ConvergeHub + Formsite Integration

Integrate ConvergeHub to Formsite in one click, or tell Integrately AI how you want each submission handled. Capture form submissions, create new leads in ConvergeHub, assign follow-up tasks, and alert your sales team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ConvergeHub
    Lead is created in ConvergeHub
  • ConvergeHub
    Account is created in ConvergeHub
  • ConvergeHub
    Target is created in ConvergeHub
  • ConvergeHub
    Contact is created in ConvergeHub
  • ConvergeHub
    Deal is created in ConvergeHub
  • ConvergeHub
    Task is created in ConvergeHub
  • ConvergeHub
    Event is created in ConvergeHub
  • Formsite
    Form is submitted in Formsite Instant
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2.
  • ConvergeHub
    Create lead in ConvergeHub
  • ConvergeHub
    Create contact in ConvergeHub
  • ConvergeHub
    Create deal in ConvergeHub
  • ConvergeHub
    Create target in ConvergeHub
  • ConvergeHub
    Create task in ConvergeHub
  • ConvergeHub
    Create account in ConvergeHub
  • ConvergeHub
    Create event in ConvergeHub

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Ready Workflows Ready Workflows for ConvergeHub + Formsite Integration

Capture submissions, create leads, update accounts, schedule follow-ups, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
Formsite + ConvergeHub Integration

Create ConvergeHub deal for new Formsite form submission

Integrating your ConvergeHub with your Formsite, can help you automatically create new deals 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 Formsite - ConvergeHub 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.
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Formsite + ConvergeHub Integration

Create ConvergeHub contact for new Formsite form submission

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

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

Send submission details to your email, notify your team on messaging apps, and keep your spreadsheets and customer records updated. Pick a combination and activate it in one click.

ConvergeHub
Formsite
+
GmailGmail (4)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
CalendlyCalendly (3)
F
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When a form is submitted in Formsite, create a lead in ConvergeHub and send a confirmation email in Gmail.
Form submissions instantly create a new lead in ConvergeHub while sending a personalised confirmation email via Gmail, ensuring rapid response times.
F
C
G
When a form is submitted in Formsite, create a contact in ConvergeHub and send a notification email in Gmail.
New form entries automatically register as contacts in ConvergeHub and trigger a notification email in Gmail for your team.
F
C
G
When a form is submitted in Formsite, create a task in ConvergeHub and send a briefing email in Gmail.
Turn every form submission into an actionable task in ConvergeHub and brief your team instantly via Gmail.
F
C
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Use Claude to summarise every Formsite submission, create a ConvergeHub lead, and send the brief in Gmail.
Claude summarises incoming form data before creating a ConvergeHub lead and emailing the structured brief through Gmail.

Supported triggers and actions for ConvergeHub and Formsite

Mix and match to build the exact automation you need

ConvergeHub
ConvergeHub Triggers & Actions
Lead is created in ConvergeHub
Triggers the automation when a new lead is created
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Account is created in ConvergeHub
Triggers the automation when a new account is created
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Target is created in ConvergeHub
Triggers the automation when a target is created
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Contact is created in ConvergeHub
Triggers the automation when a new contact is created
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Deal is created in ConvergeHub
Triggers the automation when a deal is created
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Task is created in ConvergeHub
Triggers the automation when a new task is created
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Event is created in ConvergeHub
Triggers the automation when a new event is created
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Create lead in ConvergeHub
Generates new leads for potential customers
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Create contact in ConvergeHub
Adds a new contact to the database
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Create deal in ConvergeHub
Generates a new deal with
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Create target in ConvergeHub
Generates a new target for tracking purposes
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Create task in ConvergeHub
Creates a new task
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Create account in ConvergeHub
Generates a new account
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Create event in ConvergeHub
Adds a new contact to the contact list
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Formsite
Formsite Triggers & Actions
Instant
Form is submitted in Formsite
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with ConvergeHub + Formsite?

Streamline your entire inbound data pipeline by connecting form submissions directly to your CRM workflows.

What you can automate?
🔄
Create CRM records from form entries
Automatically generate a new lead or contact in ConvergeHub the moment a user submits a form in Formsite. Eliminate manual data entry and ensure zero prospect details are ever left behind.
📋
Capture every submitted custom field
Map all available Formsite answers into corresponding ConvergeHub fields instead of just names and emails. Your CRM records become comprehensive profiles ready for immediate follow-up.
🔔
Alert your team instantly
Notify sales reps or support channels the second a high-value form submission lands. Combine Formsite and ConvergeHub with messaging tools to keep everyone aligned on new opportunities.
🔀
Route submissions conditionally
Send enterprise leads to senior sales reps and standard enquiries to general queues based on specific checkboxes submitted in your Formsite forms.
✏️
Keep CRM pipelines up to date
Automatically update existing ConvergeHub deals and accounts whenever returning customers submit updated information through your web forms.
🛡️
Prevent duplicate CRM records
Check existing database entries before creating new records, ensuring your ConvergeHub workspace remains clean and free of duplicate contacts.
💳
Handle payment and order forms
Convert paid form submissions into active deals in ConvergeHub while simultaneously provisioning customer accounts in your billing stack.
Extend workflows to popular apps
Trigger multi-step automations that push Formsite submissions into ConvergeHub and instantly log rows in Google Sheets or send notifications in Slack.
And much more...

Who is ConvergeHub + Formsite integration for?

Sales teams, marketers, and operations professionals managing inbound web forms and customer pipelines rely on this integration to eliminate manual data entry and accelerate response times.

Sales Operations Managers
Sales Operations Managers
Inside Sales Representatives
Inside Sales Representatives
Client Account Managers
Client Account Managers
Growth Marketing Specialists
Growth Marketing Specialists
Customer Success Coordinators
Customer Success Coordinators
CRM Database Administrators
CRM Database Administrators
📈
Sales Operations Managers
You review pipeline reports every morning, but inbound form entries take hours to reach your CRM so your conversion metrics are always lagging — this integration means every form submission populates your ConvergeHub pipeline instantly and your dashboard metrics stay current.
Inside Sales Representatives
You need to contact prospects while they are still browsing your site, but manual export delays mean you find out about new leads hours too late — automating both apps means every Formsite entry creates a ConvergeHub lead immediately so you can engage buyers on time.
🤝
Client Account Managers
You answer to stakeholders who demand real-time visibility into client onboarding progress, but disjointed data collection leaves blind spots in your records — connecting these apps means every submission updates your ConvergeHub accounts cleanly for transparent reporting.
🚀
Growth Marketing Specialists
Your campaigns generate high volumes of web form entries, but manually copying contact details into your CRM creates bottlenecks and data errors — automating both apps means high-volume submissions flow directly into ConvergeHub without manual intervention.
📋
Customer Success Coordinators
You depend on sales handoffs to pick up new client onboarding tasks, but missing submission notifications stall your workflow and frustrate new buyers — with this integration, every form entry triggers immediate task creation in ConvergeHub for seamless handoffs.
🗂️
CRM Database Administrators
You strive to maintain a clean customer database, but manual data entry introduces duplicate records and missing contact fields across your systems — this integration means every Formsite submission populates structured ConvergeHub records reliably without gaps.
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 ConvergeHub + Formsite

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

1,500+ apps connected
1,500+ apps connected
Connect ConvergeHub + Formsite 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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in $19.99

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Frequently Asked Questions

How do I connect ConvergeHub to Formsite?
Frequently Asked Questions
You can connect ConvergeHub to Formsite instantly using ready-made workflows on Integrately. Simply choose a template, connect your accounts, and activate the automation in 1 click or use Integrately AI to customise your flow.
Can I automatically create ConvergeHub leads from Formsite form submissions?
Frequently Asked Questions
Can I connect ConvergeHub, Formsite, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for ConvergeHub and Formsite?
Frequently Asked Questions
How are new contacts handled in ConvergeHub from Formsite?
Frequently Asked Questions
Can I trigger tasks in ConvergeHub when a Formsite form is submitted?
Frequently Asked Questions
Do I need coding skills to automate ConvergeHub and Formsite?
Frequently Asked Questions
Is the ConvergeHub and Formsite integration free?
Frequently Asked Questions
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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 ConvergeHub or Formsite With 1500+ Other Apps

ConvergeHub
Popular ConvergeHub Integrations
Connect ConvergeHub to powerful email, analytics, and sales enablement tools to accelerate your pipeline management.
Formsite
Popular Formsite Integrations
Sync Formsite with survey, database, and marketing automation platforms to extend your data collection workflows.
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Formsite Integrations arrow right
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