Connect Formbot to your existing tools

Choose the connection that matches the job.

Open this guide in the help center →

When to use this. Your team needs form responses in the CRM it already uses.

What you’ll need. Access to the source form, destination service, and required connection permissions.

  1. Start with a supported integration

    Use the app’s available integration settings for services such as payments, calendars, Mailchimp, or Zapier. The Formbot website also provides Salesforce and HubSpot demos.

  2. Connect the correct account

    Authorize the business account you intend to use and review the service permissions. Avoid testing with a personal account that will later be removed.

  3. Map and test the data

    Match form fields to destination fields. Test a sample that includes optional fields, special characters, and the date formats you use.

  4. Confirm both ends

    Check the source record and the destination system. Review logs where available and avoid repeated test sends that create duplicate records.

How to know it worked

The destination contains one correct record for the sample source response.

Features covered

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