Clientjoy + FormKeep Integration

Integrate Clientjoy to FormKeep in one click, or tell Integrately AI how you want each lead handled. Capture form submissions, create new leads in your CRM, notify your team, and trigger automated follow-ups instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clientjoy
    Lead is created in Clientjoy Instant
  • Clientjoy
    Customer is created in Clientjoy Instant
  • Clientjoy
    Invoice is created in Clientjoy
  • Clientjoy
    Invoice is paid in Clientjoy Instant
  • Clientjoy
    Proposal is created in Clientjoy
  • Clientjoy
    Proposal is send in Clientjoy Instant
  • FormKeep
    Form is submitted in FormKeep Instant
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2.
  • Clientjoy
    Create lead in Clientjoy
  • Clientjoy
    Create customer in Clientjoy
  • Clientjoy
    Create Invoice in Clientjoy
  • Clientjoy
    Create proposal in Clientjoy

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Ready Workflows Ready Workflows for Clientjoy + FormKeep Integration

Capture form submissions, create CRM leads, update records, and alert your team, all in just one click.

Most popular automationmost-popular-automations
FormKeep + Clientjoy Integration

Create Clientjoy contact for new FormKeep submission

Automatically creating Clientjoy contact for new FormKeep submission can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Clientjoy contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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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 Clientjoy + FormKeep flow

Teams often sync form responses to external trackers, alert sales channels, and log customer data across their workspace. Pick a combination and activate it in one click.

Clientjoy
FormKeep
+
SlackSlack (3)
+
WordPressWordPress (3)
+
GmailGmail (3)
+
TrelloTrello (3)
+
Google SheetsGoogle Sheets (3)
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MailchimpMailchimp (3)
F
C
S
Create a Clientjoy lead from every FormKeep submission, and notify your sales team instantly on Slack
New FormKeep submissions instantly create leads in Clientjoy and alert your sales channel in Slack, eliminating manual entry.
F
C
S
If a FormKeep submission selects enterprise, create a priority Clientjoy lead and alert the VIP channel in Slack
Route high-value FormKeep submissions directly into Clientjoy as priority leads while instantly notifying your VIP channel on Slack.
F
C
S
Use Claude to analyse every FormKeep submission, create a Clientjoy lead, and brief your team in Slack
Claude reviews incoming FormKeep submissions for quality, creates qualified leads in Clientjoy, and posts the analysis in Slack.

Supported triggers and actions for Clientjoy and FormKeep

Mix and match to build the exact automation you need

Clientjoy
Clientjoy Triggers & Actions
Instant
Lead is created in Clientjoy
Triggers the automation when a new lead is created
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Instant
Customer is created in Clientjoy
Triggers the automation when a new customer is created
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Invoice is created in Clientjoy
Triggers the automation when any invoice is added or modified
Try it →
Instant
Invoice is paid in Clientjoy
Triggers the automation when an invoice is marked as paid
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Proposal is created in Clientjoy
Triggers the automation when a new proposal is created
Try it →
Instant
Proposal is send in Clientjoy
Triggers the automation when a proposal is sent
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Create lead in Clientjoy
Generates new leads for potential customers
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Create customer in Clientjoy
Adds a new customer to the database
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Create Invoice in Clientjoy
Generates invoices for sales transactions
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Create proposal in Clientjoy
Generates a new proposal
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FormKeep
FormKeep Triggers & Actions
Instant
Form is submitted in FormKeep
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Clientjoy + FormKeep?ీల

Connect your form collection and agency CRM to handle leads, proposals, and customer data effortlessly.

What you can automate?
🚀
Create CRM leads from every form submission
Automatically generate a new lead in Clientjoy the moment a user submits a form in FormKeep. Eliminate manual copy-pasting and start your sales outreach immediately.
📝
Capture every submitted custom field
Map all custom questions and answers from your FormKeep pages directly into corresponding Clientjoy lead fields. Ensure your sales reps have complete context on every prospect.
🔔
Notify your team instantly on arrival
Alert your sales or support staff the second a new form submission arrives. Ensure prompt follow-ups and prevent high-value prospects from slipping through the cracks.
🔀
Route submissions based on form answers
Send enterprise inquiries to senior reps and standard requests to general queues by evaluating submitted form criteria automatically.
🔄
Keep client records updated continuously
Synchronize customer data across your systems so that updates in your workflows reflect accurately inside your client lifecycle management tools.
👥
Convert submissions into customer profiles
Automatically establish new customer accounts in Clientjoy from verified form respondents, bypassing manual record creation entirely.
📋
Generate proposals from project inquiries
Take project requirements submitted through forms and automatically draft matching proposals in Clientjoy to accelerate your sales cycle.
💬
Extend your workflow to team channels
Broadcast new form submissions and CRM lead updates directly into Slack channels to keep your entire agency informed in real time.
And much more...

Who is Clientjoy + FormKeep integration for?

Agency teams, marketers, and project managers eliminate manual data entry, accelerate response times, and keep client lifecycles synchronized.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account managers
Account managers
Agency owners
Agency owners
Sales representatives
Sales representatives
Operations leads
Operations leads
📈
Performance marketers
You're reviewing campaign conversion metrics in Clientjoy, but incoming form data sits in silos until someone exports it by hand, so your pipeline reports are always hours out of date — automating both apps means every form submission instantly populates your CRM and keeps your growth dashboards accurate.
Sales managers
You need to assign hot inquiries immediately to close deals faster, but manual notification delays mean leads go cold before anyone reaches out — automating both apps means every new submission creates an instant CRM lead so your reps can engage prospects within minutes.
🤝
Account managers
You report on project progress to external stakeholders who expect immediate status updates, but gathering submission data across platforms takes hours of administrative work — automating both apps means every form response flows directly into client lifecycles without manual compilation.
📊
Agency owners
You handle high volumes of incoming client inquiries every week, but manual data entry causes bottlenecks that slow down your entire onboarding pipeline — automating both apps means every form submission populates your CRM records instantly and scales your operations.
🎯
Sales representatives
You depend on upstream form submissions to kick off outreach, but waiting for teammates to manually forward leads causes missed follow-ups and lost opportunities — automating both apps means every prospect lands in your CRM queue the moment they submit a form.
🗂️
Operations leads
You need a reliable audit trail of all client interactions, but manual record-keeping leaves frustrating gaps in your history logs — automating both apps means every form submission and proposal event is logged accurately in your CRM without human error.
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 Clientjoy + FormKeep

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

1,500+ apps connected
1,500+ apps connected
Connect Clientjoy + FormKeep 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clientjoy to FormKeep?
Frequently Asked Questions
You can connect Clientjoy to FormKeep instantly using 1-click ready workflows or by asking Integrately AI to build your custom automation. It links your favorite agency tools like Slack, WordPress, and Gmail seamlessly.
Can I automatically create Clientjoy leads from FormKeep submissions?
Frequently Asked Questions
Can I connect Clientjoy, FormKeep, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Clientjoy and FormKeep?
Frequently Asked Questions
How are new leads handled between FormKeep and Clientjoy?
Frequently Asked Questions
Can I sync custom form fields from FormKeep into Clientjoy?
Frequently Asked Questions
Do I need coding skills to integrate Clientjoy and FormKeep?
Frequently Asked Questions
Is the Clientjoy and FormKeep 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 Clientjoy or FormKeep With 1500+ Other Apps

Clientjoy
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FormKeep
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