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Categories
CRM
Made by
Zapier
Trengo
Trengo is a unified inbox and team-communication platform that brings together messages from webchat, email, WhatsApp, SMS, social media, and more into one shared workspace.
When you connect the forms you build in forms.app to Trengo via Zapier, you can automatically create new contacts, conversations, or internal notes in Trengo whenever someone submits your form. This means your intake form becomes an active trigger for your team workflows.
How to connect your forms with Trengo via Zapier
When you use forms.app as the trigger and select Trengo as the action in Zapier, your workflow becomes: a new form submission arrives in forms.app, Zapier triggers, then Trengo creates a record (such as a contact, conversation, or note) with the submission data. This allows your team to pick up on leads or requests immediately.
What youâll need
- A forms.app account (to build your form and collect responses)
- A Zapier account (to build the automation: forms.app â Trengo)
- A Trengo account (to receive contacts, conversations or notes created via the integration)
5 Steps to Set Up Trengo + forms.app Integration
- In your forms.app dashboard, build and publish your form so that submissions will trigger the âNew Form Submissionâ event in Zapier.
- In Zapier, click âMake a Zapâ â choose forms.app as the trigger app â select the âNew Form Submissionâ trigger â connect your forms.app account.
- Add the next step: select Trengo as the action app â choose the appropriate action, for example âCreate Contactâ or âCreate Conversationâ â connect your Trengo account.
- Map the form submission fields (for example: Name, Email, Phone, Message) into the corresponding fields in Trengo so the data lands correctly (e.g., contact name, email, initial conversation message).
- Test your Zap with a sample form submission â check in Trengo that the contact/conversation appears as expected â once successful, turn the Zap on.
With the integration of forms.app and Trengo, youâll automate your intake-to-team-workflow pipeline.