The Wufoo Blog

Save Your Sanity with CRM Integrations

By Johan Lieu · December 2nd, 2014

We know that many Wufoo customers use their Wufoo forms to help them save time and run their business as smoothly as possible. You guys do everything from managing mailing lists, creating registration forms, accepting online orders, and capturing leads from potential clients and customers. Another way to help you save even more time (and yes, that oh-so-important sanity!) is to integrate your forms with a CRM. Ever thought about connecting your forms to a CRM? Good, because this blog post’s for you.

So without further ado, here are three CRM integrations that we’ve integrated with—for good reason, they’re awesome—that you’re going to want to check out and see which one is right for you and your business. And don’t forget, these are just a sampling. We have a ton of other integration partners to choose from too.

Agile CRM

agileCRM

A relative newcomer to Wufoo’s stable of integrations, Agile CRM uses webhooks to connect your Wufoo form to Agile CRM. It’s super easy to setup and they’ve created a really easy to follow and thorough guide to setup your integration. Agile lets you easily push form entries to their system to quickly setup a contact within Agile CRM. You can even pass in tags and other pieces of information you want to track on a per contact basis. And from Agile CRM, you can then integrate with other websites and applications to kick off automated marketing campaigns based off this information.

Capsule

Another great CRM that’s popular with other Wufoo users is CapsuleCRM. Capsule also uses webhooks to seamlessly integrate your Wufoo forms with their service. Using CapsuleCRM, you’ll be able to create Wufoo contact forms and have the contacts automatically show up in CapsuleCRM for you to manage. From there, you’ll be able to keep the conversation going with your leads and hopefully turn them into customers!

Solve CRM

The final most popular CRM amongst your fellow Wufoo users is Solve. Solve CRM also uses webhooks to setup and integrate your Wufoo forms with their CRM application. Using Solve CRM, you can also push contact’s information from your Wufoo forms to Solve CRM to allow you to manage and cultivate the relationship and conversation between you and potential customers. Solve CRM also has a nice integration with Google Apps as well as many integrations with other services to extend your ability to manage your leads. Plus, they have a great walkthrough video!


That was a quick (phew!) run-down of some of the most popular CRM integration Wufoo has to offer. And again, remember that there are a ton more CRM integrations that we offer which you can find at our integrations page. If you’ve use one of these CRM integrations, we’d love to know how you use it to make your life easier and save your sanity. Please comment and share it below!

This entry was posted 2 years ago and was filed under Integrations. Comments are currently closed.

Comments

  1. Wufoo also integrates with Ontraport with this app: https://app.itmooti.com/

    Ontraport is a marketers dream machine.

    Wufoo adds the ease and smarts to collect the data in creative ways to better qualify leads.

    Posted 2 years ago by Andrew.
  2. I see nothing here for integration with Contactually, is there a future for this to happen?

    Posted 1 year ago by Brian.
  • Search

  • About

    The Wufoo Blog is the official online publication written by the developers of Wufoo about their online form builder, form-related technologies, and whatever else may fit their fancy—like robots.

  • Archives