Integrations

Formify seamlessly connects with your favorite tools and services to streamline your workflow. This guide covers all the integrations available and how to set them up.

Email Marketing Platforms

Mailchimp

Connect your forms to Mailchimp to automatically add subscribers to your lists:

Key features:

  • Add subscribers to specific lists
  • Update existing subscriber information
  • Sync custom fields
  • Tag subscribers based on form responses
  • Apply Mailchimp groups based on form selections

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select Mailchimp
  3. Click "Connect" and authorize your Mailchimp account
  4. Select your list and configure field mapping
  5. Save your settings

ConvertKit

Send form responses directly to your ConvertKit account:

Key features:

  • Add subscribers to specific forms or sequences
  • Tag subscribers based on form responses
  • Apply custom fields
  • Trigger automated sequences

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select ConvertKit
  3. Enter your API key and API secret
  4. Configure form mappings and tags
  5. Save your settings

Other Email Platforms

Formify also integrates with:

  • Constant Contact
  • ActiveCampaign
  • GetResponse
  • AWeber
  • Campaign Monitor
  • Drip

CRM Systems

HubSpot

Connect your forms to HubSpot to create and update contacts, companies, and deals:

Key features:

  • Create or update contacts
  • Create companies and associate contacts
  • Create deals and associate contacts
  • Set contact properties based on form responses
  • Add contacts to workflows or lists

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select HubSpot
  3. Click "Connect" and authorize your HubSpot account
  4. Configure object and field mappings
  5. Save your settings

Salesforce

Send form submissions directly to Salesforce as leads or contacts:

Key features:

  • Create leads or contacts
  • Update existing records
  • Map custom fields
  • Create or update related objects
  • Trigger Salesforce workflows

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select Salesforce
  3. Authorize your Salesforce account
  4. Configure object and field mappings
  5. Save your settings

Other CRM Integrations

Formify also integrates with:

  • Zoho CRM
  • Pipedrive
  • Microsoft Dynamics
  • Copper
  • Insightly
  • Agile CRM

Productivity Tools

Google Sheets

Send form submissions to a Google Sheets spreadsheet:

Key features:

  • Create new rows for each submission
  • Configure custom column headers
  • Append to existing sheets
  • Create new sheets automatically
  • Real-time syncing

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select Google Sheets
  3. Click "Connect" and authorize your Google account
  4. Select or create a spreadsheet and worksheet
  5. Configure column mappings
  6. Save your settings

Notion

Send form data directly to Notion databases:

Key features:

  • Create new database items
  • Map form fields to Notion properties
  • Support for all Notion property types
  • Real-time updates

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select Notion
  3. Authorize your Notion account
  4. Select a database and configure field mappings
  5. Save your settings

Trello

Create Trello cards from form submissions:

Key features:

  • Create cards in specific boards and lists
  • Set card titles and descriptions from form fields
  • Add labels and members
  • Create checklists based on form responses
  • Attach files uploaded in your form

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select Trello
  3. Authorize your Trello account
  4. Select board, list, and configure card details
  5. Save your settings

Slack

Send form submissions directly to Slack:

Key features:

  • Send notifications to specific channels
  • Customize message format
  • Include form data in messages
  • Add buttons for quick actions
  • Set up conditional notifications

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select Slack
  3. Authorize your Slack workspace
  4. Select channels and configure message format
  5. Save your settings

Other Productivity Integrations

Formify also integrates with:

  • Asana
  • ClickUp
  • Monday.com
  • Airtable
  • Microsoft Teams
  • Discord

Payment Processors

Stripe

Accept payments directly through your forms:

Key features:

  • One-time payments
  • Recurring subscriptions
  • Multiple currency support
  • Custom payment amounts
  • Conditional payment options

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select Stripe
  3. Connect your Stripe account
  4. Configure payment details and success/failure actions
  5. Save your settings

PayPal

Collect payments via PayPal:

Key features:

  • Express checkout
  • Multiple currency support
  • Custom payment amounts
  • Success/failure redirect options

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select PayPal
  3. Enter your PayPal credentials
  4. Configure payment settings
  5. Save your settings

File Storage

Google Drive

Send uploaded files directly to Google Drive:

Key features:

  • Store files in specific folders
  • Create folders dynamically based on form data
  • Set file permissions
  • Rename files based on form fields

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select Google Drive
  3. Authorize your Google account
  4. Select or create destination folders
  5. Configure file handling options
  6. Save your settings

Dropbox

Store form uploads in your Dropbox account:

Key features:

  • Save to specific folders
  • Create dynamic folder structures
  • Set file naming conventions
  • Handle duplicate files

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select Dropbox
  3. Authorize your Dropbox account
  4. Configure folder locations and file handling
  5. Save your settings

Other Storage Integrations

Formify also integrates with:

  • OneDrive
  • Box
  • Amazon S3

Marketing & Analytics

Google Analytics

Track form performance with Google Analytics:

Key features:

  • Track form views
  • Track form submissions
  • Track form abandonment
  • Set up conversion goals
  • Custom event tracking

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select Google Analytics
  3. Enter your tracking ID
  4. Configure event tracking options
  5. Save your settings

Facebook Pixel

Track conversions and build audiences with Facebook Pixel:

Key features:

  • Track form submissions as conversions
  • Create custom events
  • Build custom audiences based on form interactions
  • Advanced matching with user data

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select Facebook Pixel
  3. Enter your Pixel ID
  4. Configure event parameters
  5. Save your settings

Automation Platforms

Zapier

Connect your forms to 8,000+ apps through Zapier:

Key features:

  • Create multi-step workflows
  • Connect to virtually any application
  • Advanced filtering options
  • Custom data transformations

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select Zapier
  3. Set up your webhook URL
  4. Configure your Zap in Zapier
  5. Test and activate your Zap

Integromat (Make)

Build complex automation scenarios with Integromat:

Key features:

  • Visual workflow builder
  • Complex routing and conditional logic
  • Data transformation
  • Error handling

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select Integromat
  3. Set up your webhook
  4. Configure your scenario in Integromat
  5. Test and activate your scenario

Other Automation Platforms

Formify also integrates with:

  • Automate.io
  • Workato
  • Tray.io
  • N8n

Custom Integrations

Webhooks

Send form data to any custom endpoint:

Key features:

  • POST or GET request methods
  • Custom headers
  • JSON or form data format
  • Conditional triggers

Setup steps:

  1. Navigate to Form Settings > Integrations
  2. Select Webhooks
  3. Enter your endpoint URL
  4. Configure request method, headers, and payload format
  5. Test your webhook
  6. Save your settings

API

Build your own integrations using our API:

Key features:

  • RESTful API
  • Comprehensive documentation
  • Authentication options
  • Rate limiting information

Integration Troubleshooting

If you encounter issues with your integrations, try these steps:

  1. Check authentication: Make sure your account is properly connected
  2. Verify field mappings: Ensure form fields are mapped correctly
  3. Review logs: Check integration logs for error messages
  4. Test the integration: Use the test function to verify connectivity
  5. Contact support: If issues persist, contact our support team

Best Practices

  • Start with test forms: Set up and test integrations on a test form before using them in production
  • Use conditional logic: Only trigger integrations when necessary based on form responses
  • Check data privacy: Be aware of data sharing implications with third-party services
  • Monitor usage: Some integrations may have API limits or usage caps
  • Keep credentials secure: Regularly review and update integration credentials