Erxes + Formidable Forms Integration
Integrate Erxes to Formidable Forms in one click, or tell Integrately AI how you want each submission handled. Capture new submissions, update your customer records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Customer is created in Erxes Instant- Customer is updated in Erxes Instant
- Customer is deleted in Erxes Instant
- Form submission is received in Erxes Instant
- Company is created in Erxes Instant
- Company is updated in Erxes Instant
- Company is deleted in Erxes Instant
- Admin sends engagement message in Erxes Instant
- Customer sends a message in Erxes Instant
- Admin sent message in Erxes Instant
- Knowledge base is created in Erxes Instant
- Knowledge base is updated in Erxes Instant
- Knowledge base is deleted in Erxes Instant
Form is submitted in Formidable Forms Instant- Form is deleted in Formidable Forms Instant
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Trusted by experts at...
Ready Workflows for Erxes + Formidable Forms Integration
Capture form submissions, track customer interactions, organise responses, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Erxes + Formidable Forms flow
Sync your form data and chatbot conversations with your CRM, email marketing, and communication tools. Pick a combination and activate it in one click.
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WordPress (5)
WordPress (5) +
Mailchimp (5)
Mailchimp (5) +
HubSpot (5)
HubSpot (5) +
Slack (5)
Slack (5) +
Google Sheets (5)
Google Sheets (5) +
Stripe (5)
Stripe (5) F
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When a Formidable Forms submission is received, log the entry in WordPress and notify your team on Slack
Formidable Forms submissions appear in your WordPress site instantly while your team stays updated on Slack, eliminating manual export steps.
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Use ChatGPT to analyse every Formidable Forms submission, save the brief in WordPress, and alert your team in Slack
ChatGPT processes every Formidable Forms submission into a structured brief saved in WordPress, with instant notifications sent via Slack.
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When a customer is created in Erxes, create a WordPress user profile and notify your support channel on Slack
Erxes customer records automatically create WordPress user profiles while notifying your support team on Slack in real time.
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If a Formidable Forms submission includes VIP status, create a premium WordPress page and alert management on Slack
VIP submissions from Formidable Forms instantly generate custom WordPress pages and notify management on Slack.
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When a Formidable Forms entry is deleted, remove the corresponding WordPress post and notify your audit channel in Slack
Deleted Formidable Forms entries automatically remove the matching WordPress post and alert your audit channel on Slack.
Supported triggers and actions for Erxes and Formidable Forms
Mix and match to build the exact automation you need
Erxes Triggers & Actions
Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
Try it → Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
Try it → Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
Try it → Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
Try it → Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
Try it → Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
Try it → Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
Try it → Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
Try it → What can you automate with Erxes + Formidable Forms?
Streamline form submissions, customer chats, and data synchronization across your entire business stack.
🔄
Synchronise form submissions and chatbot data
Capture every Formidable Forms submission and Erxes customer interaction in your connected business tools automatically. Eliminate manual exports and keep all your customer records perfectly updated.
📝
Capture every submitted field accurately
Map all available Formidable Forms questions and custom answers into your destination databases instead of just names and emails. Your records become a complete and thorough source for review.
🔔
Alert the right team member instantly
Send real-time notifications to your sales, support, or marketing channels the moment a form is submitted or a customer sends a chat message. Ensure rapid response times for every inquiry.
🔀
Route submissions based on custom form fields
Send enterprise leads to your senior sales reps while routing standard inquiries to your support team automatically. Conditional routing ensures every submission reaches the correct person.
📋
Keep destination records fully up to date
Automatically update existing CRM profiles and spreadsheet rows whenever a customer updates their information in Erxes or submits a revised form. Prevent outdated data from causing confusion.
🔍
Prevent duplicate records automatically
Search for existing customer profiles before creating new entries to avoid cluttering your CRM with duplicate contacts. Keep your database clean and organized effortlessly.
💳
Manage later status changes and orders
Automatically trigger follow-up actions when form orders are refunded, subscriptions are cancelled, or customer statuses change. Handle lifecycle events without manual oversight.
🔗
Extend your workflow to Slack and CRM tools
Connect your Erxes and Formidable Forms data to Slack, HubSpot, or Google Sheets to build powerful multi-step pipelines that span your entire tech stack.
And much more...
Who is Erxes + Formidable Forms integration for?
Marketing teams, WordPress developers, and customer support specialists who manage forms and chatbot conversations eliminate manual data entry and keep their systems perfectly aligned.
Performance marketers
Support specialists
Client account managers
E-commerce managers
Sales development reps
Operations coordinators
📈
Performance marketers
You're running campaigns across multiple landing pages but your tracking sheet only updates when someone manually exports form entries, so the row counts you're optimising against are always a few hours behind — with this integration, every new submission lands in the sheet instantly and your data stays current.
⚡
Support specialists
You need to respond to customer inquiries immediately, but chat messages and form entries sit in separate inboxes until someone manually checks them, causing frustrating delays for your users — with this integration, every customer message triggers an instant team notification so you can resolve issues right away.
🤝
Client account managers
You answer to stakeholders who want real-time visibility into project signups and lead generation numbers, but compiling manual weekly reports takes hours away from client strategy — this integration means every form submission updates your central dashboard automatically, giving stakeholders instant progress tracking.
📊
E-commerce managers
Inbound order volume during peak sales periods overwhelms your team's ability to copy customer details into your CRM and billing tools by hand, leading to missed orders and data gaps — automating both apps means every form submission flows straight into your customer database without manual bottlenecks.
💼
Sales development reps
You depend on inbound leads being handed off the moment a prospect fills out a contact page, but manual handoffs leave hot leads waiting in unmonitored queues overnight — connecting these apps means every submission creates a priority contact in your CRM instantly, ensuring lightning-fast follow-up.
🗂️
Operations coordinators
You need an audit-ready history of every customer interaction, but manual record-keeping results in missing entries and mismatched user profiles across your tech stack — with this integration, every customer event and form submission maintains a flawless, unified timeline.
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 Erxes + Formidable Forms
Build and manage your Erxes + Formidable Forms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Erxes + 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Erxes + Formidable Forms Now 
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Frequently Asked Questions
How do I connect Erxes to Formidable Forms?
You can connect Erxes and Formidable Forms in one click using Integrately. Set up workflows with popular apps like WordPress, HubSpot, Slack, Google Sheets, and Stripe, or use Integrately AI to build custom multi-step automations tailored to your exact requirements.
Can I automatically sync Formidable Forms submissions and Erxes chats to my CRM?
Can I connect Erxes, Formidable Forms, and Slack?
What is a good Zapier alternative for Erxes and Formidable Forms?
How does Erxes handle customer data during form submissions?
How does Formidable Forms handle form entries in integrations?
Do I need coding skills to automate Erxes and Formidable Forms?
Is the Erxes and Formidable Forms integration free?
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