Integrate 123FormBuilder with Agile CRM
Send information between 123FormBuilder and Agile CRM automatically, without writing any code, using Zoho Flow.
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Create a new contact in Agile CRM whenever a form is submitted through 123FormBuilder
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Agile CRM from the responses collected via 123FormBuilder.
How it works
- The flow triggers when a new submission is added to the selected form in 123FormBuilder.
- Zoho Flow creates a new contact in Agile CRM.
Create a new contact in Agile CRM whenever a form is submitted through 123FormBuilder
123FormBuilder + Agile CRM
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Supported triggers and actions
Integrate 123FormBuilder and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form created
Triggers when a new form is created
Form submission added
Triggers when a new submission is added to the selected form
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
What is 123FormBuilder?
123FormBuilder is an online form builder that comes with custom features and integrations. You can define form fields, translate fields and instructions, and also build quizzes and surveys.
Similar apps
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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