Formester + SharpSpring Integration

Integrate Formester to SharpSpring in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create contacts, update accounts, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formester
    Form is submitted in Formester Instant
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
Arrow Right
2.
  • SharpSpring
    Create contact in SharpSpring
  • SharpSpring
    Update contact in SharpSpring
  • SharpSpring
    Search contact in SharpSpring
  • SharpSpring
    Create account in SharpSpring
  • SharpSpring
    Search account in SharpSpring
  • SharpSpring
    Update account in SharpSpring
  • SharpSpring
    Create opportunity in SharpSpring
  • SharpSpring
    Update opportunity in SharpSpring
  • SharpSpring
    Create campaign in SharpSpring
  • SharpSpring
    Search campaign in SharpSpring

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Ready Workflows Ready Workflows for Formester + SharpSpring Integration

Capture submissions, create contacts, update accounts, log activity, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Formester + SharpSpring Integration

Create SharpSpring contact for new Formester form submission

Automatically creating SharpSpring contact for new Formester form submission 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 SharpSpring 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 Formester + SharpSpring flow

Send submissions to your spreadsheets, email lists, and team channels the moment they arrive. Pick a combination and activate it in one click.

Formester
SharpSpring
+
Google SheetsGoogle Sheets (4)
+
WordPressWordPress (3)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
AsanaAsana (3)
+
SlackSlack (3)
F
S
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Add every Formester form submission to SharpSpring as a new contact, and log it in Google Sheets
Formester form submissions instantly create contacts in SharpSpring and add rows in Google Sheets without manual data entry.
F
S
G
When a Formester form is submitted, update the matching SharpSpring contact and log the update in Google Sheets
Keep existing records updated across SharpSpring and Google Sheets every time a user submits a Formester form.
F
S
G
Search for an existing SharpSpring contact upon a Formester form submission, and log the result in Google Sheets
Verify contact existence in SharpSpring for every new Formester submission and record findings in Google Sheets.
F
S
G
Use ChatGPT to summarise Formester submissions, create a SharpSpring contact, and record the summary in Google Sheets
Extract insights from Formester entries using AI before creating a SharpSpring contact and logging the summary in Google Sheets.

Supported triggers and actions for Formester and SharpSpring

Mix and match to build the exact automation you need

Formester
Formester Triggers & Actions
Instant
Form is submitted in Formester
Triggers the automation when a form is submitted
Try it β†’
No action is available
SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
Try it β†’
Account is created in SharpSpring
Triggers the automation when a new account is created
Try it β†’
Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
Try it β†’
Create contact in SharpSpring
Adds a new contact to the database
Try it β†’
Update contact in SharpSpring
Updates contact information with new details
Try it β†’
Search contact in SharpSpring
Finds and retrieves contact information
Try it β†’
Create account in SharpSpring
Generates a new account
Try it β†’
Search account in SharpSpring
Searches for account information
Try it β†’
Update account in SharpSpring
Updates account information
Try it β†’
Create opportunity in SharpSpring
Creates a new instance of the support system
Try it β†’
Update opportunity in SharpSpring
Updates the opportunity details as needed
Try it β†’
Create campaign in SharpSpring
Generates and launch a new marketing campaign
Try it β†’
Search campaign in SharpSpring
Searches for a campaign
Try it β†’

What can you automate with Formester + SharpSpring?

Streamline your lead generation and CRM updates with automated workflows built for marketing teams.

What you can automate?
🎯
Create SharpSpring contacts instantly from form submissions
Automatically generate a new contact in SharpSpring the moment a user submits a form in Formester. Eliminate manual data entry and ensure zero lead loss.
πŸ“‹
Capture every submitted form field
Map all survey responses, custom fields, and contact details from Formester directly into corresponding SharpSpring contact attributes for complete lead profiling.
πŸ””
Notify your team the second leads arrive
Trigger instant team notifications in Slack or email whenever a new Formester submission successfully establishes a contact record in SharpSpring.
πŸ”€
Route leads based on submitted form answers
Apply conditional logic to direct high-value submissions to specific campaigns or assign priority tasks in SharpSpring based on user selections.
πŸ”„
Keep existing contact records up to date
Automatically update matching SharpSpring contact profiles whenever a returning user submits a new form response in Formester.
πŸ”
Search and verify contacts before creation
Perform automatic database lookups in SharpSpring during form submissions to prevent duplicate profiles and maintain clean data hygiene.
πŸ“Š
Track form engagement and campaign metrics
Log submission activities, campaign associations, and conversion milestones directly within your marketing automation workflows.
πŸ”Œ
Extend flows with powerful supporting apps
Connect your Formester and SharpSpring pipeline to Google Sheets, WordPress, Mailchimp, or Slack for complete multi-step marketing automation.
And much more...

Who is Formester + SharpSpring integration for?

Connecting Formester and SharpSpring helps marketing and sales teams capture leads instantly, eliminate manual data entry, and keep conversion pipelines up to date.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Business founders
Business founders
Operations managers
Operations managers
Customer success leads
Customer success leads
πŸ“ˆ
Performance marketers
You're collecting leads through Formester surveys, but your CRM contacts only update when someone manually exports entries, so your campaign tracking is always a few hours behind β€” with this integration, every submission creates a contact in SharpSpring instantly and your pipeline stays current.
⚑
Sales representatives
You rely on immediate lead notifications to close deals, but inbound form responses sit unread until checked manually, so prospective buyers wait too long for a reply β€” with this integration, every submission creates a contact in SharpSpring instantly and your sales team can follow up right away.
πŸ“‹
Agency account managers
You report on client generation metrics weekly, but mismatched form data and CRM records leave gaps in your progress reports, so stakeholders question the campaign numbers β€” with this integration, every submission creates a contact in SharpSpring reliably and your reporting stays accurate.
🏒
Business founders
You're managing inbound growth inquiries across multiple channels without dedicated admin support, so leads slip through the cracks during busy weeks β€” with this integration, every submission creates a contact in SharpSpring automatically and your conversion tracking runs without oversight.
βš™οΈ
Operations managers
You oversee lead routing between website forms and CRM tools, but manual data transfers introduce formatting errors and delays, so internal workflows stall β€” with this integration, every submission creates a contact in SharpSpring seamlessly and your operational handoffs stay clean.
πŸ”
Customer success leads
You need a complete history of customer interactions from their initial form entry onward, but missing CRM records break your onboarding timeline, so clients experience friction β€” with this integration, every submission creates a contact in SharpSpring securely and your client history remains complete.
Our team

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Why choose Integrately to automate Formester + SharpSpring

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

1,500+ apps connected
1,500+ apps connected
Connect Formester + SharpSpring 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 β€” 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 Formester to SharpSpring?
Frequently Asked Questions
You can connect Formester to SharpSpring instantly using 1-click automations on Integrately. Select a ready workflow, link your accounts, and sync submissions with tools like Google Sheets, WordPress, Mailchimp, and Slack.
How do I automatically create SharpSpring contacts from Formester submissions?
Frequently Asked Questions
Can I connect Formester, SharpSpring, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Formester and SharpSpring?
Frequently Asked Questions
How are form submission fields mapped between Formester and SharpSpring?
Frequently Asked Questions
Can I update existing SharpSpring contacts when a Formester form is submitted again?
Frequently Asked Questions
Do I need coding skills to set up the Formester and SharpSpring integration?
Frequently Asked Questions
Is the Formester and SharpSpring integration free?
Frequently Asked Questions
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No worries β€” 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 Formester or SharpSpring With 1500+ Other Apps

Formester
Popular Formester Integrations
Connect Formester to CRMs, email tools, and spreadsheets to capture and organise your form submissions.
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SharpSpring
Popular SharpSpring Integrations
Sync SharpSpring with analytics, marketing, and communication tools to streamline your customer journey.