Formstack Forms + Freshworks CRM (Freshsales Suite) Integration

Integrate Formstack Forms to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each submission handled. Create contacts and deals, update records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formstack Forms
    Submission is done in Formstack Forms Instant
  • Formstack Forms
    Form is added in Formstack Forms
  • 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)
Arrow Right
2.
  • Formstack Forms
    Create submission for a form in Formstack Forms
  • 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)

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Formstack Forms + Freshworks CRM (Freshsales Suite) Integration

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

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

Create Freshworks CRM (Freshsales Suite) task for new Formstack Forms response

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 Formstack Forms responses 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 Formstack Forms response received today - your customers will thank you for it!
See more
  • 1of2
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 Formstack Forms + Freshworks CRM (Freshsales Suite) flow

Capture leads through forms, sync them to your CRM, and instantly notify your team or email campaigns. Pick a combination and activate it in one click.

Formstack Forms
Freshworks CRM (Freshsales Suite)
+
TypeformTypeform (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
ZoomZoom (3)
T
F
F
Add every Typeform response to Formstack Forms, and create a contact in Freshworks CRM (Freshsales Suite).
Typeform responses feed Formstack Forms while automatically creating contacts in Freshworks CRM (Freshsales Suite), keeping all your lead data centralised.
T
F
F
If a Typeform submission meets your criteria, create a Formstack Forms entry and add a deal in Freshworks CRM (Freshsales Suite).
Qualified Typeform responses automatically generate Formstack Forms records and new deals in Freshworks CRM (Freshsales Suite).
T
F
F
Use ChatGPT to summarise every Typeform response, save it in Formstack Forms, and update the contact in Freshworks CRM (Freshsales Suite).
ChatGPT summarises incoming Typeform data before updating Formstack Forms and Freshworks CRM (Freshsales Suite) with clean insights.

Supported triggers and actions for Formstack Forms and Freshworks CRM (Freshsales Suite)

Mix and match to build the exact automation you need

Formstack Forms
Formstack Forms Triggers & Actions
Instant
Submission is done in Formstack Forms
Triggers the automation when a new submission is received
Try it →
Form is added in Formstack Forms
Triggers the automation when a new form is added
Try it →
Create submission for a form in Formstack Forms
Generates a new form submission
Try it →
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
Try it →
Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
Try it →
Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
Try it →
Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
Try it →
Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
Try it →
Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
Try it →
Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
Try it →
Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
Try it →
Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
Try it →
Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
Try it →
Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
Try it →
Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
Try it →
Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
Try it →
Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
Try it →
Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
Try it →
Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
Try it →
Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
Try it →
Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
Try it →
Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
Try it →
Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
Try it →
Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
Try it →
Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
Try it →
Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
Try it →
Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
Try it →
Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
Try it →
Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
Try it →
Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
Try it →
Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
Try it →
Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
Try it →
Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
Try it →
Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
Try it →

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

Streamline your lead capture and customer data management with powerful automated workflows between your forms and CRM.

What you can automate?
📥
Create CRM contacts from form submissions automatically
Whenever a submission is done in Formstack Forms, instantly create a new contact in Freshworks CRM (Freshsales Suite). Eliminate manual copy-pasting and ensure zero lead lag.
📋
Capture every submitted custom form field
Map all detailed answers and dropdown selections from Formstack Forms directly into custom fields in Freshworks CRM (Freshsales Suite) instead of just names and emails.
🔔
Alert your sales team the moment a lead arrives
Trigger instant team notifications in Slack or email channels whenever a high-priority form submission is received and logged in your CRM.
🔀
Route submissions based on submitted criteria
Check submitted form values to create specific deals or assign high-value enterprise prospects to dedicated account managers automatically.
🔄
Keep CRM records updated when details change
Automatically update existing contact or deal information in Freshworks CRM (Freshsales Suite) whenever a returning user submits a new form update.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Freshworks CRM (Freshsales Suite) by email before creating a new record, keeping your database clean and organised.
🏷️
Manage deal stages upon form completion
Create or update deals in Freshworks CRM (Freshsales Suite) and adjust pipeline stages automatically based on specific form responses or consultation requests.
📈
Extend form workflows to spreadsheet storage
Send form submissions from Formstack Forms to Freshworks CRM (Freshsales Suite) and log a backup row in Google Sheets simultaneously.
And much more...

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

Connecting Formstack Forms to Freshworks CRM (Freshsales Suite) helps sales and marketing teams eliminate manual data entry, ensuring every form submission immediately creates the right CRM record.

Data analysts
Data analysts
Sales representatives
Sales representatives
Client success managers
Client success managers
Operations directors
Operations directors
Account executives
Account executives
CRM administrators
CRM administrators
📈
Data analysts
You rely on form submission metrics to report on campaign performance, but your CRM data only updates when someone manually exports entries, so your conversion numbers are always lagging behind — automating both apps means every submission lands in your CRM instantly and your reports stay accurate.
Sales representatives
You need to reach out to inbound prospects within minutes of form completion, but you find out about new leads hours later when someone forwards an email notification — automating both apps means every form entry creates a CRM contact instantly and you can call leads while they are hot.
🤝
Client success managers
You answer to key accounts who expect their intake requirements and feedback forms to be reviewed immediately, but manual data copying creates frustrating delays — with this integration, every client form submission updates their CRM profile right away.
📊
Operations directors
The volume of incoming form submissions is too high for your administrative staff to keep up with manually, leading to missed entries and lost deals — this integration means every form submission flows directly into your CRM without human bottlenecking.
🎯
Account executives
You depend on marketing teams to hand over form leads so you can begin deal discussions, but manual handoffs cause friction and dropped opportunities — automating both apps means every qualified form submission opens a CRM deal and notifies you instantly.
🗂️
CRM administrators
You need a reliable customer history in your database, but manual data entry keeps introducing typos and missing contact fields — automating both apps means form fields map directly into clean CRM records every single time.
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 Formstack Forms + Freshworks CRM (Freshsales Suite)

Build and manage your Formstack Forms + Freshworks CRM (Freshsales Suite) automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Formstack Forms + Freshworks CRM (Freshsales Suite) 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

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Formstack Forms to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect Formstack Forms to Freshworks CRM (Freshsales Suite) in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your forms with Slack, Google Sheets, and 1,500+ other apps.
Can I automatically create a Freshworks CRM contact when a Formstack Forms submission is received?
Frequently Asked Questions
Can I connect Formstack Forms, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Formstack Forms and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does Formstack Forms handle data during integration?
Frequently Asked Questions
Can I update existing contacts in Freshworks CRM (Freshsales Suite) from form entries?
Frequently Asked Questions
Do I need coding skills to automate Formstack Forms and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the Formstack Forms and Freshworks CRM (Freshsales Suite) 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 Formstack Forms or Freshworks CRM (Freshsales Suite) With 1500+ Other Apps

Formstack Forms
Popular Formstack Forms Integrations
Connect form builders to marketing platforms, spreadsheets, and notification tools to collect and route data efficiently.
Freshworks CRM (Freshsales Suite)
Popular Freshworks CRM (Freshsales Suite) Integrations
Sync your sales CRM with email marketing, customer support, and invoicing tools to manage the entire customer lifecycle.