complex survey answers, dropdown selections, and custom text inputs into separate spreadsheet columns or CRM fields instead of losing details in unstructured notifications.
🔔
Alert the right team member immediately
Broadcast instant notifications to specific Slack channels or dispatch automated confirmation emails the second a high-value prospect submits their information.
🔀
Route submissions based on form answers
Apply conditional logic to direct enterprise inquiries to senior account executives while routing standard requests to general support queues automatically.
♻️
Keep downstream records fully up to date
Automatically update existing spreadsheet rows and CRM contact stages whenever a respondent updates their information or progresses through your pipeline.
🔍
Prevent duplicate records automatically
Search existing databases before creating new entries so repeat submitters update their existing profile instead of cluttering your system with duplicate records.
🏷️
Handle later status changes and updates
Trigger downstream automation workflows when lead statuses change, deals progress to new stages, or project tasks reach completion.
🔌
Extend your workflow to external apps
Connect your Dashly and Formsite flows with popular tools like HubSpot, Slack, and Google Sheets to build multi-step operational pipelines.
And much more...

Who is Dashly + Formsite integration for?

Teams handling inbound web traffic and prospect form data eliminate manual copying, accelerate response times, and maintain accurate operational records.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Customer support leads
Customer support leads
Operations coordinators
Operations coordinators
Data analysts
Data analysts
📈
Performance marketers
You're running conversion campaigns across multiple landing pages but your tracking sheet only updates when someone manually exports form data, so the conversion counts you're optimising against are always hours behind — with this integration, every form submission lands in your sheet instantly and your analytics stay current.
Sales representatives
You depend on immediate prospect outreach to close inbound web traffic, but leads sit unassigned in your inbox until someone manually copies them over, causing hot prospects to go cold — automating both apps means every new submission routes straight to your CRM the second it arrives so you can follow up first.
📊
Agency account managers
You answer to clients who expect real-time visibility into campaign lead generation, but assembling manual status reports takes hours of tedious spreadsheet work every week — connecting these apps means your client reporting tables update automatically and project boards stay synchronized without manual effort.
🎧
Customer support leads
Your support team faces a high volume of web inquiries and service requests that overwhelm manual intake workflows, leading to missed tickets and frustrated users — this integration means every inbound support form instantly generates a tracked task and notifies your team channel without manual data entry.
🔄
Operations coordinators
You own the downstream project setup and depend on upstream marketing forms to hand over clean prospect data, but formatting discrepancies cause endless friction — automating both apps means every form submission populates your standardized project databases with zero manual data cleanup required.
🗂️
Data analysts
You need a reliable historical audit trail of all visitor conversions and form entries, but manual export gaps leave missing records in your master database — this integration means every submission is logged systematically across your storage tools with complete data fidelity.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Dashly + Formsite

Build and manage your Dashly + Formsite automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Dashly + Formsite 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Dashly to Formsite?
Frequently Asked Questions
You can connect Dashly and Formsite in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automation flows with apps like HubSpot, Slack, and Google Sheets.
Can I automatically sync Formsite form submissions to my CRM and team chat?
Frequently Asked Questions
Can I connect Dashly, Formsite, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Dashly and Formsite?
Frequently Asked Questions
How are Dashly lead records handled in integrations?
Frequently Asked Questions
Can Formsite form data be mapped to custom fields?
Frequently Asked Questions
Do I need coding skills to connect Dashly and Formsite?
Frequently Asked Questions
Is the Dashly and Formsite integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Dashly or Formsite With 1500+ Other Apps

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Formsite
Popular Formsite Integrations
Sync Formsite with project management boards, databases, and communication channels to streamline form data management.
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