Form Integrations

Connect your forms to other modules to automate workflows and data entry.

Available Integrations

CRM Integrations

Create Contact

Automatically create or update contacts from form submissions.

Configuration:

• Map form fields to contact fields:
• first_name → Form field
• last_name → Form field
• email → Form field
• phone → Form field
• company_id → Lookup or create company

Options:

• Create new contact or update existing (by email)
• Link to existing company or create new
• Add tags to contact
• Assign to user/team

Example:

Form Field: "Email" → Contact Field: "email"
Form Field: "First Name" → Contact Field: "first_name"
Form Field: "Last Name" → Contact Field: "last_name"

Create Company

Automatically create or update companies from form submissions.

Configuration:

• Map form fields to company fields:
• name → Form field
• email → Form field
• phone → Form field
• website → Form field
• address → Form field

Options:

• Create new company or update existing (by name/email)
• Link contacts to company
• Add tags to company
• Trigger company enrichment (if website provided)

Create Lead

Convert form submissions to leads in your CRM.

Configuration:

• Map form fields to lead fields:
• title → Form field or auto-generated
• value → Form field or default
• status_id → Default status
• source_id → "Form: [Form Name]"
• description → Form field or concatenated answers

Options:

• Auto-assign based on rules
• Set lead value from form field
• Add tags to lead
• Link to contact/company

Support Integration

Create Support Ticket

Generate support tickets from form submissions.

Configuration:

• Map form fields to ticket fields:
• subject → Form field or auto-generated
• body → Form field or formatted submission
• inbox_id → Default inbox
• priority → Default or form field
• type → Default or form field

Options:

• Auto-assign to agent
• Set priority based on form field
• Include form submission as ticket message
• Link to contact/company

Email Marketing Integration

Subscribe to Email List

Add form submissions to email marketing lists.

Configuration:

• Select email list(s)
• Map form fields:
• email → Form field (required)
• first_name → Form field (optional)
• last_name → Form field (optional)

Options:

• Subscribe to multiple lists
• Double opt-in (send confirmation email)
• Update existing subscription
• Add tags to contact
• Respect unsubscribe preferences

Custom Integrations

Webhook

Send form data to external systems via webhook.

Configuration:

• Webhook URL: Endpoint to send data to
• HTTP Method: POST, PUT, PATCH
• Headers: Custom headers to include
• Payload Mapping: Map form fields to payload
• Retry Logic: Configure retry attempts

Example Payload:

{
  "form_id": 123,
  "submission_token": "abc123",
  "data": {
    "name": "John Doe",
    "email": "john@example.com"
  }
}

Email Notification

Send email notifications when forms are submitted.

Configuration:

• Recipients: Email addresses to notify
• Subject: Email subject line
• Template: Email template (optional)
• Include Submission Data: Include form data in email

Options:

• Multiple recipients
• Custom email template
• Conditional sending

Redirect

Redirect users after form submission.

Configuration:

• Redirect URL: Where to redirect
• Query Parameters: Add form data to URL
• Conditional Redirects: Redirect based on answers

Example:

Redirect URL: /thank-you?name={{name}}&email={{email}}

Setting Up Integrations

Step 1: Add Integration

1. Open form in builder
2. Go to Integrations tab
3. Click "Add Integration"
4. Select integration type

Step 2: Configure Integration

1. Name: Give integration a name
2. Field Mapping: Map form fields to integration fields
3. Conditions: Set when integration should execute
4. Order: Set execution order (if multiple integrations)

Step 3: Test Integration

1. Save form
2. Submit test submission
3. Check integration results:

• View in submission details
• Check CRM/Support/Email for created records
• Review integration logs

Conditional Integrations

Set conditions for when integrations should execute:

Example Conditions:

IF "How did you hear about us?" EQUALS "Referral"
THEN Execute "Create Lead" integration
ELSE Skip integration

Condition Operators:

• Equals
• Not Equals (≠)
• Contains
• Greater Than (>)
• Less Than (<)
• Is Empty
• Is Not Empty

Multiple Integrations

You can add multiple integrations to a single form:

1. Execution Order: Set order of execution
2. Independent Execution: Each integration runs independently
3. Error Handling: If one fails, others still execute
4. Results Tracking: View results for each integration

Integration Results

View integration results in submission details:

• Success/Failure: Status of each integration
• Created Records: IDs of created contacts, companies, leads, tickets
• Error Messages: If integration failed
• Execution Time: How long integration took

Best Practices

1. Test First: Test integrations with test submissions
2. Field Mapping: Ensure field mappings are correct
3. Error Handling: Set up error notifications
4. Conditional Logic: Use conditions to avoid unnecessary integrations
5. Data Validation: Ensure form data is valid before integration
6. Monitor Results: Regularly check integration success rates

Troubleshooting

Integration Not Executing

• Check integration is active
• Verify conditions are met
• Review integration logs

Integration Failing

• Check field mappings
• Verify integration configuration
• Review error messages in submission details

Duplicate Records

• Check "Update Existing" option
• Verify matching criteria (email, name, etc.)
• Review integration conditions

Updated on: 10/03/2026