SureForms submissions can go straight into your CRM or email list the moment someone submits- no manual entry review needed.
This guide covers how to connect SureForms as a FlowSync source, map its fields, and activate the sync.
What you’ll need
- SureForms installed and active, with at least one form published.
- FlowSync installed and active.
- A CRM or email integration already connected under FlowSync → Integrations.
Step 1: Create the workflow and pick SureForms as the source
- Go to FlowSync → Workflows → Add New.
- In the When · Source step, select SureForms as the source and Form Submitted as the trigger.
- Optional: in If · Conditions, add a Form condition and select the specific form. Skip this to run the workflow for every SureForms form on the site.
Step 2: Add your CRM or email action
- Add a Do · Action step and choose your connected integration’s action, for example, Add to List or Sync Contact.
- The integration must already be connected under FlowSync → Integrations before it shows up here.
Step 3: Map your fields
| Form field | FlowSync field | Plan |
|---|---|---|
| Email field | Email Address | Free |
| Name field (first/last) | First Name / Last Name | Free |
| Single Name field | Full Name | Free |
| Any other field | form_field_{field key} | Pro |
- SureForms detects file upload fields by checking whether the field’s key contains the word “upload”. If you rename an upload field’s key to something without “upload” in it, FlowSync maps its raw value instead of a public URL.
- Checkbox groups and multi-select fields map to a single field, with values joined by commas.
Step 4: Activate
Save the workflow and set its status to Active. New submissions start syncing immediately. FlowSync doesn’t back-fill entries submitted before the workflow was active.
If something goes wrong
- Upload field maps to a strange value instead of a URL. Check that the field’s key contains “upload”. If you renamed it, FlowSync can no longer detect it as a file field.
- Form isn’t listed in the Form condition dropdown. Confirm the form was actually published; only real SureForms form posts are listed.
- Workflow never fires. Confirm SureForms is active and the form submission completed successfully.
- Not sure why a run failed. Check FlowSync → Logs for the run and read the exact error returned by your CRM.
Still need help? Contact our support team, and we’ll help you get it working.