EngageBay CRM + Formium Integration

Integrate EngageBay CRM to Formium in one click, or tell Integrately AI how you want each submission handled. Capture every form submission, create and update contacts, add tags, and sync your pipeline automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • EngageBay CRM
    Contact is created in EngageBay CRM
  • EngageBay CRM
    Contact is updated in EngageBay CRM
  • EngageBay CRM
    Owner is created in EngageBay CRM
  • EngageBay CRM
    Deal is created in EngageBay CRM
  • EngageBay CRM
    Deal is updated in EngageBay CRM
  • EngageBay CRM
    Form is submitted in EngageBay CRM
  • EngageBay CRM
    List is created in EngageBay CRM
  • EngageBay CRM
    Company is created in EngageBay CRM
  • EngageBay CRM
    Company is updated in EngageBay CRM
  • Formium
    Form submission is received in Formium Instant
Arrow Right
2.
  • EngageBay CRM
    Create a contact in EngageBay CRM
  • EngageBay CRM
    Update contact in EngageBay CRM
  • EngageBay CRM
    Search contact by email in EngageBay CRM
  • EngageBay CRM
    Add tag to a contact in EngageBay CRM
  • EngageBay CRM
    Remove tag from contact in EngageBay CRM
  • EngageBay CRM
    Search contact in EngageBay CRM
  • EngageBay CRM
    Add contact to a form in EngageBay CRM
  • EngageBay CRM
    Create a company in EngageBay CRM
  • EngageBay CRM
    Search company in EngageBay CRM

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Ready Workflows Ready Workflows for EngageBay CRM + Formium Integration

Capture submissions, create contacts, update records, add tags, and sync deals, all in just one click.

Most popular automationsmost-popular-automations
Formium + EngageBay CRM Integration

Create EngageBay CRM contact for new Formium form

Automatically creating EngageBay CRM contact for new Formium form 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 EngageBay CRM 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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Connect more apps to your EngageBay CRM + Formium flow

Notify your team, sync marketing tools, and trigger follow-up actions once your form submissions reach your CRM. Pick a combination and activate it in one click.

EngageBay CRM
Formium
+
GmailGmail (3)
+
WordPressWordPress (2)
+
MailchimpMailchimp (2)
+
CalendlyCalendly (2)
+
SlackSlack (2)
+
StripeStripe (2)
F
E
G
When a Formium form submission is received, create a contact in EngageBay CRM and send an email notification in Gmail.
New form submissions instantly create contacts in EngageBay CRM while sending an instant notification email via Gmail.
F
E
G
When a Formium form submission is received, add the contact to a form in EngageBay CRM and send a confirmation in Gmail.
Formium submissions automatically register contacts in EngageBay CRM forms and trigger a confirmation email in Gmail.
E
E
G
When a contact is updated in EngageBay CRM from a Formium submission, search contact by email in EngageBay CRM and email the update in Gmail.
EngageBay CRM contact updates trigger an email notification in Gmail for your team.

Supported triggers and actions for EngageBay CRM and Formium

Mix and match to build the exact automation you need

EngageBay CRM
EngageBay CRM Triggers & Actions
Contact is created in EngageBay CRM
Triggers the automation when a new contact is created
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Contact is updated in EngageBay CRM
Triggers the automation when a contact is updated
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Owner is created in EngageBay CRM
Triggers the automation when a new owner is created
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Deal is created in EngageBay CRM
Triggers the automation when a deal is created
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Deal is updated in EngageBay CRM
Triggers the automation when a deal is updated
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Form is submitted in EngageBay CRM
Triggers the automation when a form is filled
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List is created in EngageBay CRM
Triggers the automation when a new list is created
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Company is created in EngageBay CRM
Triggers the automation when a new company is created
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Company is updated in EngageBay CRM
Triggers the automation when a company is updated
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Create a contact in EngageBay CRM
Adds a new contact to the contact list
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Update contact in EngageBay CRM
Updates contact information with new details
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Search contact by email in EngageBay CRM
Finds and retrieves contact information using their email address
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Add tag to a contact in EngageBay CRM
Adds a tag to a contact
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Remove tag from contact in EngageBay CRM
Untag the contact
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Search contact in EngageBay CRM
Finds and retrieves contact information
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Add contact to a form in EngageBay CRM
Adds a new contact to a form
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Create a company in EngageBay CRM
Creates a new company record
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Search company in EngageBay CRM
Finds information about a company
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Formium
Formium Triggers & Actions
Instant
Form submission is received in Formium
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with EngageBay CRM + Formium?

Streamline lead capture, CRM updates, and team notifications by connecting Formium directly to EngageBay CRM.

What you can automate?
📥
Create EngageBay CRM contacts from form submissions
Turn every Formium form submission into a brand new contact in EngageBay CRM automatically the moment it is received.
📝
Capture every submitted form field
Map all custom answers from your Formium survey or contact form straight into EngageBay CRM fields instead of losing details.
🔔
Alert your team instantly on Slack
Notify your sales channel the second a high-value form submission lands in Formium and creates a contact in EngageBay CRM.
🔀
Route leads based on submitted form answers
Apply conditional logic to direct specific Formium submissions to different lists or assign owners in EngageBay CRM.
🔄
Keep CRM records up to date
Automatically update existing EngageBay CRM contacts when returning users submit new information through Formium.
🔍
Search and prevent duplicate contacts
Check whether a contact already exists by email in EngageBay CRM before creating a new record from a Formium entry.
📋
Manage deals and company profiles
Create associated deals and company records in EngageBay CRM whenever a qualifying Formium submission is received.
✉️
Send confirmation emails via Gmail
Trigger automated email confirmations in Gmail immediately after a Formium submission populates your EngageBay CRM.
And much more...

Who is EngageBay CRM + Formium integration for?

Connecting EngageBay CRM and Formium removes manual data entry for marketing, sales, and operations teams managing inbound leads.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Customer support teams
Customer support teams
Operations managers
Operations managers
Business owners
Business owners
📈
Performance marketers
You're running campaigns across multiple web forms but your CRM tracking only updates when someone manually exports submissions, so the lead counts you're optimising against are always a few hours behind — with this integration, every new submission lands in EngageBay CRM instantly and your data stays current.
Sales representatives
You need to reach out to inbound prospects while they are still browsing your site, but leads sit trapped in Formium until someone copies them over, so your response times suffer — with this integration, every form entry triggers an instant CRM contact so you can connect immediately.
📊
Agency account managers
You answer to clients who want immediate visibility into incoming form responses, but compiling spreadsheet reports by hand takes hours every week, so your updates are always retrospective — with this integration, client form submissions flow straight into EngageBay CRM for seamless reporting.
👥
Customer support teams
The volume of inbound inquiry forms is too high for anyone to keep up by hand, leading to missed support tickets and frustrated users falling through the cracks — with this integration, every submission is logged automatically as a contact for reliable tracking.
🔄
Operations managers
You depend on website visitors filling out forms to kick off internal workflows, but manual data transfers between Formium and EngageBay CRM create constant bottlenecks — with this integration, your handoffs run automatically without human error.
📁
Business owners
You need a reliable history of every lead that enters your ecosystem, but manual record-keeping leaves messy gaps in your database — with this integration, every form submission is captured cleanly in EngageBay CRM from day one.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate EngageBay CRM + Formium

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

1,500+ apps connected
1,500+ apps connected
Connect EngageBay CRM + Formium 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 EngageBay CRM to Formium?
Frequently Asked Questions
Connecting EngageBay CRM to Formium takes just one click using ready-made templates on Integrately. You can also use Integrately AI to set up custom workflows with apps like Gmail, Slack, and WordPress.
Can I automatically create EngageBay CRM contacts from Formium submissions?
Frequently Asked Questions
Can I connect EngageBay CRM, Formium, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EngageBay CRM and Formium?
Frequently Asked Questions
How does EngageBay CRM handle contact data during integration?
Frequently Asked Questions
How does Formium pass form submissions to EngageBay CRM?
Frequently Asked Questions
Do I need coding skills to automate EngageBay CRM and Formium?
Frequently Asked Questions
Is the EngageBay CRM and Formium integration free?
Frequently Asked Questions
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You Can Also Connect EngageBay CRM or Formium With 1500+ Other Apps

EngageBay CRM
Popular EngageBay CRM Integrations
Connect EngageBay CRM to sales tools, email clients, and billing platforms to streamline your customer management workflow.
Formium
Popular Formium Integrations
Sync Formium with databases, survey analyzers, and notification systems to make your form data work across your entire tech stack.
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