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Connect Kizeo Forms to Freshsales

Use 2 documented Kizeo Forms triggers to run 5 documented Freshsales actions.

2 source triggers
5 target actions

Why Connect Kizeo Forms & Freshsales?

Start with a Kizeo Forms event

Choose from 2 documented triggers, including New Form Created, New Form Data Created.

Run a Freshsales action

Send the event into one of 5 documented actions, such as Create Contact, Create Deal, List All Contacts.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Kizeo Forms

Triggers (2)

New Form Created

Emit new event when a new form is created on Kizeo Forms. See the documentation

polling
New Form Data Created

Emit new event each time new form data is created in Kizeo Forms. See the documentation

polling

Actions (4)

Create User

Creates a new user in the Kizeo Forms platform. See the documentation

Export Form Data to CSV or Excel

Exports data from a form to CSV or Excel format. See the documentation

Export to PDF

Exports data from a chosen export (Word or Excel) to PDF format. See the documentation

List Unread Form Data

Retrieves a list of unread form entries/data from Kizeo Forms. See the documentation

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Freshsales

Actions (5)

Create Contact

Create a new contact in your Freshsales account. See the documentation

Create Deal

Create a new deal in your Freshsales account. See the documentation

List All Contacts

Fetch all contacts from your Freshsales account. See the documentation

List All Deals

Fetch all deals from your Freshsales account. See the documentation

List Owner ID Options

Retrieves available options for the Owner ID field.

Integration Features

2 documented Kizeo Forms triggers
5 documented Freshsales actions
Configurable field mapping
Conditional workflow steps
Execution monitoring

Capability Examples

Kizeo Forms trigger → Freshsales action

Catalog example
Kizeo FormsKizeo Forms

New Form Created

FreshsalesFreshsales

Create Contact

How It Works

1

Connect Apps

Authenticate your Kizeo Forms and Freshsales accounts

2

Choose a Trigger

Select a documented Kizeo Forms event

3

Choose an Action

Select the documented Freshsales operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 2 documented Kizeo Forms triggers.

Automated Actions

Run one of 5 documented Freshsales actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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All Kizeo Forms Integrations

Explore all available Kizeo Forms connections

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All Freshsales Integrations

Explore all available Freshsales connections

View All Integrations

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