Inbound lead capture
Automatically create new leads in Freshsales from contact form or demo request submissions so your sales team can start outreach immediately.
CRM & SALES
Youform meets
Freshsales.
Automatically create leads and contacts in Freshsales from form submissions. Use Youform as the starting point for a workflow in Zapier, then map your answers to an available Freshsales action.
See how to connectLET’S PUT IT TOGETHER
From an answer
to a next step.
Set up your connection once, then let it become part of the way you work.
Explore Youform on ZapierMake a form for the information you need
Start from a Youform template or build your own. Include the fields your next step needs, such as a name, email address, or project brief.
Choose your connection in Zapier
Connect Youform as your trigger and choose Freshsales as the next app. Select an action supported by the connector and your account.
Map your answers and test the workflow
Match your form fields to the action fields. Check a test result in Freshsales, then activate the workflow when it behaves as expected.
GOOD THINGS YOU COULD SET IN MOTION
A few ideas
to get you started.
Choose an action available in your automation tool, then use these ideas to shape your workflow.
Deal creation from quotes
When prospects fill out a quote request form, automatically create deals in your Freshsales pipeline with the project details and budget information.
Lead qualification and scoring
Capture qualifying information through your form and map it to Freshsales custom fields so leads arrive pre-scored and ready for prioritization.
Territory-based lead routing
Use form fields like location or company size to automatically assign leads to the right sales rep or territory in Freshsales.
Is this a native Youform integration?
This connection uses Zapier between Youform and Freshsales. You configure the action and field mapping in Zapier.
Which actions can I use?
Choose from the actions currently available for Freshsales in Zapier. Your connected account and the fields required by that action determine what you can send.
How can I avoid duplicate sales contacts?
Choose the record type your team uses and use an available lookup or update action with a stable identifier, such as email. Decide what should happen when no record is found before creating a new lead or contact.
Which plan do I need?
Youform offers unlimited forms and responses on its free plan, within fair usage guidelines. Check the current plans for your chosen features. Any connected app or automation service has its own pricing and usage limits.
