Freshworks CRM (Freshsales Suite) + Formsite Integration

Integrate Formsite to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each submission handled. Capture leads, create contacts, update deals, and keep your sales pipeline moving without manual data entry.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • Formsite
    Form is submitted in Formsite Instant
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2.
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)

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Ready Workflows Ready Workflows for Formsite + Freshworks CRM (Freshsales Suite) Integration

Capture form submissions, create CRM contacts, update deals, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Formsite + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) contact for new Formsite form submission

When someone completes your Formsite, a new contact is automatically created in your Freshworks CRM (Freshsales Suite). This way, you can quickly follow up with the form submission and turn them into a customer!

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

Create Freshworks CRM (Freshsales Suite) deal for new Formsite form submission

Integrating your Freshworks CRM (Freshsales Suite) with your Formsite, can help you automatically create new deals based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Formsite - Freshworks CRM (Freshsales Suite) integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Activate
Formsite + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) task for new Formsite form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Freshworks CRM (Freshsales Suite) tasks for new Formsite 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 Freshworks CRM (Freshsales Suite) task for new Formsite form submission received today - your customers will thank you for it!
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Activate
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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 Formsite + Freshworks CRM (Freshsales Suite) flow

Send your form data to spreadsheets, email lists, scheduling tools, or team channels once the core pair finishes. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Formsite
+
Google SheetsGoogle Sheets (4)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
HubSpotHubSpot (3)
F
G
F
Add every Formsite form submission to Google Sheets, and create a contact in Freshworks CRM (Freshsales Suite).
Every Formsite submission lands in Google Sheets and Freshworks CRM (Freshsales Suite) instantly, eliminating manual data entry.
F
G
F
When a Formsite form is submitted, log the entry in Google Sheets and update the matching contact in Freshworks CRM (Freshsales Suite).
Keep your tracking sheets updated and existing Freshworks CRM (Freshsales Suite) contacts refreshed whenever a new Formsite submission arrives.
F
G
F
If a Formsite submission meets your criteria, log it in Google Sheets and create a deal in Freshworks CRM (Freshsales Suite).
Qualify high-value form submissions by instantly logging them in Google Sheets and opening a deal in Freshworks CRM (Freshsales Suite).
F
C
G
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Use ChatGPT to summarize Formsite submissions, log the summary in Google Sheets, and create a contact in Freshworks CRM (Freshsales Suite).
Get AI summaries of Formsite entries stored in Google Sheets while creating a contact in Freshworks CRM (Freshsales Suite).

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Formsite

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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Formsite
Formsite Triggers & Actions
Instant
Form is submitted in Formsite
Triggers the automation when a form is filled
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No action is available

What can you automate with Formsite + Freshworks CRM (Freshsales Suite)?

Streamline your inbound workflows by connecting form submissions directly to CRM records, updates, and team notifications.

What you can automate?
📋
Turn every form submission into a CRM contact
Capture every web form entry and instantly create a new contact in Freshworks CRM (Freshsales Suite). Eliminate manual data entry and ensure every prospect enters your sales pipeline.
🔍
Capture every submitted field and custom question
Map detailed survey answers and custom form fields straight into your CRM records instead of just capturing basic names and emails. Your sales reps get full context for every inquiry.
🔔
Notify your team the moment a lead arrives
Alert your sales channel in Slack or via task creation as soon as a prospective client completes your form. Fast response times increase your conversion rates.
🔀
Route submissions based on form selections
Evaluate submitted dropdown values or budget tiers to trigger different actions, such as creating priority deals for high-value prospects or standard contacts for general inquiries.
🔄
Keep CRM contacts updated with fresh data
Automatically update existing contacts in Freshworks CRM (Freshsales Suite) whenever a returning customer submits a new form response or updates their details.
🛠️
Add or update records without creating duplicates
Search existing database entries by email or phone before creating records, ensuring clean contact histories and preventing duplicate profile clutter.
💼
Handle later deal and task updates smoothly
Create deals, add notes, and assign follow-up tasks in Freshworks CRM (Freshsales Suite) as form respondents progress through your sales pipeline stages.
📊
Extend your workflow to Google Sheets or Slack
Connect your core Formsite and Freshworks CRM (Freshsales Suite) automation with Google Sheets or team chat apps to keep supporting teams in the loop.
And much more...

Who is Formsite + Freshworks CRM (Freshsales Suite) integration for?

Revenue teams and digital marketers eliminate manual data entry, connect web forms to sales pipelines, and ensure leads never fall through the cracks.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Operations leads
Operations leads
Sales development reps
Sales development reps
Admin leads
Admin leads
📈
Performance marketers
You're running lead generation campaigns via web forms but your tracking sheet only updates when someone manually exports submissions, so the lead counts you're reviewing are always a few hours behind — with this integration, every new submission lands in your CRM instantly and your pipeline data stays current.
⚡
Sales representatives
You need to follow up with inbound prospects while their interest is high, but waiting for manual lead distribution means hours pass before you reach out — with this integration, every form submission creates a CRM contact immediately so you can engage buyers right away.
🤝
Agency account managers
Your clients expect real-time updates on inbound form inquiries, but collating survey responses by hand leaves gaps in project reporting — with this integration, every client form entry flows straight into your shared systems and visibility is maintained effortlessly.
🏢
Operations leads
The volume of form submissions on your website is too high for anyone to keep up with by hand, leading to missed records and disorganized customer data — with this integration, every submission is processed automatically and your databases stay perfectly organized.
🎯
Sales development reps
You own the outreach stage and depend on marketing forms to hand over prospect details without missing key fields — with this integration, every form field maps directly into your CRM records and qualification handovers happen without friction.
🗂️
Admin leads
You need a reliable history of customer interactions, but manual entry errors keep creating duplicate contacts and missing records in your CRM — with this integration, every submission creates clean, deduplicated contact histories from day one.
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Formsite

Build and manage your Freshworks CRM (Freshsales Suite) + 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 Freshworks CRM (Freshsales Suite) + 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
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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 Formsite to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect Formsite to Freshworks CRM (Freshsales Suite) in 1-click using ready-made flows on Integrately, or use Integrately AI to build custom multi-step workflows linking your forms to Google Sheets, Slack, and 1,500+ other apps.
Can I automatically create a Freshworks CRM contact whenever a new form is submitted in Formsite?
Frequently Asked Questions
Can I connect Formsite, Freshworks CRM (Freshsales Suite), and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Formsite and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does Formsite data get transferred to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) handle incoming leads from Formsite?
Frequently Asked Questions
Do I need coding skills to automate Formsite and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the Formsite and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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