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Forms

Every form lead in your CRM, with a follow-up

Connect your contact, demo or quote form once. Each submission adds the person, a note with every answer, and a task to follow up today.

  1. In the app, open Integrations, choose your form tool and click Connect. Choose whether each lead also makes a deal, and who gets the follow-up task, then copy the address. It’s shown once.

  2. Paste it into your form tool’s webhook settings (below).

  3. Send a test submission. The page shows what it added, with links to the person and the deal.

Where to paste the address

Typeform

Open the form, then Connect → Webhooks. Add a webhook with the address, and turn it on.

Tally

Open the form, then Integrations → Webhooks. Connect, and paste the address.

Jotform

Open the form, then Settings → Integrations. Search for WebHooks, paste the address, and complete the integration.

Webflow

In the site settings, open Apps & integrations → Webhooks. Add a webhook with the trigger type Form submission and the address.

Any other tool

Anything that sends a webhook works: a POST with JSON or form data. Name the fields “Name” (or “First name” and “Last name”), “Email”, “Phone” and “Company”.

What each submission adds

The address acts as you, in one workspace, and can only add leads. Pause or remove it on the Integrations page at any time, and it stops at once; it also stops if you leave the workspace. Owners see and can turn off every address in their workspace.

Want more control, or a tool without webhooks? Use Zapier, Make or n8n with the REST API.

  • The person, with their email and phone, and their company when the form asks for it.
  • A note with the form’s name and every answer, so nothing the visitor typed is lost.
  • A follow-up task, due today, for the member you choose: an email when there’s an address, a call when there isn’t.
  • A deal, if you turn it on: in the stage you choose, or the person’s open deal in that pipeline. A “Budget”, “Price”, “Value” or “Amount” answer that is a plain number becomes its value.
  • The same email again? The note goes on the existing person, not a duplicate.
  • No name and no email in a submission? Nothing is saved, and the form tool shows the error.

Try it on your own pipeline

Bring in your Pipedrive, HubSpot or spreadsheet export, and check the preview before anything is saved. Or try the live demo first, with no sign-up.

Start free trial Try the live demo

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