EspoCRM + Formidable Forms Integration

Integrate EspoCRM to Formidable Forms in one click, or tell Integrately AI how you want each submission handled. Capture form entries, create contacts, update accounts, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
  • Formidable Forms
    Form is submitted in Formidable Forms Instant
  • Formidable Forms
    Form is deleted in Formidable Forms Instant
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2.
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM

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Ready Workflows Ready Workflows for EspoCRM + Formidable Forms Integration

Capture form submissions, create contacts in EspoCRM, update accounts, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Formidable Forms + EspoCRM Integration

Create EspoCRM contact for new Formidable Forms form submission

When someone completes your Formidable Forms, a new contact is automatically created in your EspoCRM. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Formidable Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Formidable Forms - EspoCRM integration set up makes it easy to manage your customer relationships and grow your business.
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Formidable Forms + EspoCRM Integration

Create EspoCRM task for new Formidable Forms form submission

It's important to stay on top of your customer relationships, and one way to do that is to create EspoCRM tasks for new Formidable Forms form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that EspoCRM task for new Formidable Forms form submission received today - your customers will thank you for it!
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your EspoCRM + Formidable Forms flow

Streamline customer data collection by connecting your forms and CRM to messaging, email, and spreadsheet tools. Pick a combination and activate it in one click.

EspoCRM
Formidable Forms
+
WordPressWordPress (6)
+
MailchimpMailchimp (6)
+
Google SheetsGoogle Sheets (6)
+
SlackSlack (6)
+
GmailGmail (6)
+
CalendlyCalendly (6)
F
E
W
Create an EspoCRM contact from every Formidable Forms submission, and create a user account in WordPress
Every Formidable Forms submission creates a new contact in EspoCRM and a user account in WordPress instantly, eliminating manual data entry.
F
E
W
When a Formidable Forms submission arrives, create an EspoCRM lead and publish a draft post in WordPress
New form submissions instantly generate an EspoCRM lead and a draft post in WordPress so your editorial team can review them right away.
F
E
W
Add Formidable Forms submissions to EspoCRM as contacts, and update the matching WordPress user profile
Form submissions update your EspoCRM contacts and refresh existing WordPress user records automatically.
F
E
W
If a Formidable Forms submission includes enterprise details, create an EspoCRM account and publish a private WordPress page
Enterprise form entries instantly generate an EspoCRM account and a secure WordPress page for internal review.
F
E
W
Use Claude to evaluate Formidable Forms inquiries, create an EspoCRM lead, and publish a project brief in WordPress
Claude analyses incoming form submissions, creates an EspoCRM lead, and generates a formatted project brief in WordPress.
F
E
W
S
Turn every Formidable Forms submission into an EspoCRM contact, create a WordPress user, and notify your team in Slack
Form submissions automatically populate EspoCRM, create WordPress user accounts, and alert your team on Slack.

Supported triggers and actions for EspoCRM and Formidable Forms

Mix and match to build the exact automation you need

EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
Try it →
Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
Try it →
Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it →
Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
Try it →
Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
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Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
Try it →
Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
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Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
Try it →
Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it →
Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
Try it →
Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
Try it →
Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
Try it →
Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it →
Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
Try it →
Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
Try it →
Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it →
Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
Try it →
Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it →
Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
Try it →
Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it →
Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
Try it →
Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it →
Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
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Search lead by name in EspoCRM
Try it →
Create contact in EspoCRM
Adds a new contact to the database
Try it →
Search contact in EspoCRM
Finds and retrieves contact information
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Update contact in EspoCRM
Updates contact information with new details
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Delete contact in EspoCRM
Removes a contact from the address book
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Create lead in EspoCRM
Generates new leads for potential customers
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Search lead email in EspoCRM
Searches for a lead's email
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Update lead in EspoCRM
Updates the lead information
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Delete lead in EspoCRM
Removes a lead from the database
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Create task in EspoCRM
Creates a new task
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Create account in EspoCRM
Generates a new account
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Create case in EspoCRM
Generates a new case entry
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Create meeting in EspoCRM
Schedule a meeting
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Search account in EspoCRM
Searches for account information
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Update account in EspoCRM
Updates account information
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Delete opportunity in EspoCRM
Removes a opportunity from the system
Try it →
Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
Try it →
Create opportunity in EspoCRM
Creates a new instance of the support system
Try it →
Search opportunity in EspoCRM
Searches for a opportunity
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Search meeting in EspoCRM
Searches for a meeting
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Update opportunity in EspoCRM
Updates the opportunity details as needed
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Update meeting in EspoCRM
Updates meeting details
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Search case in EspoCRM
Searches for a case record
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Update case in EspoCRM
Updates case details
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Delete account in EspoCRM
Removes an account and all associated data from the system
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Delete case in EspoCRM
Removes the particular case from the system
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Create call in EspoCRM
Initiates a call to the recipient
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Search call in EspoCRM
Searches for a call
Try it →
Update call in EspoCRM
Updates call information
Try it →
Delete call in EspoCRM
Deletes a call entry from the database
Try it →
Formidable Forms
Formidable Forms Triggers & Actions
Instant
Form is submitted in Formidable Forms
Triggers the automation when a form is filled
Try it →
Instant
Form is deleted in Formidable Forms
Triggers the automation when a form is deleted
Try it →
No action is available

What can you automate with EspoCRM + Formidable Forms?

Streamline your customer data workflows by connecting website forms directly to your CRM with zero manual effort.

What you can automate?
Automate contact creation from every form entry
Turn every Formidable Forms submission into an EspoCRM contact instantly. Eliminate manual data entry and ensure every website lead enters your CRM pipeline without delay.
📋
Capture every submitted custom field accurately
Map all form fields and custom questions from Formidable Forms directly into your EspoCRM records instead of just capturing basic names and email addresses.
🔔
Alert your team the moment a submission arrives
Notify your sales or support team via Slack or email the second a form is submitted, ensuring rapid follow-up and improved customer response rates.
🔀
Route submissions based on submitted field criteria
Evaluate form selections like budget or department to create targeted leads, assign specific tasks, or route opportunities to the correct department automatically.
🔄
Keep CRM records updated as details change
Automatically update existing EspoCRM contact records when returning visitors submit new information through your website forms.
🛡️
Prevent duplicate records with smart matching
Search existing CRM contacts before creating new entries to avoid duplicates, updating existing profiles with fresh form submission data.
📅
Trigger follow-up tasks and calendar events
Automatically generate follow-up tasks in EspoCRM or schedule consultation meetings in Calendly immediately after a form submission.
🌐
Extend your workflow to popular marketing apps
Connect your core form and CRM flow to Google Sheets, Mailchimp, or WordPress to keep your entire business stack synchronised.
And much more...

Who is EspoCRM + Formidable Forms integration for?

Marketing, sales, and operations teams rely on this integration to eliminate manual data entry, accelerate response times, and keep CRM records completely accurate.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Client account managers
Client account managers
Operations coordinators
Operations coordinators
Inbound sales leads
Inbound sales leads
Customer support supervisors
Customer support supervisors
📈
Performance marketers
You're running web campaigns generating steady form entries, but your tracking reports only update when someone manually exports submissions, so your conversion counts are always hours behind — with this integration, every new form entry populates your CRM instantly and your pipeline numbers stay current.
Sales development reps
You need to reach out to inbound leads the moment they submit their details, but manual notification delays mean prospects often wait hours for a reply — this integration means every new form submission creates a contact in your CRM and alerts your sales channel instantly so you can engage first.
🤝
Client account managers
You report to stakeholders on client onboarding progress, but incomplete CRM profiles force you to piece together records across separate web forms — automating both apps means every form submission updates your central accounts automatically with zero manual copying required.
📊
Operations coordinators
The volume of incoming form submissions is too high for anyone to keep up with by hand, leading to missed entries and disorganized tracking sheets — with this integration, every submission populates your CRM and spreadsheets simultaneously without errors or omissions.
🎯
Inbound sales leads
You own the initial outreach stage and depend on website visitors submitting accurate contact information before your team can begin follow-up — automating these apps means every form entry lands directly in your CRM pipeline ready for immediate assignment.
📝
Customer support supervisors
You need a reliable history of customer inquiries, but manual logging often leaves gaps between form submissions and support case creation — this integration means every form entry creates a structured case in your CRM with complete audit trails.
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 EspoCRM + Formidable Forms

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

1,500+ apps connected
1,500+ apps connected
Connect EspoCRM + Formidable Forms 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
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect EspoCRM to Formidable Forms?
Frequently Asked Questions
You can connect EspoCRM to Formidable Forms using 1-click automations on Integrately, with support for WordPress, Mailchimp, Google Sheets, and 1,500+ apps. Use ready-made templates or ask Integrately AI to build the automation and map the fields.
Can I automatically create EspoCRM contacts from Formidable Forms submissions?
Frequently Asked Questions
Can I connect EspoCRM, Formidable Forms, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and Formidable Forms?
Frequently Asked Questions
How does EspoCRM handle incoming contact and lead data from forms?
Frequently Asked Questions
How do Formidable Forms entries trigger automated workflows?
Frequently Asked Questions
Do I need coding skills to integrate EspoCRM and Formidable Forms?
Frequently Asked Questions
Is the EspoCRM and Formidable Forms integration free?
Frequently Asked Questions
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You Can Also Connect EspoCRM or Formidable Forms With 1500+ Other Apps

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Formidable Forms
Popular Formidable Forms Integrations
Sync Formidable Forms with marketing, spreadsheet, and notification tools to keep data working across your stack.