Convert form responses into CRM contacts

When a prospect submits a new form response in Cognito Forms, automatically create or update their contact profile in Simply.Coach.

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See all Simply.Coach + Cognito Forms integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Simply.Coach Explore Simply.Coach →

Triggers

New contact or lead

Fires when a new contact or lead is added to Simply.Coach.

Contact updated

Fires when a field on a contact changes in Simply.Coach.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Simply.Coach.

Deal won

Fires when a deal is marked won in Simply.Coach.

Actions

Create or update contact

Creates or updates a contact in Simply.Coach.

Create deal

Creates a new deal in Simply.Coach.

Update record stage

Moves a deal or record to a new stage in Simply.Coach.

Log activity

Logs a call, email, or note against a record in Simply.Coach.

Cognito Forms Explore Cognito Forms →

Triggers

New form response

Fires when a form is submitted in Cognito Forms.

Survey completed

Fires when a respondent finishes a survey in Cognito Forms.

Response updated

Fires when an existing response is edited in Cognito Forms.

Actions

Create or update form

Creates or updates a form or survey in Cognito Forms.

Retrieve a response

Looks up a specific form response in Cognito Forms.

Add a respondent

Adds a respondent or contact to a form in Cognito Forms.

Send customer feedback surveys on closed deals When a deal is marked won in Simply.Coach, automatically add the customer as a respondent in Cognito Forms to gather post-sale feedback. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in Cognito Forms, automatically log the activity under their profile in Simply.Coach so reps see customer sentiment. See details

See all Simply.Coach + Cognito Forms integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Convert form responses into CRM contacts” between Simply.Coach and Cognito Forms?

Yes — describe it in the box above and Knit's Integrations Agent researches Simply.Coach and Cognito Forms's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Simply.Coach?

Yes, inbound responses from Cognito Forms can instantly generate new lead records or deals in Simply.Coach without manual data entry.

Can I send survey invitations based on deal updates in Simply.Coach?

Yes, when a deal is won or updated in Simply.Coach, you can automatically add the contact as a respondent in Cognito Forms to collect feedback.