Teamwork CRM + Formidable Forms Integration

Integrate Formidable Forms to Teamwork CRM in one click, or tell Integrately AI how you want each submission handled. Capture lead details, create contacts and deals in your CRM, alert your sales team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM Instant
  • Formidable Forms
    Form is submitted in Formidable Forms Instant
  • Formidable Forms
    Form is deleted in Formidable Forms Instant
Arrow Right
2.
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM

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Ready Workflows Ready Workflows for Formidable Forms + Teamwork CRM Integration

Capture form submissions, create CRM contacts, organise responses, alert your sales team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Formidable Forms + Teamwork CRM Integration

Create Teamwork CRM contact for new Formidable Forms form submission

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

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

Create Teamwork CRM deal for new Formidable Forms form submission

Integrating your Teamwork CRM with your Formidable Forms, 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 Formidable Forms - Teamwork CRM 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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Connect more apps to your Formidable Forms + Teamwork CRM flow

Send instant chat notifications, sync subscriber lists, log spreadsheet records, and trigger customer communications as soon as form entries arrive. Pick a combination and activate it in one click.

Teamwork CRM
Formidable Forms
+
SlackSlack (3)
+
MailchimpMailchimp (2)
+
Google SheetsGoogle Sheets (2)
+
GmailGmail (2)
+
StripeStripe (1)
+
CalendlyCalendly (1)
F
T
S
Create a Teamwork CRM contact from every Formidable Forms submission, and notify your sales team in Slack
New form submissions instantly create contacts in Teamwork CRM while Slack alerts your sales team, eliminating manual data entry.
F
T
S
Turn every Formidable Forms submission into a Teamwork CRM deal, and announce it in Slack
Capture potential deals from form submissions directly in Teamwork CRM and notify your team instantly in Slack.
F
T
S
Add form submissions as Teamwork CRM companies, and alert your account team in Slack
Organise incoming submissions as new companies in Teamwork CRM and notify your team in Slack immediately.

Supported triggers and actions for Teamwork CRM and Formidable Forms

Mix and match to build the exact automation you need

Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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Formidable Forms
Formidable Forms Triggers & Actions
Instant
Form is submitted in Formidable Forms
Triggers the automation when a form is filled
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Instant
Form is deleted in Formidable Forms
Triggers the automation when a form is deleted
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No action is available

What can you automate with Formidable Forms + Teamwork CRM?

Connect your website forms and sales pipeline to eliminate manual data entry, keep records updated, and streamline team notifications.

What you can automate?
Create CRM contacts from form submissions
Instantly turn every Formidable Forms submission into a new contact in Teamwork CRM the moment the form is sent. Eliminate manual copy-pasting and start follow-ups immediately.
📋
Capture every submitted form field
Map all custom answers from your Formidable Forms survey or contact page directly into Teamwork CRM fields instead of losing details in email notifications.
🔔
Notify your sales team instantly
Send automated alerts to your team in Slack or via email whenever a high-value form entry arrives, ensuring rapid response times for hot leads.
🔀
Route submissions based on form selections
Create different deals or assign contacts in Teamwork CRM depending on specific options selected by the user in your Formidable Forms questionnaire.
🔄
Keep CRM deal stages updated
Reflect pipeline progression and deal status changes across your tracking tools so your sales data remains consistent and up to date.
🔍
Search and update existing contacts
Check if a contact already exists in Teamwork CRM before creating a new record, preventing duplicate entries and keeping customer histories clean.
Manage follow-up tasks and activities
Automatically schedule follow-up notes, activities, or tasks in Teamwork CRM following a successful form submission.
🌐
Extend workflows to third-party apps
Connect your Formidable Forms and Teamwork CRM flow with Google Sheets, Mailchimp, or Gmail to log records, add mailing list subscribers, and send emails.
And much more...

Who is Formidable Forms + Teamwork CRM integration for?

Connecting Formidable Forms and Teamwork CRM streamlines lead generation and pipeline management for teams handling high volumes of website submissions.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Sales operations specialists
Sales operations specialists
CRM administrators
CRM administrators
📈
Performance marketers
You're running campaigns across multiple web forms but your reporting sheet only updates when someone manually exports submissions, so the conversion counts you're reviewing are always a few hours behind — automating both apps means every new submission lands in your CRM instantly and your campaign reporting stays current.
Sales representatives
You need to follow up with inbound leads immediately, but form entries sit in your inbox until someone copies them over manually, so prospects find out too late — with this integration, every contact and deal is created instantly so you can reach out first.
📊
Account managers
You answer to clients who want immediate visibility over inbound project requests, but consolidating web form data takes hours of manual formatting — automating both apps means incoming submissions flow straight into your tracking pipeline without manual effort.
👥
Customer support teams
The volume of inbound inquiry forms is too high for anyone to keep up with by hand, leading to missed client tickets and slow response times — connecting these apps means every submission triggers immediate contact creation and team notifications.
🔄
Sales operations specialists
You own the handoff from website leads to sales pipelines and depend on upstream form data arriving accurately, but manual transcription errors break your workflows — this integration means every field maps precisely into your CRM without data gaps.
🗂️
CRM administrators
You need a reliable customer history in Teamwork CRM and keep finding gaps caused by incomplete manual form entry — automating both apps means every submission is recorded consistently and your database remains accurate.
Our team

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Why choose Integrately to automate Teamwork CRM + Formidable Forms

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

1,500+ apps connected
1,500+ apps connected
Connect Teamwork CRM + Formidable Forms 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
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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 Formidable Forms to Teamwork CRM?
Frequently Asked Questions
You can connect Formidable Forms to Teamwork CRM instantly using 1-click ready workflows or Integrately AI. It links your WordPress form entries directly into your CRM contacts and deals, and you can also connect apps like Slack, Google Sheets, and Mailchimp.
Can I automatically create a Teamwork CRM contact when a form is submitted in Formidable Forms?
Frequently Asked Questions
Can I connect Formidable Forms, Teamwork CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Formidable Forms and Teamwork CRM?
Frequently Asked Questions
How does Formidable Forms pass data to Teamwork CRM?
Frequently Asked Questions
Can I manage deals and contacts in Teamwork CRM using form entries?
Frequently Asked Questions
Do I need coding skills to automate Formidable Forms and Teamwork CRM?
Frequently Asked Questions
Is the Formidable Forms and Teamwork CRM integration free?
Frequently Asked Questions
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You Can Also Connect Formidable Forms or Teamwork CRM With 1500+ Other Apps

Formidable Forms
Popular Formidable Forms Integrations
Connect Formidable Forms to CRMs, email marketing tools, and spreadsheets to capture and organise your website leads.
Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with accounting, customer support, and project management platforms to keep your sales pipeline connected.