Start free

Let your agent take form submissions and look up entries during calls with Formdesk.

Formdesk is where many small businesses collect intake details, quote requests and sign-ups. Connect your Formdesk account and your agent can submit a new entry while the caller is still on the line, so details are captured without someone typing them up later. It can also add visitors and fields, and remove outdated entries or visitors when you ask it to. Your agent works inside the forms you already built, so the questions your callers hear match the ones on your forms.

Start freeSee pricing

What your agent can do with Formdesk

  • Submit a new entry to one of your Formdesk forms as the caller gives their details
  • Add a visitor record with name and email before a submission is made
  • Add a new field to an existing form when you need one more question
  • Remove an outdated entry or visitor after you confirm the record
  • Work only with the forms and accounts you connect, using your own credentials

Formdesk exposes 20 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Quote request from a new customer

  1. Caller

    Hi, I'm looking for a quote on kitchen cabinet installation. Can someone get back to me?

  2. Agent

    Of course. May I have your first name, your email and the best number to reach you?

  3. Caller

    It's Daniel Brooks, daniel.brooks@mail.com, and the number is 555 0142.

  4. Agent

    Thanks, Daniel. I've added your request to our quote form with your kitchen size. Someone from our team will email you by tomorrow afternoon.

Patient intake before an appointment

  1. Caller

    I'm a new patient and I need to fill in the intake form before Thursday's visit.

  2. Agent

    I can take those details now over the phone. What's your full name and date of birth?

  3. Caller

    Sarah Malik, born 14 March 1988. My email is sarah.malik@outlook.com.

  4. Agent

    Got it. I've submitted your intake entry, Sarah. You'll also get a confirmation by email. Is there anything you'd like the doctor to know before Thursday?

Follow-up call to a registered visitor

  1. Agent

    Hello, this is a call from Riverside Dental. Am I speaking with Omar Haddad?

  2. Caller

    Yes, that's me.

  3. Agent

    Thanks, Omar. Your enquiry form from last week is still open. Would you like me to submit your preferred time for a cleaning now?

  4. Caller

    Yes, Tuesday morning around 10 would be great.

  5. Agent

    Perfect. I've recorded Tuesday at 10 AM for you. Thanks for your time, Omar.

How to connect Formdesk

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Formdesk

    From Integrations in the dashboard, choose Formdesk and enter the connection details from your Formdesk account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Formdesk actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Related integrations

FormcarryForms & surveysFormcarry is a form API that allows you to collect submissions from your own designed HTML forms without coding any…SurveyMonkeySpreadsheets & databasesSurveyMonkey is an online survey development platform that enables users to create, distribute, and analyze surveys for…MopinionSpreadsheets & databasesMopinion captures user feedback across websites and apps, providing insights, analytics, and reporting to optimize user…SimplesatCRM & salesSimplesat captures customer feedback and CSAT scores through surveys, integrating directly with helpdesk systems for…FormsiteForms & surveysFormsite helps users create online forms and surveys with drag-and-drop tools, secure data capture, and integrations to…BasinForms & surveysBasin is a no-code form backend that enables users to set up powerful, reliable forms quickly without writing…

All Forms & surveys integrations

Questions, answered.

Does the agent work with Formdesk during the call or after it?

Both. Your agent can submit entries and add visitors while the caller is on the line. It can also handle follow-up work once the call ends, based on the rules you set.

What do I need to connect Formdesk?

You need an active Formdesk account. Sign in to the AgentCalls dashboard, open Integrations, choose Formdesk and enter your credentials from Formdesk's settings. Your agent will then only use the forms and accounts you connect.

Which plan includes this integration?

Integrations are included from the Growth plan. Formdesk is available on that plan and above.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Formdesk.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

Start freeSee pricing