What Formidable works with
Formidable is an AI inbound sales agent for B2B websites: it qualifies inbound leads in a conversation and books the meeting. Setup is light - you add a small script to your website, directly or through Google Tag Manager, and we connect the CRM you already run. From then on Formidable appears right after your sales forms are submitted and starts qualifying. Your CRM receives the lead's contact details, the booked meeting and a lead status. Your reps get the follow-up tasks and the full qualification brief, delivered to them as briefing reports. How Formidable works walks through that journey, from form submit to qualification brief.
At a glance
- What does Formidable integrate with?
- Your CRM, your scheduling tool and your team chat. HubSpot, Salesforce, Pipedrive, Microsoft Dynamics 365 and Zoho CRM; Cal.com, Calendly, Google Calendar, Microsoft Outlook and Chili Piper; Slack and Microsoft Teams. On something else? We connect it with you during setup.
- Does Formidable replace my CRM?
- No. The CRM you already run stays the system of record; Formidable writes each qualified lead into it: contact details, the booked meeting and a lead status.
- Where does the qualification brief go?
- To your sales team, as briefing reports. Writing it into the CRM record is on the roadmap.
- How long does connecting take?
- It happens with you during setup, alongside adding the script to your site. You don't build anything.
CRM integrations
These do the routing and the record keeping. Formidable writes each qualified lead into the CRM you already run - contact details, the booked meeting and a lead status - so every lead lands in one place and nobody works from a chat log.
- HubSpotContacts, meetings and lead status land in your HubSpot. Book through HubSpot meeting links too.
- SalesforceLeads, meetings and status land in your Salesforce, and your reps get the brief that goes with them.
- PipedriveQualified leads and booked meetings arrive in your Pipedrive, ready for the rep who picks them up.
- Microsoft Dynamics 365Inbound leads arrive in Dynamics already qualified, with the meeting booked and the reasoning attached.
- Zoho CRMQualified leads and booked meetings land in Zoho CRM, in the module your team already works from.
On a different CRM? It's connected with you during setup, and your team gets the same thing: contact details, the booked meeting and a lead status, in the system they already use.
Scheduling and routing
Two jobs live here. Scheduling tools are how the agent books the meeting - it checks real availability and books an open slot while the lead is still on your site. Routing tools decide which rep the lead reaches - Formidable qualifies first, so routing starts from a real conversation instead of a raw form fill.
- HubSpotContacts, meetings and lead status land in your HubSpot. Book through HubSpot meeting links too.
- Cal.comThe agent books through your Cal.com event types - real availability, an open slot, booked in the conversation.
- CalendlyThe agent checks who is free in your Calendly and puts the meeting straight into the calendar.
- Google CalendarBooking straight into a Google Calendar appointment schedule, with real availability and no double bookings.
- Microsoft OutlookBooking into Outlook and Microsoft Bookings calendars, with real availability read at the moment of booking.
- Chili PiperFormidable qualifies the lead, Chili Piper routes them to the right rep. Routing starts from a real conversation.
Keeping your team in the loop
Qualification only helps when your team hears about it straight away, in the place they already talk to each other.
Where Formidable runs
Formidable is a small script on your website, so it runs wherever your site is built. You add it directly or through your tag manager, and your existing forms keep doing their job - Formidable appears after one is submitted.
- Google Tag ManagerAdd Formidable as a tag. No developer, no deploy, no change to your site's code.
- WebflowPaste the script into your site settings and publish. Your Webflow forms keep working.
- WordPressDrop the script into your theme or a tag plugin. Contact Form 7, Gravity Forms and the rest keep working.
- FramerAdd the script in your site settings and publish. Formidable picks up your Framer forms.
Built on something else? It still works. Formidable is a script tag, so any site that lets you add one can run it - and if your tag manager is the easier route, use that instead.
Formidable qualifies inbound B2B leads by replacing the static contact form with an AI sales conversation. Try the live demo.
How we handle lead data - what we keep, for how long, and who processes it - is on the security page.