Connect Your Forms to 25+ Leading Data Platforms #
FORMEPIC offers extensive data management integrations, enabling you to automatically send form submissions to your preferred data platforms, CRMs, databases, and workflow automation tools. With over 25 powerful integrations available, you can seamlessly sync form data across your entire tech stack without manual data entry or custom coding.
Instantly route form submissions to your data warehouse, trigger complex workflows in automation platforms, or synchronize contacts with your CRM. Every integration supports real-time data transfer, field mapping, and detailed execution logs. Connect your favorite tools in minutes and start automating your data workflows immediately.
The advantage? Eliminate manual data entry, reduce errors, maintain data consistency across platforms, and free up your team to focus on high-value work. FORMEPIC’s data management integrations ensure your form data flows exactly where you need it, when you need it, with complete reliability and detailed tracking.
Available Data Management Integrations #
| Integration | Description |
|---|---|
| Webhooks | Send form submissions to external URLs in real-time |
| Email Digest | Receive periodic summaries of form responses |
| Zapier | Connect your forms to 5,000+ apps with Zapier |
| Make (Integromat) | Visual automation platform with 1,500+ app integrations |
| Power Automate | Microsoft’s automation platform for Office 365 and beyond |
| n8n | Fair-code automation tool with self-hosting option |
| Pipedream | Developer-first automation platform with instant deploy |
| Workato | Enterprise automation platform with AI capabilities |
| Tray.io | General automation platform for complex workflows |
| Activepieces | Open-source automation tool with self-hosting |
| Huginn | Self-hosted automation system for building agents |
| Automatisch | Open-source business automation alternative to Zapier |
| Pabbly Connect | Affordable automation with unlimited workflows |
| Integrately | One-click automation with 1,000+ integrations |
| Albato | No-code integration platform with data transformation |
| Celigo | Enterprise-grade integration platform as a service |
| Automate.io | Simple automation for busy people |
| SureTriggers | WordPress-focused automation platform |
| Relay.so | Modern automation with human-in-the-loop workflows |
| IFTTT | Simple automation that connects your favorite apps |
| Apache Airflow | Platform for programmatically authoring and scheduling workflows |
| Prefect | Modern workflow orchestration for data teams |
| Temporal | Microservice orchestration platform for resilient apps |
| Kissflow | Low-code digital workplace platform |
| Google Tag Manager | Manage all your website tags without editing code |
| Google Analytics | Track and analyze your form performance |
| Mailchimp | Build your audience and grow your business with email marketing |
| HubSpot | Complete CRM platform with marketing automation |
| ActiveCampaign | Customer experience automation platform |
…and more integrations being added regularly.
How Data Management Integrations Work in FORMEPIC #
When someone submits your form, FORMEPIC can automatically send that data to any connected platform in real-time. You can:
- Send data to multiple destinations simultaneously with webhooks and automation platforms
- Map form fields to specific fields in your target systems
- Transform data using built-in or custom logic in automation tools
- Trigger complex workflows based on form submission criteria
- Set up conditional routing to send data to different systems based on responses
- Track every data transfer with detailed execution logs and retry mechanisms
- Sync with CRMs to automatically create or update contacts and deals
- Store in databases or data warehouses for long-term analysis
Each integration processes data in real-time, with automatic retries on failure, comprehensive error logging, and detailed status tracking to ensure no data is ever lost.
Setting Up Data Management Integrations #
Step 1: Choose Your Integration Method #
Navigate to the Integrations page and browse the Data Management or Automation categories. Decide whether you need:
- Direct webhook for simple, single-destination data transfer
- Automation platform for multi-step workflows and complex logic
- CRM integration for contact and deal management
- Email marketing platform for list building and campaign automation
Step 2: Configure Your Integration #
For Webhooks (simplest method):
- Click “Add Webhook” in the Integrations panel
- Enter your destination URL (provided by your target system)
- Select HTTP method (POST, PUT, or PATCH)
- Add custom headers if required (e.g., API keys, authentication)
- Configure retry attempts and delay for failed requests
- Test the webhook and enable it
For Automation Platforms (Zapier, Make, etc.):
- Create an account on your chosen platform
- Set up a new workflow/scenario with a webhook trigger
- Copy the webhook URL from the automation platform
- Add it as a webhook in FORMEPIC
- Send a test submission to verify connectivity
- Build the rest of your workflow in the automation platform
For Email Marketing & CRM (Mailchimp, HubSpot, etc.):
- Get your API credentials from the platform
- Navigate to Integrations and select your platform
- Enter your API key/credentials
- Select your form and target list/workspace
- Map form fields to platform fields
- Configure tags, segments, or automation triggers
- Enable the integration
Step 3: Map Your Data #
Most integrations allow you to map form fields to specific fields in your destination system:
- Use the field mapping interface to match fields
- Set default values for unmapped required fields
- Apply data transformations if needed
- Configure conditional field mappings based on form responses
Step 4: Test and Monitor #
- Use the Test feature to send sample data
- Verify data arrives correctly in your destination system
- Check field mappings and data formatting
- Review execution logs for any errors
- Monitor integration health from the dashboard
- Set up alerts for integration failures
AI-Powered Data Management Features #
FORMEPIC’s AI Assistant can help you:
- Suggest optimal integrations based on your use case and tech stack
- Generate webhook configurations with proper headers and authentication
- Recommend field mappings between systems automatically
- Troubleshoot failed integrations by analyzing error logs
- Optimize data workflows for efficiency and reliability
- Create complex automation scenarios with step-by-step guidance
- Identify data quality issues before they cause problems
Simply ask the AI Assistant questions like “Help me send form data to Salesforce” or “Why is my webhook failing?” and receive instant, actionable guidance tailored to your specific situation.
Requirements #
To use data management integrations in FORMEPIC:
- Destination System Access: Active account on your target platform with proper permissions
- API Credentials: API keys, tokens, or authentication credentials (varies by platform)
- Webhook Endpoint: For webhook-based integrations, you need a publicly accessible URL that can receive POST requests
- Field Mapping Understanding: Know which form fields should map to which fields in your target system
- Network Access: Your target system must be able to receive data from FORMEPIC’s servers
- Data Format Knowledge: Understand the data format expected by your destination system (usually JSON)
For automation platforms specifically:
- Account on the automation platform (Zapier, Make, etc.)
- Understanding of basic workflow concepts (triggers, actions, conditions)
- Time to set up and test your workflow scenarios
Tips & Tricks #
- Start with webhooks: For simple data transfer needs, webhooks are the fastest and most reliable option.
- Use automation platforms for complexity: If you need multi-step workflows, conditional logic, or multiple destinations, use platforms like Zapier or Make.
- Test with dummy data: Always test integrations with sample submissions before going live.
- Monitor execution logs: Regularly check logs to catch and fix issues early.
- Set up retry logic: Configure automatic retries for failed webhook deliveries to improve reliability.
- Use custom headers: Add authentication headers to secure your webhook endpoints.
- Map all required fields: Ensure all required fields in your destination system are mapped or have default values.
- Document your integrations: Keep notes on field mappings and business logic for future reference.
- Consider rate limits: Be aware of API rate limits on your destination systems and plan accordingly.
- Use test mode: FORMEPIC’s test mode lets you try integrations without affecting production data or using credits.
Important Notes #
- Real-time Processing: All data management integrations process submissions in real-time as they arrive. There’s no delay between form submission and data transfer.
- Retry Mechanisms: Webhooks automatically retry failed deliveries up to your configured number of attempts, with increasing delays between retries.
- Data Privacy: When sending data to external systems, ensure you comply with data protection regulations (GDPR, CCPA, etc.) and have proper consent from respondents.
- Security Considerations: Always use HTTPS endpoints for webhooks and store API credentials securely. Never share API keys publicly.
- Execution Logs: FORMEPIC maintains detailed logs of all integration executions, including timestamps, status codes, and error messages for 30 days.
- Field Data Types: Some platforms have specific data type requirements. Ensure form field types match what your destination system expects.
- Webhook Payload Format: FORMEPIC sends webhook data in JSON format with a standardized structure. Review the payload format in our webhook documentation.
- Rate Limits: Some platforms impose rate limits on API calls. Monitor your usage to avoid throttling.
- Test Mode Available: All integrations work in test mode, allowing you to validate configurations without affecting production systems or consuming credits.
Common Issues & Troubleshooting #
Integration Not Sending Data #
Solution: Check that the integration is enabled in your form settings. Verify your API credentials are correct and haven’t expired. Review the integration’s status in the dashboard and check execution logs for error messages. Ensure your form is published and not in test mode (unless intentional).
Webhook Returning Errors (4xx/5xx) #
Solution: Verify the webhook URL is correct and accessible. Check that required headers (authentication, content-type) are properly configured. Review your destination system’s API documentation for required parameters. Test the endpoint independently using tools like Postman. Check if your target system has IP whitelist requirements.
Data Not Appearing in Destination System #
Solution: Verify field mappings are correct and match the destination system’s requirements. Check if required fields in the destination system have values or defaults. Review data type compatibility (text, number, date formats). Look for transformation or validation rules in the destination system that might be rejecting data. Check execution logs for successful delivery but failed processing.
Duplicate Submissions Being Sent #
Solution: This usually indicates multiple webhook configurations or automation rules. Review all active webhooks and disable duplicates. Check your automation platform for duplicate workflows. Verify conditional logic isn’t triggering the same integration multiple times. Review execution logs to identify the source of duplicates.
Authentication Failures #
Solution: Regenerate API keys/tokens in your target system and update them in FORMEPIC. Verify the authentication method matches what your system expects (Basic Auth, Bearer token, API key header). Check if your account permissions include API access. Ensure tokens haven’t expired and have proper scopes/permissions.
Slow Data Transfer #
Solution: Check if your destination system is experiencing performance issues. Review execution logs for processing times. Consider if large file uploads are causing delays. Verify network connectivity and check for firewall issues. Some platforms have rate limits that can slow processing—consider spreading submissions over time if possible.
Field Mapping Errors #
Solution: Ensure all required fields in the destination system are mapped or have defaults. Verify field names match exactly (including case sensitivity). Check data type compatibility between form fields and destination fields. Review any field validation rules in the destination system. Use automation platforms for complex data transformations if needed.
Integration Working Intermittently #
Solution: Check your destination system’s uptime and service status. Review rate limit usage—intermittent failures might indicate throttling. Verify network stability and firewall rules. Check if your API credentials are being rotated automatically. Monitor execution logs to identify patterns in failures (time of day, submission volume, etc.).
Cannot Connect to Self-Hosted Tools #
Solution: Ensure your self-hosted tool is accessible from the internet (not just localhost). Configure proper firewall rules to allow incoming connections from FORMEPIC’s servers. Use HTTPS with valid SSL certificates (self-signed certificates may be rejected). Check if your hosting provider blocks external webhook requests. Test connectivity using online webhook testing tools.
Data Transformation Issues #
Solution: Use automation platforms like Zapier, Make, or n8n for complex data transformations. These platforms offer visual editors for mapping, formatting, and transforming data before sending to destination systems. Consider using FORMEPIC’s conditional logic and calculation fields to prepare data before submission. Document any custom transformation logic for troubleshooting.
