Close + Formidable Forms Integration

Q: Can I automatically create a Close lead when a Formidable Forms submission occurs?

Every Formidable Forms submission can automatically create a new lead in Close using ready-made automation templates in just one click.

Q: Can I connect Close, Formidable Forms, and Slack?

All three apps work together seamlessly. Formidable Forms submissions create Close leads and trigger instant team notifications in Slack, alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Close and Formidable Forms?

Most alternatives offer similar features, but Integrately provides 20 million+ ready templates, 24/5 live chat support, and AI-assisted workflow building at a significantly lower cost.

Q: How are contact details updated in Close from form submissions?

Formidable Forms submissions populate contact fields and create leads in Close automatically. You can activate a ready workflow to keep your pipeline current.

Q: Can I trigger workflows when form submissions are deleted in Formidable Forms?

Form deletions in Formidable Forms can be tracked to trigger follow-up actions and update your Close records using ready automation flows.

Q: Do I need coding skills to automate Close and Formidable Forms?

No coding skills are required to connect Close and Formidable Forms. You can start with ready templates or ask Integrately AI to build the automation for you.

Q: Is the Close and Formidable Forms integration free?

The Close and Formidable Forms integration is available on our free forever plan, allowing you to set up essential automated workflows at no extra cost.

Integrate Close to Formidable Forms in one click, or tell Integrately AI how you want each submission handled. Capture form data, create leads, update contact details, and trigger team follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Opportunity status change activity is updated in Close Instant
Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change activity is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close
Form is submitted in Formidable Forms Instant
Form is deleted in Formidable Forms Instant

Search contact in Close
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close

Trusted by experts at...

Ready Workflows for Close + Formidable Forms Integration

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

Create Close contact for new Formidable Forms form submission

When someone completes your Formidable Forms, a new contact is automatically created in your Close. This way, you can quickly follow up with the form submission and turn them into a customer!

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

Activate

Create Close opportunity for new Formidable Forms form submission

Integrating your Close with your Formidable Forms, can help you automatically create new opportunitys based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Formidable Forms - Close integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.

Activate

Create Close task for new Formidable Forms form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Close tasks for new Formidable Forms form submissions 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 Close task for new Formidable Forms form submission received today - your customers will thank you for it!

Activate

When Form is submitted in Formidable Forms > Create contact in Close > Create opportunity in Close

When Form is submitted in Formidable Forms then Create contact in Close and Create opportunity in Close

Activate

When Form is submitted in Formidable Forms > Create lead in Close > Create opportunity in Close

When Form is submitted in Formidable Forms then Create lead in Close and Create opportunity in Close

Activate

Create Close note for new Formidable Forms form submission

Formidable Forms + Close Integration

Activate

When Form is submitted in Formidable Forms > Create contact in Close > Create task in Close

When Form is submitted in Formidable Forms then Create contact in Close and Create task in Close

Activate

When Form is submitted in Formidable Forms > Create lead in Close > Create task in Close

When Form is submitted in Formidable Forms then Create lead in Close and Create task in Close

Activate

When Form is submitted in Formidable Forms > Check any condition > Create opportunity in Close

Formidable Forms + Close Integration

Activate

When Form is submitted in Formidable Forms > Check any condition > Create contact in Close

Formidable Forms + Close Integration

Activate

1of2

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Formidable Forms flow

Turn form entries into CRM records, notify your team, log spreadsheet backups, and schedule meetings. Pick a combination and activate it in one click.

Formidable Forms (0)

WordPress (4)

Gmail (4)

Slack (4)

Google Sheets (4)

Calendly (4)

Create a WordPress post from every Formidable Forms submission, and create a lead in Close

Every Formidable Forms submission creates a WordPress post and a new lead in Close automatically, eliminating manual data entry.

When a lead is created in Close, create a corresponding draft post in WordPress and notify via Formidable Forms

New Close leads automatically generate draft posts in WordPress to streamline your publishing workflow.

If a Formidable Forms submission contains VIP keywords, create a WordPress featured post and create a priority lead in Close

VIP form submissions trigger high-priority WordPress posts and urgent leads in Close instantly.

Use ChatGPT to summarise every Formidable Forms submission, create a WordPress post with the summary, and create a lead in Close

AI-generated summaries of Formidable Forms submissions populate WordPress posts and create structured leads in Close.

Send an email in Gmail for every Formidable Forms submission, and create a lead in Close

Every Formidable Forms submission triggers an instant email notification in Gmail and creates a new lead in Close.

Send a welcome email in Gmail when a lead is created in Close from a Formidable Forms submission

New Close leads created from form submissions receive an automated welcome email in Gmail instantly.

If a Formidable Forms submission requests urgent support, send a high-priority email in Gmail and create a priority lead in Close

Urgent support requests trigger priority Gmail alerts and immediate lead creation in Close.

Use Claude to draft a personalized email in Gmail for every Formidable Forms submission, and create a lead in Close

AI drafts custom welcome emails in Gmail for every Formidable Forms submission while creating a lead in Close.

Send a channel message in Slack for every Formidable Forms submission, and create a lead in Close

New Formidable Forms submissions appear in Slack instantly and generate a new lead in Close without manual work.

Notify your sales channel in Slack whenever a lead is created in Close from Formidable Forms

Your team gets instant Slack alerts whenever a Formidable Forms submission turns into a new Close lead.

If a Formidable Forms submission selects enterprise tier, create a priority lead in Close and alert your enterprise channel in Slack

Enterprise form submissions trigger priority leads in Close and instant Slack alerts for senior reps.

Use ChatGPT to analyse every Formidable Forms submission, post the summary in Slack, and create a lead in Close

AI analyses form submissions, posts executive summaries in Slack, and creates organised leads in Close.

Add every Formidable Forms submission as a spreadsheet row in Google Sheets, and create a lead in Close

Every Formidable Forms submission populates Google Sheets and creates a new lead in Close automatically.

When a lead status change is created in Close, update the matching row in Google Sheets

Lead status updates in Close automatically sync with your tracking rows in Google Sheets.

If a Formidable Forms submission comes from paid ads, log it in Google Sheets and create a tracked lead in Close

Paid traffic form submissions populate tracking spreadsheets and create attributed leads in Close.

Use Gemini to extract contact details from every Formidable Forms submission, add a spreadsheet row in Google Sheets, and create a lead in Close

AI parses unstructured form submissions, logs clean data in Google Sheets, and creates leads in Close.

Create a lead in Close when a Formidable Forms submission occurs, and schedule an event in Calendly

Formidable Forms submissions create Close leads and set up scheduling links in Calendly instantly.

When a lead is created in Close, send a Calendly booking invite and log the activity

New Close leads automatically trigger Calendly booking invitations to accelerate meeting coordination.

If a Formidable Forms submission requests a demo, create a priority lead in Close and send a Calendly VIP booking link

Demo requests trigger priority Close leads and priority Calendly booking links for fast scheduling.

Use Claude to evaluate Formidable Forms demo requests, create a lead in Close, and schedule a Calendly call

AI evaluates demo requests, creates matching Close leads, and triggers Calendly meeting coordination.

Supported triggers and actions for Close and Formidable Forms

Mix and match to build the exact automation you need

Close Triggers & Actions

Instant

Opportunity status change activity is updated in Close

Triggers the automation when the status of any opportunity changes

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Instant

Custom activity is created or updated in Close

Triggers the automation when a custom activity is created or updated

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Instant

Lead Status change is created in Close

Triggers the automation when the status of a lead changes

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Instant

Export is created in Close

Triggers the automation when a new export occurs

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Instant

Membership is activated in Close

Triggers the automation when a membership is activated

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Instant

Email Sequence Subscription created or updated in Close

Triggers the automation when a subscriber is added or updated

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Lead is created using search query in Close

Triggers the automation when a new lead has been added based on search criteria

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Instant

Lead is created in Close

Triggers the automation when a new lead is created

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Instant

Contact is created in Close

Triggers the automation when a new contact is created

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Instant

Contact is updated in Close

Triggers the automation when a contact is updated

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Instant

Opportunity status change activity is created in Close

Triggers the automation when the status of any opportunity changes

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Instant

Opportunity is created in Close

Triggers the automation when any opportunity is updated

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Instant

Email is created in Close

Triggers the automation when a new email is created

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Instant

Call record is updated in Close

Triggers the automation when call details are modified

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Instant

Call record is created in Close

Triggers the automation when a new call record is created

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Instant

Task is created in lead in Close

Triggers the automation when a new task is created for any lead

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Instant

SMS is created in Close

Triggers the automation when a SMS is created

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Instant

Meeting is created in Close

Triggers the automation when a new meeting is scheduled

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Note is created in Close

Triggers the automation when a new note is created

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Search contact in Close

Finds and retrieves contact information

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Update lead in Close

Updates the lead information

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Search lead in Close

Retrieves information for a particular lead

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Create lead in Close

Generates new leads for potential customers

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Update task in Close

Updates the task

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Create task in Close

Creates a new task

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Search task in Close

Searches for a task

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Search opportunity in Close

Searches for a opportunity

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Update opportunity in Close

Updates the opportunity

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Create opportunity in Close

Creates a new instance of the support system

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Create contact in Close

Adds a new contact to the database

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Update contact in Close

Updates contact information

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Create note in Close

Creates a new note in the particular format

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Update note in Close

Updates a note

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Search note in Close

Searches for a note

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Create email in Close

Adds a new contact to the contact list

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Search user in Close

Searches for a user

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Create SMS in Close

Creates a new sms

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Create custom activity in Close

Logs a new custom activity

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Run activity overview report in Close

Runs an activity overview report

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Delete logged call in Close

Removes a recorded phone conversation

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Create export in Close

Generates a new data export

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Run sent email report in Close

Runs a sent email report

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Subscribe Contact to Email Sequence in Close

Subscribes a contact to an email sequence

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Search custom activity in Close

Searches for a custom activity

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Add address to lead in Close

Updates lead information with address details

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Delete email in Close

Deletes particular emails from inbox

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Merge two leads in Close

Merges two leads

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Create bulk email in Close

Sends multiple emails to a list of recipients using a pre-set template

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Run opportunity report in Close

Runs an opportunity report

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Create smart view in Close

Creates a new smart view

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Run status change report in Close

Runs a status change report

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Toggle Forwarding on Phone Number in Close

Toggles forwarding on a phone number

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Update custom activity in Close

Updates a particular custom activity with new information

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Update smart view in Close

Updates smart view

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Update email sequence subscription in Close

Updates an email sequence subscription

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Delete email address from contact in Close

Removes an email address from a contact list

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Create bulk sequence subscription action in Close

Subscribes multiple leads to an email sequence in bulk

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Search email sequence subscription in Close

Searches for an email sequence subscription

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Search number of Leads in Query in Close

Searches for the number of leads in a query

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Search connected account in Close

Searches for linked accounts to streamline account management

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Get activity by id in Close

Retrieves a activity details by its id

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Create call in Close

Initiates a call to the recipient

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Update call in Close

Updates call information

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Search call in Close

Searches for a call

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Formidable Forms Triggers & Actions

Instant

Form is submitted in Formidable Forms

Triggers the automation when a form is filled

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Instant

Form is deleted in Formidable Forms

Triggers the automation when a form is deleted

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What can you automate with Close + Formidable Forms?

Streamline your form submissions and CRM pipeline with ready-made workflows that handle data entry, team alerts, and pipeline updates.

Get Started For Free

🎯

Create a Close lead from every form submission

Instantly convert every Formidable Forms submission into a new lead in Close. Eliminate manual copying and ensure every prospective buyer enters your pipeline right away.

📋

Capture every submitted custom form field

Map all submitted form answers into corresponding Close lead fields instead of just names and emails. Your CRM receives a complete picture of each prospect.

🔔

Alert your sales team the moment a lead arrives

Send instant notifications to your team in Slack or Gmail whenever a new form submission creates a Close lead. Your reps never miss a warm prospect.

🔀

Route leads conditionally based on form selections

Assign priority status or specific tags in Close depending on criteria selected in Formidable Forms. High-value prospects get routed to senior reps instantly.

🔄

Keep your CRM pipeline updated as deals progress

Synchronise status changes between Close and your tracking records automatically. Your entire pipeline remains accurate without manual updates.

🔍

Prevent duplicate records with smart matching

Search existing contacts in Close before creating new entries from form submissions. Keep your CRM clean and free of redundant lead records.

📊

Handle later status changes like closed won or lost

Trigger automated follow-up actions and update external tracking sheets when opportunity statuses change in Close. Maintain clear revenue reporting.

🔗

Extend your workflow to Google Sheets and Slack

Connect your core pair with Google Sheets and Slack to log backup rows and broadcast team alerts. Build powerful multi-step pipelines easily.

And much more...

Who is Close + Formidable Forms integration for?

Teams managing form submissions and CRM pipelines eliminate manual data entry, accelerate prospect follow-up, and maintain flawless data visibility across systems.

Revenue analysts

Sales representatives

Agency account managers

Lead generation specialists

Onboarding coordinators

CRM administrators

📈

Revenue analysts

You're reviewing submission volumes against pipeline metrics but your tracking sheets only update when someone manually exports form data, so the conversion rates you're reporting against are always a few hours behind — with this integration, every new lead lands in your system instantly and your data stays current.

⚡

Sales representatives

You need to reach out to prospective buyers immediately after they submit their inquiry, but form details sit in your WordPress backend until someone checks them, so hot leads go cold before you even call — automating both apps means every submission creates a Close lead instantly so you can follow up first.

🤝

Agency account managers

You answer to clients who expect real-time visibility into every new form submission and campaign lead, but pulling manual status reports takes hours away from client strategy — connecting these apps means client dashboards update automatically and stakeholders see genuine progress without asking.

🌊

Lead generation specialists

You're driving heavy traffic to custom landing pages and handling dozens of form submissions daily, but copying contact details into Close by hand creates endless bottlenecks and human errors — this integration means high-volume entries flow directly into your CRM without manual data entry.

🔄

Onboarding coordinators

You own the handoff stage and depend on someone upstream to capture form details accurately before you can start onboarding, but missing fields and delayed entries stall your kickoff calls — automating both apps means every submission arrives fully populated so you can start work immediately.

🗂️

CRM administrators

You need a reliable history of every prospect interaction and form entry, but manual data entry leaves frequent gaps and duplicate records across your database — connecting these apps means every submission and status change is logged cleanly with zero missing history.

Try This Integration – No Code Needed

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 Close + Formidable Forms

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

1,500+ apps connected

Connect Close + Formidable Forms with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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?

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Frequently Asked Questions

How do I connect Close to Formidable Forms?

You can connect Close to Formidable Forms instantly using 1-click ready workflows on Integrately, or use Integrately AI to build custom multi-step automations connecting with Gmail, Slack, and Google Sheets.

Can I automatically create a Close lead when a Formidable Forms submission occurs?

Can I connect Close, Formidable Forms, and Slack?

What is a good Zapier alternative for Close and Formidable Forms?

How are contact details updated in Close from form submissions?

Can I trigger workflows when form submissions are deleted in Formidable Forms?

Do I need coding skills to automate Close and Formidable Forms?

Is the Close and Formidable Forms integration free?

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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 Close or Formidable Forms With 1500+ Other Apps

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Connect Formidable Forms with analytics, database, and CRM tools to track submissions and manage data.

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Close + Formidable Forms Integration

Integrate Close to Formidable Forms in one click, or tell Integrately AI how you want each submission handled. Capture form data, create leads, update contact details, and trigger team follow-ups automatically.

Trusted by experts at...

Ready Workflows for Close + Formidable Forms Integration

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

Create Close contact for new Formidable Forms form submission

Create Close opportunity for new Formidable Forms form submission

Create Close task for new Formidable Forms form submission

When Form is submitted in Formidable Forms > Create contact in Close > Create opportunity in Close

When Form is submitted in Formidable Forms > Create lead in Close > Create opportunity in Close

Create Close note for new Formidable Forms form submission

When Form is submitted in Formidable Forms > Create contact in Close > Create task in Close

When Form is submitted in Formidable Forms > Create lead in Close > Create task in Close

When Form is submitted in Formidable Forms > Check any condition > Create opportunity in Close

When Form is submitted in Formidable Forms > Check any condition > Create contact in Close

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Formidable Forms flow

Turn form entries into CRM records, notify your team, log spreadsheet backups, and schedule meetings. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Formidable Forms

Mix and match to build the exact automation you need

What can you automate with Close + Formidable Forms?

Streamline your form submissions and CRM pipeline with ready-made workflows that handle data entry, team alerts, and pipeline updates.

Who is Close + Formidable Forms integration for?

Teams managing form submissions and CRM pipelines eliminate manual data entry, accelerate prospect follow-up, and maintain flawless data visibility across systems.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Close + Formidable Forms

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Close or Formidable Forms With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Close + Formidable Forms Integration

Integrate Close to Formidable Forms in one click, or tell Integrately AI how you want each submission handled. Capture form data, create leads, update contact details, and trigger team follow-ups automatically.

Trusted by experts at...

Ready Workflows for Close + Formidable Forms Integration

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

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Formidable Forms flow

Turn form entries into CRM records, notify your team, log spreadsheet backups, and schedule meetings. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Formidable Forms

Mix and match to build the exact automation you need

What can you automate with Close + Formidable Forms?

Streamline your form submissions and CRM pipeline with ready-made workflows that handle data entry, team alerts, and pipeline updates.

Who is Close + Formidable Forms integration for?

Teams managing form submissions and CRM pipelines eliminate manual data entry, accelerate prospect follow-up, and maintain flawless data visibility across systems.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Close + Formidable Forms

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Close or Formidable Forms With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click