Bit Form + EspoCRM Integration

Integrate Bit Form to EspoCRM in one click, or tell Integrately AI how you want each submission handled. Capture leads, create contacts, update your CRM records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Bit Form
    Form is submitted in Bit Form Instant
  • EspoCRM
    Target list is created in EspoCRM Instant
  • EspoCRM
    Contact is created in EspoCRM Instant
  • EspoCRM
    Contact is deleted in EspoCRM Instant
  • EspoCRM
    Contact is updated in EspoCRM Instant
  • EspoCRM
    Task is created in EspoCRM Instant
  • EspoCRM
    Task is updated in EspoCRM Instant
  • EspoCRM
    Task is deleted in EspoCRM Instant
  • EspoCRM
    Account is created in EspoCRM Instant
  • EspoCRM
    Opportunity is created in EspoCRM Instant
  • EspoCRM
    Meeting is created in EspoCRM Instant
  • EspoCRM
    Opportunity is updated in EspoCRM Instant
  • EspoCRM
    Case is created in EspoCRM Instant
  • EspoCRM
    Account is updated in EspoCRM Instant
  • EspoCRM
    Account is deleted in EspoCRM Instant
  • EspoCRM
    Opportunity is deleted in EspoCRM Instant
  • EspoCRM
    Case is updated in EspoCRM Instant
  • EspoCRM
    Case is deleted in EspoCRM Instant
  • EspoCRM
    Meeting is updated in EspoCRM Instant
  • EspoCRM
    Meeting is deleted in EspoCRM Instant
  • EspoCRM
    Lead is updated in EspoCRM Instant
  • EspoCRM
    Lead is created in EspoCRM Instant
  • EspoCRM
    Lead is deleted in EspoCRM Instant
  • EspoCRM
    Call is created in EspoCRM Instant
  • EspoCRM
    Call record is updated in EspoCRM Instant
  • EspoCRM
    Call is deleted in EspoCRM Instant
Arrow Right
2.
  • Bit Form
    Add record in Bit Form
  • Bit Form
    Delete record in Bit Form
  • Bit Form
    Update record in Bit Form
  • Bit Form
    Get all forms in Bit Form
  • Bit Form
    Get all entries in Bit Form
  • EspoCRM
    Search lead by name in EspoCRM
  • EspoCRM
    Create contact in EspoCRM
  • EspoCRM
    Search contact in EspoCRM
  • EspoCRM
    Update contact in EspoCRM
  • EspoCRM
    Delete contact in EspoCRM
  • EspoCRM
    Create lead in EspoCRM
  • EspoCRM
    Search lead email in EspoCRM
  • EspoCRM
    Update lead in EspoCRM
  • EspoCRM
    Delete lead in EspoCRM
  • EspoCRM
    Create task in EspoCRM
  • EspoCRM
    Create account in EspoCRM
  • EspoCRM
    Create case in EspoCRM
  • EspoCRM
    Create meeting in EspoCRM
  • EspoCRM
    Search account in EspoCRM
  • EspoCRM
    Update account in EspoCRM
  • EspoCRM
    Delete opportunity in EspoCRM
  • EspoCRM
    Delete meeting in EspoCRM
  • EspoCRM
    Create opportunity in EspoCRM
  • EspoCRM
    Search opportunity in EspoCRM
  • EspoCRM
    Search meeting in EspoCRM
  • EspoCRM
    Update opportunity in EspoCRM
  • EspoCRM
    Update meeting in EspoCRM
  • EspoCRM
    Search case in EspoCRM
  • EspoCRM
    Update case in EspoCRM
  • EspoCRM
    Delete account in EspoCRM
  • EspoCRM
    Delete case in EspoCRM
  • EspoCRM
    Create call in EspoCRM
  • EspoCRM
    Search call in EspoCRM
  • EspoCRM
    Update call in EspoCRM
  • EspoCRM
    Delete call in EspoCRM

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Ready Workflows Ready Workflows for Bit Form + EspoCRM Integration

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

Most popular automationsmost-popular-automations
Bit Form + EspoCRM Integration

Create EspoCRM contact for new Bit Form response

When someone completes your Bit Form, a new contact is automatically created in your EspoCRM. This way, you can quickly follow up with the response and turn them into a customer!

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

Create EspoCRM task for new Bit Form response

It's important to stay on top of your customer relationships, and one way to do that is to create EspoCRM tasks for new Bit Form 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 EspoCRM task for new Bit Form response received today - your customers will thank you for it!
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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 Bit Form + EspoCRM flow

Keep your team updated, notify stakeholders in chat, and trigger follow-up actions once your form submissions reach your CRM. Pick a combination and activate it in one click.

Bit Form
EspoCRM
+
WordPressWordPress (3)
+
WooCommerceWooCommerce (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
TrelloTrello (3)
B
E
W
When a Bit Form is submitted, create an EspoCRM contact and create a user in WordPress.
New form submissions instantly create contacts in EspoCRM and register user accounts in WordPress without manual data entry.
B
E
W
When a Bit Form submission arrives, create an EspoCRM lead and publish a post in WordPress.
Turn form entries into EspoCRM leads while automatically publishing content updates on WordPress.
B
E
W
If a Bit Form submission requests support, create an EspoCRM case and create a WordPress page.
Route support enquiries directly into EspoCRM as cases while generating corresponding WordPress documentation pages.

Supported triggers and actions for Bit Form and EspoCRM

Mix and match to build the exact automation you need

Bit Form
Bit Form Triggers & Actions
Instant
Form is submitted in Bit Form
Triggers the automation when a new form is submitted
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Add record in Bit Form
Creates a new entry
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Delete record in Bit Form
Deletes the particular record
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Update record in Bit Form
Updates a record with new information
Try it →
Get all forms in Bit Form
Retrieves all available forms with
Try it →
Get all entries in Bit Form
Retrieves all available entries stored
Try it →
EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
Try it →
Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
Try it →
Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it →
Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
Try it →
Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
Try it →
Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
Try it →
Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
Try it →
Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
Try it →
Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it →
Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
Try it →
Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
Try it →
Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
Try it →
Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it →
Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
Try it →
Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
Try it →
Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it →
Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
Try it →
Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it →
Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
Try it →
Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it →
Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
Try it →
Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it →
Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
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Search lead by name in EspoCRM
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Create contact in EspoCRM
Adds a new contact to the database
Try it →
Search contact in EspoCRM
Finds and retrieves contact information
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Update contact in EspoCRM
Updates contact information with new details
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Delete contact in EspoCRM
Removes a contact from the address book
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Create lead in EspoCRM
Generates new leads for potential customers
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Search lead email in EspoCRM
Searches for a lead's email
Try it →
Update lead in EspoCRM
Updates the lead information
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Delete lead in EspoCRM
Removes a lead from the database
Try it →
Create task in EspoCRM
Creates a new task
Try it →
Create account in EspoCRM
Generates a new account
Try it →
Create case in EspoCRM
Generates a new case entry
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Create meeting in EspoCRM
Schedule a meeting
Try it →
Search account in EspoCRM
Searches for account information
Try it →
Update account in EspoCRM
Updates account information
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Delete opportunity in EspoCRM
Removes a opportunity from the system
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Delete meeting in EspoCRM
Removes a scheduled meeting from the calendar
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Create opportunity in EspoCRM
Creates a new instance of the support system
Try it →
Search opportunity in EspoCRM
Searches for a opportunity
Try it →
Search meeting in EspoCRM
Searches for a meeting
Try it →
Update opportunity in EspoCRM
Updates the opportunity details as needed
Try it →
Update meeting in EspoCRM
Updates meeting details
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Search case in EspoCRM
Searches for a case record
Try it →
Update case in EspoCRM
Updates case details
Try it →
Delete account in EspoCRM
Removes an account and all associated data from the system
Try it →
Delete case in EspoCRM
Removes the particular case from the system
Try it →
Create call in EspoCRM
Initiates a call to the recipient
Try it →
Search call in EspoCRM
Searches for a call
Try it →
Update call in EspoCRM
Updates call information
Try it →
Delete call in EspoCRM
Deletes a call entry from the database
Try it →

What can you automate with Bit Form + EspoCRM?

Streamline your lead capture, CRM updates, and team communication with ready-to-run automations.

What you can automate?
📥
Create CRM records from every form submission
Automatically convert every new Bit Form submission into a new contact, lead, or account in EspoCRM. Eliminate manual data entry and ensure every prospect is logged instantly.
📑
Capture every submitted form field
Map all custom form inputs, checkboxes, and message fields into your EspoCRM database instead of just names and emails. Your CRM records become comprehensive profiles.
🔔
Alert your team the moment a submission arrives
Notify your sales or support channels in Slack or via email the instant a high-value prospect completes your Bit Form. Response times drop significantly.
🔀
Route submissions based on submitted criteria
Send enterprise leads to senior sales representatives while routing standard enquiries to automated sequences based on fields submitted in Bit Form.
🔄
Keep EspoCRM updated as interactions change
Synchronise status updates and profile changes between your form responses and existing customer records in EspoCRM automatically.
🔍
Prevent duplicate records with smart matching
Search existing contacts in EspoCRM before creating records, updating existing profiles when returning visitors submit new forms.
💼
Manage opportunities and tasks efficiently
Trigger follow-up tasks and open sales opportunities in EspoCRM automatically whenever a qualified lead completes your registration form.
🔌
Extend your workflow to team communication apps
Connect Bit Form and EspoCRM with Slack, Gmail, or Trello to build powerful multi-step operational pipelines.
And much more...

Who is Bit Form + EspoCRM integration for?

Connecting Bit Form and EspoCRM helps businesses eliminate manual data entry, ensuring every web submission immediately becomes a tracked relationship in your CRM.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client success managers
Client success managers
Support teams
Support teams
Project managers
Project managers
Operations directors
Operations directors
📈
Performance marketers
You're running campaigns across multiple landing pages but your tracking dashboards only update when someone manually exports form entries, so the submission counts you're optimising against are always a few hours behind — with this integration, every new entry lands in the CRM instantly and your pipeline data stays current.
Sales representatives
You need to reach out to inbound prospects while their interest is high, but waiting for manual lead distribution means hours pass before anyone makes contact — this integration means every form submission instantly populates your CRM so you can follow up while leads are hot.
🤝
Client success managers
Your clients expect prompt responses to every support request or onboarding questionnaire they submit online, but scattered inbox notifications make tracking difficult — automating both apps means every client submission is logged as an account task so nothing ever slips through the cracks.
👥
Support teams
You manage high volumes of incoming help requests from web forms and struggle to log each ticket accurately before starting troubleshooting — this integration means every enquiry automatically creates a support case in your CRM so your team can resolve issues faster.
📋
Project managers
You depend on accurate client briefs submitted through web forms before your team can begin project scoping and resource allocation — automating both apps means every submission immediately generates CRM records and tasks without manual handoffs.
🗂️
Operations directors
You need a reliable, unbroken audit trail of all customer interactions and form submissions for compliance and reporting, but manual data transfers keep leaving gaps — this integration means every record is captured cleanly and stored in your CRM without omissions.
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 Bit Form + EspoCRM

Build and manage your Bit Form + EspoCRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bit Form + EspoCRM 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
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750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Bit Form to EspoCRM?
Frequently Asked Questions
You can connect Bit Form to EspoCRM in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your form submissions to your CRM.
Can I automatically create EspoCRM contacts from Bit Form submissions?
Frequently Asked Questions
Can I connect Bit Form, EspoCRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bit Form and EspoCRM?
Frequently Asked Questions
How does Bit Form data get transferred to EspoCRM?
Frequently Asked Questions
Can EspoCRM trigger actions back in Bit Form?
Frequently Asked Questions
Do I need coding skills to automate Bit Form and EspoCRM?
Frequently Asked Questions
Is the Bit Form and EspoCRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Bit Form or EspoCRM With 1500+ Other Apps

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EspoCRM
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Sync EspoCRM with accounting, project management, and communication tools to keep customer data working across your stack.
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