CRM & Zapier Connectors

Plug InfiForm into your sales CRM and automation pipelines to instantly trigger sales reps, Slack alerts, and deal stages.

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Slack Notifications

Receive a formatted Slack message in your designated #leads or #feedback channel whenever a user submits a form:

• Supports private channels and public channels.
• Formatted Slack markdown with respondent name, email, rating, and answers.
• Direct button inside Slack to open the submission in InfiForm.

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HubSpot & Pipedrive

Automatically qualify and create CRM contacts:

• Contact Creation: Automatically creates or updates contact records matching by email address.
• Deal Creation: Trigger a new deal or lead card in your sales pipeline with stage assignment.
• Custom Properties: Map any InfiForm question to standard or custom CRM contact properties.

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Zapier & Make (Integromat)

For thousands of additional workflows:

1. Search for InfiForm in the Zapier or Make app directory.
2. Select the "New Form Submission" trigger.
3. Test your trigger to pull in your most recent test submission.
4. Chain actions into Gmail, Salesforce, Mailchimp, Discord, Asana, ClickUp, or Stripe.