--- title: "Connect Formidable Forms to ForceManager CRM - APIANT.ai" description: "When \"New Entry\" fires in Formidable Forms, your agent runs \"Add contact\" in ForceManager CRM." canonical: "https://apiant.ai/connect/formidable-forms-to-forcemanager-crm" --- # Connect Formidable Forms to ForceManager CRM When **New Entry** fires in [Formidable Forms](https://apiant.ai/connections/formidable-forms), your agent runs **Add contact** in [ForceManager CRM](https://apiant.ai/connections/forcemanager-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Formidable Forms **1** trigger Formidable Forms **5** actions ForceManager CRM **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Formidable Forms and ForceManager CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Formidable Forms can start in ForceManager CRM - When **New Entry** in Formidable Forms then **Add contact** in ForceManager CRM - When **New Entry** in Formidable Forms then **Add sales order** in ForceManager CRM Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Formidable Forms and ForceManager CRM ## Triggers and actions 1 trigger · 31 actions - Trigger **New Entry** Triggers when a new entry is submitted to a Formidable form. - Action **Create Entry** Creates a new entry in a Formidable form using the values you supply for that form's fields, and returns the created entry. - Action **Find Entries** Returns the entries that contain a search value in any of their fields, optionally limited to one form. - Action **Get Entry** Returns one form entry by its ID or key, including its saved field values. An error occurs if the entry is not found. - Action **Get Form** Returns one form's details, such as its name, key, description and preview link. - Action **List Forms** Returns the forms on your Formidable Forms site, with each form's ID, key, name and creation date. - Action **Add account** Create an account (company/person). - Action **Add activity** Create an activity. - Action **Add calendar event** Create a calendar event. - Action **Add call** Log a call. - Action **Add contact** Create a contact. - Action **Add opportunity** Create an opportunity. - Action **Add product** Create a product. - Action **Add sales order** Create an order header. - Action **Delete account** Delete an account. - Action **Delete contact** Delete a contact. - Action **Delete opportunity** Delete an opportunity. - Action **Get account** Get an account by ID. - Action **Get activity** Get an activity by ID. - Action **Get call** Retrieves a single call record by id. - Action **Get contact** Get a contact by ID. - Action **Get opportunity** Get an opportunity by ID. - Action **Get sales order** Returns one sales order header by id. - Action **List accounts** List accounts, paginated, with optional filters. - Action **List activities** List activities. - Action **List contacts** List contacts. - Action **List opportunities** List opportunities. - Action **List products** List products. - Action **Update account** Update an account. - Action **Update activity** Update an activity. - Action **Update contact** Update a contact. - Action **Update opportunity** Update an opportunity. ## Each app on its own - [ **Formidable Forms** Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom...](https://apiant.ai/connections/formidable-forms) - [ **ForceManager CRM** Mobile CRM for field sales teams that logs calls, visits, and emails and tracks pipeline, opportunities, and...](https://apiant.ai/connections/forcemanager-crm) Reviews ## What our customers say ## More from Formidable Forms - [ **Formidable Forms to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/formidable-forms-to-hubspot) - [ **Formidable Forms to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/formidable-forms-to-salesforce) - [ **Formidable Forms to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/formidable-forms-to-slack) - [ **Formidable Forms to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/formidable-forms-to-google-sheets) - [ **Formidable Forms to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/formidable-forms-to-gmail) - [ **Formidable Forms to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/formidable-forms-to-google-calendar) ## More into ForceManager CRM - [ **HubSpot to ForceManager CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-forcemanager-crm) - [ **Salesforce to ForceManager CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-forcemanager-crm) - [ **Slack to ForceManager CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-forcemanager-crm) - [ **Google Sheets to ForceManager CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-forcemanager-crm) - [ **Gmail to ForceManager CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-forcemanager-crm) - [ **Google Calendar to ForceManager CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-forcemanager-crm) Questions ## Formidable Forms and ForceManager CRM, answered ### ### What can start an automation from Formidable Forms? Any of Formidable Forms's 1 trigger in the catalog, including New Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ForceManager CRM when something happens in Formidable Forms? Any of ForceManager CRM's 26 actions, including Update account, Update activity, Update contact and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ForceManager CRM to Formidable Forms? ForceManager CRM has no triggers in the catalog today, so automations start in Formidable Forms. If you need the other direction, ask: your agent reads ForceManager CRM's API documentation and adds it. ### ### Do I have to build a connector for Formidable Forms or ForceManager CRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Formidable Forms and ForceManager CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.