How to connect Form2chat and Integrately. A Step-by-Step Guide

We are thrilled to announce new integration with the Integrately.com platform!

If you're looking to automate your workflows and get your form submissions where they need to go, connecting Form2chat to Integrately is a quick and simple solution. Whether you're aiming to create new contacts, manage tickets, or sync your forms with your favorite CRM, Integrately allows seamless integration and automation in just a few clicks.

In this guide, we’ll walk you through how to easily connect Form2chat with Integrately and explore some of the most popular automations you can set up.

Why Connect Form2chat to Integrately?

Form2chat allows you to capture form submissions from your website and send them directly to your chat, ensuring that leads and inquiries never slip through the cracks. Integrately, a powerful automation platform, can then take these submissions and trigger actions in other applications, streamlining your workflow.

By connecting Form2chat to Integrately, you can:

  • Automate tasks like creating new contacts, tickets, or deals.
  • Eliminate manual data entry, saving time and reducing errors.
  • Enhance team collaboration by integrating with tools like Trello, Salesforce, and Freshdesk.

Step-by-Step: How to Connect Form2chat to Integrately

  1. Sign up or log in to Form2chat
    If you haven't already, create a free account on Form2chat. Once logged in, set up the form you'd like to integrate with Integrately.

  2. Sign up or log in to Integrately
    Head over to Integrately and sign up for an account, or log in if you already have one. Integrately supports a wide range of apps, making it easy to automate processes across different platforms.

  3. Choose an App to Connect
    In Integrately, start by selecting the app you want to connect to Form2chat. For instance, if you want to add new contacts to your CRM every time someone fills out your Form2chat form, you could choose apps like HubSpot, MailerLite, or Salesforce.

  4. Select an Automation
    After choosing the app, you’ll be prompted to select an automation trigger. Look for triggers like:

    • "When a form submission is added in Form2chat, create a new contact in Autopilot"
    • "When a form submission is added in Form2chat, create a new deal in Pipedrive"
    • "When a form submission is added in Form2chat, create a new ticket in Freshdesk"

    These are just a few examples—there are countless automations you can create based on your needs.

  5. Connect Your Form2chat Account
    Once you’ve chosen your automation, you'll need to connect your Form2chat account to Integrately. This is a simple process:

    • Go to the integration settings in Integrately.
    • Enter your Form2chat credentials to allow the systems to sync.

  6. Map Your Fields
    After connecting your accounts, map the fields from your Form2chat form to the fields in the app you’ve chosen. For example, map the "Name" field in Form2chat to the "Contact Name" field in HubSpot or Pipedrive.

  7. Test Your Automation
    Once everything is mapped, run a test submission to ensure the automation is working as expected. This allows you to spot and fix any issues before going live.

  8. Go Live
    If the test runs smoothly, activate your automation! From now on, your Form2chat submissions will trigger the chosen action in Integrately automatically.

Popular Integrately Automations for Form2chat

Here are some popular automations you can set up once Form2chat is connected to Integrately:

  • When a form submission is added in Form2chat, create a new contact in Autopilot
    Automatically add form submissions as new contacts in Autopilot, keeping your marketing campaigns up to date.

  • When a form submission is added in Form2chat, create a new ticket in Freshdesk
    Use form submissions to generate support tickets in Freshdesk, improving response time and customer service management.

  • When a form submission is added in Form2chat, create a new contact in MailerLite
    Automatically send leads from Form2chat into your MailerLite account to start email nurturing campaigns instantly.

  • When a form submission is added in Form2chat, create a new deal in Pipedrive
    Streamline your sales process by converting form submissions into deals in Pipedrive for quick follow-up.

  • When a form submission is added in Form2chat, create a new card in Trello
    Easily manage tasks by having form submissions generate new Trello cards, helping you stay organized.

  • When a form submission is added in Form2chat, create a new contact in HubSpot
    Keep your CRM updated by automatically sending form submissions to HubSpot, so your sales and marketing teams can act fast.

  • When a form submission is added in Form2chat, create a new record in Salesforce
    For businesses using Salesforce, automate the process of creating new records from Form2chat submissions, streamlining data entry.

 

Connecting Form2chat with Integrately opens up a world of automation possibilities, helping you save time and reduce the need for manual input. Whether you're adding new contacts, managing support tickets, or organizing projects, the connection between Form2chat and Integrately makes it easier to get your form submissions where they need to go.

Set up your automation today, and start enjoying a more efficient, streamlined workflow! If you haven’t yet, try out Form2chat and Integrately to see how simple automation can be.