Integrate Happyforms with Teamwork CRM
Send information between Happyforms and Teamwork CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Teamwork CRM each time a form is filled out on Happyforms
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will generate a new contact in Teamwork CRM using the form responses obtained from Happyforms.
How it works
- The flow triggers when a form entry is submitted in Happyforms.
- Zoho Flow creates a new contact in Teamwork CRM.
Create a contact in Teamwork CRM each time a form is filled out on Happyforms
Happyforms + Teamwork CRM
Build your own integrations between Happyforms and Teamwork CRM
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Supported triggers and actions
Integrate Happyforms and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submitted
Triggers when a form entry is submitted
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company updated
Triggers when a company is updated
All Actions - Actions are the automated tasks
Create lost reason
Creates a new lost reason
Create deal
Creates a new deal
Create note
Creates a new note
Create product
Creates a new product
Create company
Creates a new company
Create contact
Creates a new contact
What is Happyforms?
Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.
Similar apps
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow and Zoho's suite of products have helped us increase our efficiency by at least 50%. Thank you, Zoho, for such a wonderful software ecosystem.
Sanjay Batra
CEO, Infinite Solutions
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
Greg Szabo
Operations Manager, Syncify
Zoho Flow has been a game-changer for us, streamlining our communication and saving us from laborious manual work. The time saved is now used to enhance our customer experience.
Briana Moriarty
Head of HR and Operations, Syncify
