Cognito Forms + EspoCRM Integration

Integrate Cognito Forms to EspoCRM in one click, or tell Integrately AI how you want each submission handled. Create contacts and leads, update your CRM records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cognito Forms
    Entry is created in Cognito Forms Instant
  • Cognito Forms
    Entry is updated in Cognito Forms 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.
  • 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 Cognito Forms + EspoCRM Integration

Capture form submissions, create contacts, keep your CRM updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Cognito Forms + EspoCRM Integration

Create EspoCRM contact for new Cognito Forms entry

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

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

Create EspoCRM task for new Cognito Forms entry

It's important to stay on top of your customer relationships, and one way to do that is to create EspoCRM tasks for new Cognito Forms entrys 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 Cognito Forms entry received today - your customers will thank you for it!
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Cognito Forms + EspoCRM flow

Sync form data to spreadsheets, notify your team, and trigger marketing campaigns or follow-ups automatically. Pick a combination and activate it in one click.

Cognito Forms
EspoCRM
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
C
E
G
Add every new Cognito Forms entry to EspoCRM, and log the details in Google Sheets
New Cognito Forms entries immediately create contacts in EspoCRM and add a row in Google Sheets, ensuring your team has instant access to clean data.
C
E
G
Update your EspoCRM records when a Cognito Forms entry changes, and refresh Google Sheets
Updated Cognito Forms entries update your EspoCRM contact and refresh the matching Google Sheets row automatically.
C
E
G
Create an EspoCRM lead from Cognito Forms submissions and track it in Google Sheets
Every Cognito Forms submission creates a new lead in EspoCRM and logs a tracking row in Google Sheets instantly.

Supported triggers and actions for Cognito Forms and EspoCRM

Mix and match to build the exact automation you need

Cognito Forms
Cognito Forms Triggers & Actions
Instant
Entry is created in Cognito Forms
Triggers the automation when a new entry is created
Try it →
Instant
Entry is updated in Cognito Forms
Triggers the automation when any entry is updated
Try it →
No action is available
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
Try it →
Create contact in EspoCRM
Adds a new contact to the database
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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
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Update lead in EspoCRM
Updates the lead information
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Delete lead in EspoCRM
Removes a lead from the database
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Create task in EspoCRM
Creates a new task
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Create account in EspoCRM
Generates a new account
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Create case in EspoCRM
Generates a new case entry
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Create meeting in EspoCRM
Schedule a meeting
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Search account in EspoCRM
Searches for account information
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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
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Search opportunity in EspoCRM
Searches for a opportunity
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Search meeting in EspoCRM
Searches for a meeting
Try it →
Update opportunity in EspoCRM
Updates the opportunity details as needed
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Update meeting in EspoCRM
Updates meeting details
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Search case in EspoCRM
Searches for a case record
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Update case in EspoCRM
Updates case details
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Delete account in EspoCRM
Removes an account and all associated data from the system
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Delete case in EspoCRM
Removes the particular case from the system
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Create call in EspoCRM
Initiates a call to the recipient
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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 Cognito Forms + EspoCRM?

Streamline your data collection and customer relationship management with ready-made automation flows.

What you can automate?
🔄
Create EspoCRM contacts from every Cognito Forms entry
Automatically turn every new Cognito Forms submission into a fully populated contact record inside EspoCRM the moment the form is completed.
📝
Capture and map every submitted form field
Map all custom form questions and answers directly into corresponding EspoCRM fields instead of losing details in unstructured text.
🔔
Alert your team instantly on new submissions
Trigger team notifications as soon as a new form entry is received so relevant staff can review and engage right away.
🔀
Route submissions based on form answers
Send leads to different departments or assign specific tasks in EspoCRM depending on options selected in your Cognito Forms fields.
✏️
Keep CRM records updated when entries change
Automatically update existing EspoCRM contact records whenever a submitter modifies their details in Cognito Forms.
🔍
Prevent duplicate records with smart search
Search existing EspoCRM records before creating new ones to maintain clean customer lists and avoid duplicate data.
📅
Trigger tasks and meetings from form responses
Automatically schedule follow-up tasks or meetings in EspoCRM whenever a high-intent form submission is received.
📊
Sync form data to spreadsheets and tools
Extend your Cognito Forms and EspoCRM workflow by logging entries in Google Sheets or sending follow-up emails via Gmail.
And much more...

Who is Cognito Forms + EspoCRM integration for?

Operations teams, sales reps, and marketers eliminate manual data entry between custom forms and CRM records to keep pipelines accurate and responsive.

Sales Managers
Sales Managers
Support Teams
Support Teams
Account Managers
Account Managers
Operations Teams
Operations Teams
Sales Representatives
Sales Representatives
Compliance Officers
Compliance Officers
📈
Sales Managers
You're reviewing lead intake metrics across custom web forms but your CRM records only update when someone manually exports data, so the pipeline reports you're optimising against are always a few hours behind — with this integration, every new entry lands in your CRM instantly and your tracking stays current.
Support Teams
You need to act fast on customer inquiries submitted through web forms, but entries sit unread in your form builder until someone checks them, so response times lag behind — automating both apps means every submission creates a CRM record instantly and your team handles requests immediately.
📋
Account Managers
You answer to clients who expect up-to-date onboarding progress, but keeping CRM customer records aligned with form submissions takes hours of manual copying, so records often have gaps — connecting these apps means every form submission updates client profiles automatically without manual entry.
📊
Operations Teams
The volume of inbound form submissions is too high for your staff to keep up with by hand, leading to missed entries and disjointed customer histories, so data integrity suffers — this integration means every submission flows straight into your CRM without manual intervention.
🎯
Sales Representatives
You depend on upstream form submissions to kick off your outreach, but waiting for manual handoffs delays your initial contact, so prospective buyers slip away — automating both apps means new leads appear in your CRM pipeline the moment the form is submitted.
🗂️
Compliance Officers
You need a reliable audit history of every form submission and customer interaction, but manual record-keeping leaves missing entries and inconsistent logs, so audits become stressful — integrating these apps means every submission creates a permanent, timestamped CRM record.
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 Cognito Forms + EspoCRM

Build and manage your Cognito Forms + 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 Cognito Forms + 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
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in $19.99

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Frequently Asked Questions

How do I connect Cognito Forms to EspoCRM?
Frequently Asked Questions
You can connect Cognito Forms to EspoCRM in 1 click using ready workflows on Integrately. Link your accounts, select a template, and start syncing form entries to EspoCRM contacts instantly alongside Google Sheets, Slack, and Gmail. Use Integrately AI if you want to customise your workflow.
Can I automatically create EspoCRM contacts from Cognito Forms submissions?
Frequently Asked Questions
Can I connect Cognito Forms, EspoCRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Cognito Forms and EspoCRM?
Frequently Asked Questions
How are form entries in Cognito Forms captured in EspoCRM?
Frequently Asked Questions
Can I update existing EspoCRM records when a Cognito Forms entry changes?
Frequently Asked Questions
Do I need coding skills to connect Cognito Forms and EspoCRM?
Frequently Asked Questions
Is the Cognito Forms and EspoCRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Cognito Forms or EspoCRM With 1500+ Other Apps

Cognito Forms
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EspoCRM
Popular EspoCRM Integrations
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