Integrations Formidable Forms Close
Formidable Forms + Close

Connect Formidable Forms and Close to Build Intelligent Automations

Choose a Trigger

Formidable Forms

When this happens...

Choose an Action

Close

Automatically do this!

Ready to use Formidable Forms and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Triggers when a new form is submitted in a specified Formidable Form.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

Do thisActions

Action is the task that follows automatically within your Formidable Forms integrations.

Create Contact

Create Contact

create a contact.

Update Contact

Update Contact

Update an existing contact.

Create Task

Create Task

Creates a New Task.

Create Bulk Email

Create Bulk Email

create a bulk mail.

Delete Email

Delete Email

delete an Email on lead.

Update Call

Update Call

Updates a New call.

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Frequently Asked Questions

How do I start an integration between Formidable Forms and Close?

To start, connect both your Formidable Forms and Close accounts to viaSocket. Once connected, you can set up a workflow where an event in Formidable Forms triggers actions in Close (or vice versa).

Can we customize how data from Formidable Forms is recorded in Close?

Absolutely. You can customize how Formidable Forms data is recorded in Close. This includes choosing which data fields go into which fields of Close, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Formidable Forms and Close?

The data sync between Formidable Forms and Close typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Formidable Forms to Close?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Formidable Forms and Close?

Yes, you can set conditional logic to control the flow of data between Formidable Forms and Close. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Formidable Forms

About Formidable Forms

Formidable Forms is a powerful WordPress form builder plugin that allows users to create complex forms with ease. It offers a drag-and-drop interface, making it simple to build forms for various purposes, including contact forms, surveys, quizzes, and more. With advanced features like conditional logic, calculations, and integrations with popular services, Formidable Forms is ideal for businesses and individuals looking to enhance their website's functionality.

Learn More
Close

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

Learn More