Solve CRM + Formsite Integration

Integrate Formsite to Solve CRM in one click, or tell Integrately AI how you want each form submission handled. Create contacts and companies, update your team, log submissions, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • Formsite
    Form is submitted in Formsite Instant
Arrow Right
2.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM

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Ready Workflows Ready Workflows for Formsite + Solve CRM Integration

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

Most popular automationsmost-popular-automations
Formsite + Solve CRM Integration

Create Solve CRM contact for new Formsite form submission

When someone completes your Formsite, a new contact is automatically created in your Solve CRM. 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 - Solve CRM integration set up makes it easy to manage your customer relationships and grow your business.
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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 Formsite + Solve CRM flow

Extend your workflow with spreadsheets, email marketing, notifications, and scheduling. Pick a combination and activate it in one click.

Solve CRM
Formsite
+
Google SheetsGoogle Sheets (4)
+
MailchimpMailchimp (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
CalendlyCalendly (4)
F
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Add every Formsite submission to Google Sheets and create a Solve CRM contact
Form submissions land in Google Sheets and create a Solve CRM contact instantly, eliminating manual copy-pasting.
F
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Create a Solve CRM company from Formsite submissions and log details in Google Sheets
Company details from form submissions appear in Google Sheets and create a Solve CRM company automatically.
F
S
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If a Formsite submission meets criteria, create a Solve CRM contact and update Google Sheets
Filtered form responses create Solve CRM contacts and update Google Sheets rows based on submitted answers.
F
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Turn Formsite submissions into Google Sheets rows and create a follow-up task in Solve CRM
Keep Google Sheets updated and create follow-up records in Solve CRM from every Formsite submission.

Supported triggers and actions for Solve CRM and Formsite

Mix and match to build the exact automation you need

Solve CRM
Solve CRM Triggers & Actions
Contact is created in Solve CRM
Triggers the automation when a new contact is created
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Company is created in Solve CRM
Triggers the automation when a new company is created
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Create contact in Solve CRM
Adds a new contact to the database
Try it →
Create company in Solve CRM
Generates a new company profile with given details
Try it →
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 Formsite + Solve CRM?

Streamline your customer data workflows by connecting form submissions directly to your CRM management pipeline.

What you can automate?
🔄
Create Solve CRM contacts from form submissions
Turn every new Formsite form response into a fully populated contact record in Solve CRM automatically, removing manual data entry entirely.
📋
Capture every submitted field accurately
Map all available Formsite answers directly into your Solve CRM records instead of just basic contact info, ensuring complete data visibility.
🔔
Alert your team instantly on submission
Notify staff members the moment a new Formsite response is received so urgent customer inquiries get immediate attention.
🔀
Route records based on submitted answers
Perform different actions in Solve CRM depending on specific choices selected within your Formsite form responses.
🔄
Keep CRM records up to date
Update existing Solve CRM contact or company records automatically whenever matching form submissions are received.
🚫
Prevent duplicate entries
Search for existing records in Solve CRM before creating new ones, keeping your customer database clean and organized.
⏱️
Manage status changes and follow-ups
Trigger subsequent tasks and follow-up activities in Solve CRM based on the specific outcome of form submissions.
🔌
Extend flows to popular supporting apps
Connect your Formsite and Solve CRM workflow to tools like Google Sheets or Slack to keep your entire team informed.
And much more...

Who is Formsite + Solve CRM integration for?

Operations teams, sales representatives, and customer support leads eliminate manual data entry and keep records perfectly synchronized across Formsite and Solve CRM.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Project managers
Project managers
Operations leads
Operations leads
📈
Performance marketers
You're running form campaigns to capture leads but your reporting sheet only updates when someone manually exports submissions, so the conversion counts you review are always hours behind — with this integration, every new form submission lands in your system instantly and your data stays current.
Sales representatives
You need to follow up with inbound prospects immediately, but submissions sit in your form builder until someone copies them over manually, so hot leads go cold before you make contact — this integration means every form response creates a Solve CRM contact the moment it arrives.
📋
Account managers
You report on client onboarding progress to stakeholders, but your records have gaps because form data gets missed during manual transfers, so your status updates are never complete — automating both apps means every client submission populates your CRM records without missing a detail.
👥
Customer support teams
You handle high volumes of support requests submitted through web forms, but copying each ticket into your service tool by hand creates massive backlogs, so customers wait too long for help — connecting these apps means every form entry generates a Solve CRM record immediately.
🎯
Project managers
You own the client kickoff phase and depend on upstream form submissions to start project setup, but manual handovers delay your timeline, so kickoffs always start late — this integration means every form entry hands off work to your team automatically.
🗂️
Operations leads
You maintain historical records of all customer interactions, but manual entry errors leave missing fields and duplicate entries across your database, so your reporting is unreliable — automating both apps means every submission is logged cleanly with zero manual gaps.
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 Solve CRM + Formsite

Build and manage your Solve CRM + 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 Solve CRM + 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
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Popular Alternative
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750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Formsite to Solve CRM?
Frequently Asked Questions
You can connect Formsite to Solve CRM in 1 click using ready workflows or build custom automations with Integrately AI. It also connects smoothly with Google Sheets, Slack, Gmail, and 1,500+ other apps.
Can I automatically create Solve CRM contacts from Formsite form submissions?
Frequently Asked Questions
Can I connect Formsite, Solve CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Formsite and Solve CRM?
Frequently Asked Questions
How are form submissions handled between Formsite and Solve CRM?
Frequently Asked Questions
Can I manage company records in Solve CRM from Formsite submissions?
Frequently Asked Questions
Do I need coding skills to automate Formsite and Solve CRM?
Frequently Asked Questions
Is the Formsite and Solve CRM integration free?
Frequently Asked Questions
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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?

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