EspoCRM + Formsite Integration

Integrate EspoCRM to Formsite in one click, or tell Integrately AI how you want each submission handled. Capture lead details, create CRM records, alert your sales team, and trigger follow-up emails automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Formsite
    Form is submitted in Formsite Instant
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2.

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Ready Workflows Ready Workflows for EspoCRM + Formsite Integration

Capture web submissions, create CRM leads, update contact records, alert your sales team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Formsite + EspoCRM Integration

Create EspoCRM contact for new Formsite form submission

When someone completes your Formsite, a new contact is automatically created in your EspoCRM. 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 - EspoCRM integration set up makes it easy to manage your customer relationships and grow your business.
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Formsite + EspoCRM Integration

Create EspoCRM task for new Formsite form submission

It's important to stay on top of your customer relationships, and one way to do that is to create EspoCRM tasks for new Formsite 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 EspoCRM task for new Formsite form submission received today - your customers will thank you for it!
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Connect more apps to your EspoCRM + Formsite flow

Extend your web form captures into email marketing, CRM pipelines, and team notifications. Pick a combination and activate it in one click.

EspoCRM
Formsite
+
MailchimpMailchimp (4)
+
ActiveCampaignActiveCampaign (3)
+
HubSpotHubSpot (3)
+
CalendlyCalendly (2)
+
Google SheetsGoogle Sheets (3)
+
GmailGmail (3)
F
E
M
Create an EspoCRM lead from every Formsite submission, and add the contact to your Mailchimp audience.
Every Formsite submission creates a new lead in EspoCRM and adds the subscriber to Mailchimp instantly. No manual data entry, no missed marketing lists.
F
E
M
Create an EspoCRM contact from every Formsite survey, and update the matching Mailchimp subscriber tag.
Survey submissions create EspoCRM contacts and update Mailchimp tags automatically. Keep your CRM and email lists synchronised without lifting a finger.
F
E
M
If a Formsite submission selects premium tier, create an EspoCRM opportunity and add the subscriber to your Mailchimp VIP list.
High-value Formsite submissions create EspoCRM opportunities and route subscribers to your Mailchimp VIP list instantly.
F
E
C
M
Use ChatGPT to analyse every Formsite survey response, create an EspoCRM lead, and update Mailchimp subscriber segments.
ChatGPT evaluates Formsite feedback before creating an EspoCRM lead and categorising the subscriber in Mailchimp.

Supported triggers and actions for EspoCRM and Formsite

Mix and match to build the exact automation you need

EspoCRM
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
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Instant
Contact is created in EspoCRM
Triggers the automation when a new contact is created
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Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
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Instant
Contact is updated in EspoCRM
Triggers the automation when a contact is updated
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Instant
Task is created in EspoCRM
Triggers the automation when a new task is created
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Instant
Task is updated in EspoCRM
Triggers the automation when any task is updated
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Instant
Task is deleted in EspoCRM
Triggers the automation when a task is deleted
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Instant
Account is created in EspoCRM
Triggers the automation when a new account is created
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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
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Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
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Instant
Case is created in EspoCRM
Triggers the automation when a new case is created
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Instant
Account is updated in EspoCRM
Triggers the automation when an account is updated
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Instant
Account is deleted in EspoCRM
Triggers the automation when an account is deleted
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Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
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Instant
Case is updated in EspoCRM
Triggers the automation when any case is updated
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Instant
Case is deleted in EspoCRM
Triggers the automation when any case is deleted
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Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
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Instant
Meeting is deleted in EspoCRM
Triggers the automation when a meeting is deleted
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Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
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Instant
Lead is created in EspoCRM
Triggers the automation when a new lead is created
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Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
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Instant
Call is created in EspoCRM
Triggers the automation when a new call is made
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Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
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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
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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
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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
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Update call in EspoCRM
Updates call information
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Delete call in EspoCRM
Deletes a call entry from the database
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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 EspoCRM + Formsite?

Streamline your web lead capture and CRM workflows with powerful automated triggers and actions.

What you can automate?
📋
Create EspoCRM leads from Formsite submissions
Automatically generate a new lead or contact in EspoCRM the moment a visitor submits your Formsite form. Eliminate manual data entry and connect your web forms directly to your sales pipeline.
📝
Capture every submitted form field
Map all custom questions, survey answers, and dropdown selections from Formsite into your EspoCRM records instead of just basic names and emails. Keep your customer context complete.
🔔
Alert your sales team instantly
Notify your team members the second a high-value prospect completes your Formsite questionnaire. Ensure fast response times for every incoming business inquiry.
🔀
Route submissions based on form answers
Apply conditional logic to direct specific Formsite submissions into different EspoCRM pipelines based on budget, region, or product interest.
🔄
Keep EspoCRM contact records updated
Automatically update existing EspoCRM accounts and contacts whenever a returning customer submits a new update or change request via Formsite.
🔍
Prevent duplicate records in EspoCRM
Search for existing contacts or leads in EspoCRM before creating new entries, ensuring your database stays clean and free of duplicate profiles.
📊
Track order and support submissions
Convert payment or support form submissions from Formsite into EspoCRM cases, opportunities, or tasks to manage post-submission workflows seamlessly.
💬
Extend your workflow to Slack
Send formatted Formsite submission alerts straight to your team's Slack channel while simultaneously logging the data securely in EspoCRM.
And much more...

Who is EspoCRM + Formsite integration for?

Sales and marketing teams capturing web form responses benefit by eliminating manual data entry, ensuring leads reach EspoCRM instantly without delays.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Inbound customer support teams
Inbound customer support teams
Business development managers
Business development managers
CRM operations specialists
CRM operations specialists
📈
Performance marketers
You're reviewing campaign conversion rates in EspoCRM, but your form submissions require manual data export before lead counts update, so your pipeline metrics are always hours behind — with this integration, every new submission lands in your CRM instantly and your campaign reporting stays current.
Sales representatives
You need to follow up on inbound web leads immediately, but form entries sit unread in your inbox until someone manually enters them, so hot prospects go cold before you make contact — with this integration, every form entry creates a lead in EspoCRM the moment it arrives and you can engage right away.
🤝
Agency account managers
You report on client generation metrics from web forms, but tracking down scattered submission details wastes valuable time before meetings, so client status updates are always delayed — automating both apps means every client form submission is logged directly in EspoCRM and your progress tracking is effortless.
🎫
Inbound customer support teams
You manage support requests submitted through online forms, but manually transferring customer issues into EspoCRM cases creates a massive backlog, so customer inquiries get missed — connecting these apps means every form submission generates an EspoCRM case automatically and your team stays on top of tickets.
💼
Business development managers
You depend on inbound request forms to feed your sales pipeline, but missing lead details or delayed CRM entries stall your outreach momentum, so partnership opportunities slip through the cracks — automating both apps means every prospect submission creates an actionable EspoCRM opportunity immediately.
🗂️
CRM operations specialists
You maintain clean records in EspoCRM, but manual data entry from web forms inevitably introduces typos and missing contact fields, so your database accumulates errors over time — automating both apps means every form submission populates your CRM cleanly and your historical records remain accurate.
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 EspoCRM + Formsite

Build and manage your EspoCRM + 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 EspoCRM + 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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Frequently Asked Questions

How do I connect EspoCRM to Formsite?
Frequently Asked Questions
You can connect EspoCRM to Formsite using 1-click integrations on Integrately. Choose from ready automation templates or ask Integrately AI to build the workflow and map your fields.
Can I create EspoCRM leads automatically from Formsite submissions?
Frequently Asked Questions
Can I connect EspoCRM, Formsite, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for EspoCRM and Formsite?
Frequently Asked Questions
How are form submission fields mapped to EspoCRM contact records?
Frequently Asked Questions
Can Formsite trigger updates across multiple EspoCRM modules?
Frequently Asked Questions
Do I need coding skills to automate EspoCRM and Formsite?
Frequently Asked Questions
Is the EspoCRM and Formsite integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect EspoCRM or Formsite With 1500+ Other Apps

EspoCRM
Popular EspoCRM Integrations
Connect EspoCRM to CRMs, email marketing tools, and customer support platforms to manage and follow up on your pipelines.
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EspoCRM Integrations arrow right
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Formsite
Popular Formsite Integrations
Sync Formsite with spreadsheet tools, project management apps, and notification systems to keep survey and form data working across your stack.
See All
Formsite Integrations arrow right
No popular apps found