4 ways how the Formidable Forms + Monday.com integration helps accelerates your processes

Integrate Formidable Forms + Monday.com

Are you planning to streamline your tasks based on the form submissions received from your clients or customers or even your team members? Then, the Formidable Forms + Monday.com integration is just what you need. And Integrately, is your go-to destination to do so. It’s the easiest integration platform, power-packed with millions of ready-to-use 1-click automations that help automate your workflows in just a few clicks.

This piece guides you through the Formidable Forms + Monday.com integration essentials with the help of Integrately.

Why Integrate Formidable Forms + Monday.com

So, you’ve got Formidable Forms – a reliable tool that helps you easily build and manage forms on your WordPress site.

Then there’s Monday.com, a great project management platform that improves teamwork and productivity.

Now, imagine combining them. You’d have a system that captures your form submissions and sorts your tasks based on these. Whether you’re nurturing leads, updating notifications, or creating tasks, your team collaboration and follow-ups are suddenly much smoother. It’s like putting your processes in the fast lane.

How Integrately Enables Powerful Integrations

Integrately is the easiest tool that makes automation a cakewalk, even for the non-techies. All you need to do is:

• Select your apps for integration,
• Connect your accounts and 
• Select your automation tasks

Several users are migrating to Integrately owing to its features like:

💪Over 8M+ ready-to-use,1-click automation

💪Smart Connect feature that which automatically connects your apps, eliminating manual work

💪A dedicated automation expert to guide you at no extra charge

💪 A highly rated live-chat support available via chat/email/call, or even screen sharing

💪A competitively priced model that offers the most tasks compared to many of its competitorsJust don’t take our word for it. You can check for yourself here.

How To Integrate Formidable Forms With Monday.com

Step 1: Signup for Integrately (https://app.integrately.com/signup)

Step 2: Select Formidable Forms and Monday.com

Step 3: 

• Choose the desired 1-click automation 

OR

• Build custom automation by selecting desired trigger and action

Step 4: Follow the prompts to securely connect your Formidable Forms and Monday.com with Integrately.

Step 5: Once connected, map the required fields, test your automation, and make it live.

How Does Formidable Forms Work?

Formidable Forms is a user-friendly WordPress plugin for creating and managing custom forms.    Here’s a step-by-step overview of how it works:

• Install and Setup the Formidable Forms plugin on your WordPress website and activate it.
• Create Forms using the intuitive Form Builder. You can Drag and drop form fields, such as text fields, checkboxes, dropdowns, and more, onto your form. Configure field settings, validation rules, and conditional logic as needed.
• Customize the appearance of your forms for colors,fonts, layouts, etc using the built-in styling options or CSS code
• Manage Form Settings like form titles, descriptions, and submission messages. You can also set up Notifications for form submissions.
• Integrate your forms with various third-party services like email marketing, payment gateways ,CRMs etc
• Publish your forms by either embedding them into WordPress Pages/Posts or you can even display it in the widget areas
• Once published, the form responses are then recorded in the WordPress database.

Furthermore, you can integrate Formidable Forms with 1050+ apps and automate your workflows in a single click.

How Does Monday.com Work?

Monday.com is a versatile project management platform that provides a centralized workspace for teams to collaborate, track tasks, and manage projects efficiently.  Here’s a brief overview of how it works:

• Set up your account and create your workspace
• Create boards within your Workspace. These boards can be used for your projects, teams, or departments.You can customize the board settings like privacy levels, board name, background color, etc as per your choice.
• Create tasks within your boards by adding items/cards. These can hold details like description, due date, assignees etc
• Collaborate and communicate with your team using @mention feature, add comments, attach files, and much more
• Track and monitor the progress of your tasks/projects using visual indicators like progress bars and color coded columns.
• Generate reports to gain insights into your team’s performance, project status or, resource allocation.

Additionally, you can connect Monday.com with 1050+ apps and automate your tasks in a flick.

Bottom Line

So here’s the deal – if you want to supercharge your team’s productivity, linking Formidable Forms with Monday.com is a smart move. By using Integrately, you can make them work together like best buds. It means you can easily handle customer queries, manage projects, track sales leads, and organize events. It’s simple to set up, and before you know it, you’ve got a powerful duo that makes your work life much smoother!