Formidable Forms + Virtuous CRM

Formidable Forms + Virtuous CRM integrations

Create new Virtuous CRM contacts from Formidable Forms entries

Effortlessly streamline your donor management process with this Formidable Forms and Virtuous CRM integration. When you receive a new entry in Formidable Forms, this workflow will instantly create a contact in Virtuous CRM, saving you time and ensuring that important information is always up-to-date. Focus on nurturing relationships with your donors while this automation handles the data entry for you.

When this happens...
New EntryTriggers when a new form is submitted.
TriggerInstant
automatically do this!
Create ContactCreates a contact.
ActionWrite

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More things you can do with Formidable Forms and Virtuous CRM

Discover other triggers and actions you can use with Formidable Forms and Virtuous CRM

- Form
  Required
Trigger
Instant
Try It
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact note status
Trigger
Instant
Try It
- Gift status
Trigger
Instant
Try It
- Tag Name
  Required
- Contact id
  Required
Action
Write

- Contact Name
  Required
- Contact Type
  Required
- IsPrivate
- Nickname
- Label
- Address 1
- Address 2
- City
- StateCode
- Zip Code
- Country
- IsPrimary_address
- Latitude
- Longitude
- Description
- Website
- IsArchived
- ReferenceId
- ReferenceSource
Action
Write
- ContactId
  Required
- Contact Name
  Required
- ContactType
  Required
- IsPrivate
- Nickname
- Description
- Website
- OriginSegmentId
- MaritalStatus
Action
Write

- Contact ID
- Email Address
- ReferenceSource
- ReferenceId
- Contact Name
  Required
- Contact Type
  Required
- IsPrivate
- Nickname
- Label
- Address 1
- Address 2
- City
- StateCode
- Zip Code
- Country
- IsPrimary_address
- Latitude
- Longitude
- Description
- Website
- IsArchived
Action
Search or write

- Form
  Required
Trigger
Instant
Try It
- Contact status
Trigger
Instant
Try It
New Form Submission
Triggers on a new form submission.
Trigger
Instant
Try It
- Contact id
  Required
- Type
  Required
- Note
  Required
- Note date time
- Important
- Private
- Time spent
Action
Write
- TaskType
  Required
- Task
  Required
- Description
- Due Date Time
  Required
- Owner
  Required
Action
Write
- ContactId
  Required
- GiftType
  Required
- GiftDate
  Required
- Gift Amount
  Required
- Batch
- Notes
- IsTaxDeductible
- IsPrivate
- ReceiptDate
- ReceiptSegmentId
- SegmentId
- CashAccountingCode
- Tribute
- State
- ProjectId
- Project Amount
- PremiumId
- Premium Quantity
- TransactionSource
- TransactionId
Action
Write
- Contact ID
- Email Address
- ReferenceSource
- ReferenceId
Action
Search

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

HelpHelp

Related categories

Forms & Surveys

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About Virtuous CRM

Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Fundraising

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