Formcrafts - a form and survey platform for Salesforce, HubSpot, etc
  1. Templates
    1. All templates illustration
      All templates
    2. Application forms illustration
      Application forms
    3. Calculation forms illustration
      Calculation forms
    4. Lead generation forms illustration
      Lead generation forms
    5. Customer service illustration
      Customer service
    6. Evaluation forms illustration
      Evaluation forms
    7. Survey and feedback illustration
      Survey and feedback
    8. Operations forms illustration
      Operations forms
    9. Payment forms illustration
      Payment forms
    10. Booking and registration illustration
      Booking and registration
    11. Salesforce forms illustration
      Salesforce forms
    12. Other forms illustration
      Other forms
  2. Features
    1. 18 Form Fields illustration
      18 Form Fields
    2. 19 Integrations illustration
      19 Integrations
    3. Conditional Logic illustration
      Conditional Logic
    4. Multi-step Forms illustration
      Multi-step Forms
    5. Calculations illustration
      Calculations
    6. Partial Submissions illustration
      Partial Submissions
    7. Save & Resume illustration
      Save & Resume
    8. Payments illustration
      Payments
    9. Hidden Fields illustration
      Hidden Fields
    10. Dynamic Dropdowns illustration
      Dynamic Dropdowns
    11. Engagement analysis illustration
      Engagement analysis
    12. Multilingual forms illustration
      Multilingual forms
  3. Pricing
  4. Help
  5. Login
  6. Signup
    →
  • Help index
  • Features
    • Conditional logic
    • Prefill forms
    • Multi-step forms
    • Calculations
    • Partial submissions
    • Field references
    • Save and resume
    • Hidden fields
    • Dynamic lookup
    • Workflows
    • Dynamic dropdowns
    • Multilingual forms
    • Privacy mode
    • Success message
    • Form redirect
    • GA/GTM
    • Accept payments
    • Linked forms
    • Disable form
  • Styling
    • Custom CSS
    • Custom fonts
    • Color scheme
    • Form background
  • Analytics
    • Test mode
    • Overview
    • Field analytics
    • Form engagement
  • Workflows
    • Send emails
    • Form redirect
    • Success message
    • Webhooks
    • Create PDF
    • ActiveCampaign
    • Asana
    • Mailchimp
    • Front app
    • Freshdesk
    • Google Sheets
    • Pipedrive
    • Linear
    • Klaviyo
  • Sharing
    • Custom form link
    • Embed on a page (inline)
    • Embed on a page (popup)
    • Embed in emails
    • Embed on WordPress
    • Embed on Shopify
    • Embed on Squarespace
  • Salesforce
    • Overview
    • Create records
    • Update records
    • Related records
    • Dynamic picklists
    • Attach files
    • Create PDFs
    • Form prefill
  • HubSpot
    • Overview
    • Create contact form
    • Create lead capture form
    • Create customer survey
    • Prefill HubSpot form
    • Embed on HubSpot page
    • Uninstall
  • Zendesk
    • Create ticket form
    • Create CSAT survey
    • Embed on Help Center
    • Prefill ticket form
  • Admin
    • Users
    • Custom domain
    • Vanity subdomain
    • Subscription
  • Developers
    • Embed Library
    • API keys
    • API v1
    • API v2
  • Others
    • Partner program
    • GDPR compliance
    • Workflow logs
    • White labeling
    • Form speed
    • Zapier
    • Migration
  • Contact
  1. Help
  2. ›
    Workflows
  3. ›
    Front app

Create Front Contacts and Messages

On this page
  1. Introduction
  2. Create a new form
  3. Create a workflow
  4. Configure the action
  5. Save and test
  6. Notes
    1. Attaching files
    2. Create CSAT surveys
    3. Conditional workflows

Introduction

Front workflow allows you to turn new form responses into messages and contacts in Front. This can allow you to create customer support forms ↗, or contact us forms ↗ that leverage the power of Formcrafts while also allowing you to manage the responses in Front.

Create a new form

On your Formcrafts dashboard ↗ click on Add Form → Start from scratch. Enter a Form name and hit enter. This will create a new form.

You can also create a new form by clicking on Add Form → Use a Template and selecting a template. This would allow you to skip this step.

Now add some basic fields to your form using the Add field button on the top-left corner of the form editor:

  1. Name (One line input)
  2. Email (Email)
  3. Comments (Comment)
Simple contact us form
Simple contact us form

Create a workflow

Click on the Workflows button on the top-left corner of the form editor, and then click on the Add workflow button.

Now edit the new workflow, and click on Add action. Under (select action) find Front, and click on Connect to Front.

Connect to Front workflow
Connect to Front

At this stage you will be asked to connect your Front account. Proceed as directed.

Configure the action

The last stage is to configure the workflow action.

Under Inboxes you can choose one or more inboxes to send the message to.

Then we would use the section Field mapping to map the form fields to their respective Mailchimp counterpart.

Under (Form data) you can use plain text or reference fields using the @ key. We will create the following field mappings:

Configuration and field mapping between Formcrafts and Mailchimp
Mailchimp workflow configuration

We have mapped the form field Name to both Contact: Name and Message: Sender name.

We have mapped the form field Email to both Contact: Email and Message: Sender email.

We have mapped the text ”[email protected]” to Message: To. This is the email address of the person who will receive the message.

We have mapped a combination of plain text and a reference (Support - @Form name) to Message: Subject. If your form is named “App dashboard” then the subject of new messages will be “Support - App dashboard”.

We have mapped the special reference Response Summary to Message: Body. This will include a summary of the form response in the message.

Note: if you don’t want to create a contact simply skip the Contact: fields.

Save and test

Click on the Preview button on the top-right corner of the form editor, and submit the form to test the workflow.

Formcrafts keeps a record of all successful and failed workflows which you can view using the Logs button on the top-left corner of the form editor.

Learn more about Workflow logs.

Notes

Attaching files

You can accept files through your form and have them attached to the messages in Front. To do so add a File upload field to your form, and then edit the workflow action to enable the Attach files to the message option.

Create CSAT surveys

You can also use Formcrafts to create CSAT surveys ↗, and embed a part of your form in the signature of your Front messages. This allows you to collect feedback from your customers after a support interaction, and then analyze it using Formcrafts’ rating analysis and NPS analysis.

Learn more about embedding surveys in emails.

Conditional workflows

By default the Front action(s) is triggered on each form submit. We can add conditions to our workflow to trigger the action(s) only when certain conditions are met. Edit your workflow and click on Add condition. Here you can add conditions, or even create condition groups.

Workflow with a condition
Making workflows conditional
Minimal, fast, and powerful. Try now.
Formcrafts - a form and survey platform for Salesforce, HubSpot, etc

Subtle Web Inc,
225 Railway St E,
T4C 2C3, Cochrane AB

Salesforce AppExchange partner logo HubSpot app partner logo
Templates
Application formsLead generation formsSurvey & feedback formsEvaluation formsSupport request formsBooking & registrationContact forms
Comparisons
vs AllFormAssemblyTypeformJotformWufooSurveyMonkey
Features
Conditional logicSalesforce formsHubSpot formsZendesk ticket formsEmail formsIntegrationsForm fields
Resources
Help centerBlogDeveloper APIGDPRStatusReport abuseContact us
Company
About usNonprofitCase studiesSecurityTerms and privacy