Connect Formsite and CRM.io
Integrate Formsite with CRM.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All lists from CRM.io when When a form is submitted in Formsite
Search List by Name in CRM.io when When a form is submitted in Formsite
List All Tags from CRM.io when When a form is submitted in Formsite
Search Notes in CRM.io when When a form is submitted in Formsite
List All Companies from CRM.io when When a form is submitted in Formsite
Popular Formsite + CRM.io flows
Start from a real workflow other teams are already running.
Choose a trigger
Formsite
When this happens...
When a form is submitted
Choose an action
CRM.io
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
List All lists from CRM.io when When a form is submitted in Formsite
Use this flowSearch List by Name in CRM.io when When a form is submitted in Formsite
Use this flowList All Tags from CRM.io when When a form is submitted in Formsite
Use this flowSearch Notes in CRM.io when When a form is submitted in Formsite
Use this flowList All Companies from CRM.io when When a form is submitted in Formsite
Use this flowList All Deals from CRM.io when When a form is submitted in Formsite
Use this flowList All Pipelines from CRM.io when When a form is submitted in Formsite
Use this flowList All Products from CRM.io when When a form is submitted in Formsite
Use this flowList All Sources from CRM.io when When a form is submitted in Formsite
Use this flowList All Users from CRM.io when When a form is submitted in Formsite
Use this flowSupported Triggers & Actions
Everything you can automate between Formsite and CRM.io.
When this happensTriggers
A trigger is an event that starts a workflow.
When a form is submitted
Runs the workflow automatically whenever a form is submitted in Formsite.
Do thisActions
Action is the task that follows automatically within your Formsite integrations.
List All lists
Retrieves the detail of all lists
Search List by Name
Retrieves the detail of lists by name
List All Tags
Retrieves the detail of all tags
Search Notes
Retrieve notes for a contact by email.
List All Companies
Retrieves the detail of all companies
List All Deals
Retrieves the detail of all deals
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Formsite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn more
About CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Formsite and CRM.io accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Formsite and CRM.io as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach CRM.io. No coding required.
Yes. You can set up a workflow where Formsite triggers actions in CRM.io, and a separate workflow where CRM.io triggers actions in Formsite. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Formsite and CRM.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Formsite and CRM.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
