Integrations
Connect OneForm to the apps your firm already uses.
The basics
Team chat
- Connect SlackPost a message to a Slack channel for each new submission or report, with the key answers and a button to review it.
- Connect Microsoft TeamsPost a card to a Teams channel for each new submission or report, with the key answers and a button to review it.
- Connect Google ChatPost a message to a Google Chat space for each new submission or report, with the key answers and a review link.
- Connect DiscordPost a message to a Discord channel for each new submission or report, with the key answers.
Spreadsheets and files
- Connect Google SheetsAdd a row to a Google Sheet for every response, or keep a sheet of your leads with their scores.
- Connect Microsoft ExcelAdd a row to an Excel workbook in your OneDrive for every response, or keep a workbook of your leads with their scores.
- Connect Google DriveSave every report PDF into a Google Drive folder, with a sub-folder per client if you like, or send finished reports in one go.
- Connect OneDriveSave every report PDF into a OneDrive folder, with a sub-folder per client if you like, or send finished reports in one go.
CRMs
- Connect HubSpotAdd or update the client as a HubSpot contact, with their OneForm lead score, from the Leads page or a workflow.
- Connect PipedriveAdd or update the client as a Pipedrive person, with their OneForm lead score and grade, from the Leads page or a workflow.
- Connect SalesforceCreate or update a Salesforce lead for each client, rated Hot, Warm or Cold from their OneForm lead score.
- Connect Zoho CRMAdd or update the client as a Zoho CRM lead, with their OneForm lead score in the description.
Email, calendars and video
- Send workflow emails from your Outlook mailboxSend a workflow's emails from your own Microsoft 365 or Outlook.com address, so replies come back to your inbox.
- Connect Google Calendar and Google MeetKeep your busy times off your booking pages, put booked calls on your Google Calendar, and give calls a Google Meet link.
- Connect Outlook Calendar and Teams meetingsKeep your busy times off your booking pages, put booked calls on your Outlook calendar, and give calls a Teams meeting link.
- Zoom for OneForm ↗Add, use and remove the Zoom app.
Developers and AI agents
- Send data to another app with webhooksSend each submission and report to any web address, for apps OneForm doesn't connect to yet. Usually set up by a developer.
- Connect Claude, ChatGPT and other AI agentsLet AI assistants like Claude, ChatGPT and Cursor work in OneForm for you, as you, with only what you allow.
- Move your leads into TaxDomeDownload your leads as a file ready for TaxDome's client import, with their lead score, grade and tags.
- Developer docs ↗The REST API, webhooks, embeds and the MCP server.
- AI agents (MCP) ↗Connect Claude, ChatGPT, Cursor and other AI tools.