Integrate WPForms with Agile CRM
Send information between WPForms and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Agile CRM for each form entry generated by WPForms
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Agile CRM using the form responses obtained from WPForms.
How it works
- The flow triggers when a new form entry is made in WPForms.
- Zoho Flow creates a new contact in Agile CRM.
Create a new contact in Agile CRM for each form entry generated by WPForms
WPForms + Agile CRM
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Supported triggers and actions
Integrate WPForms and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
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 WPForms?
WP Forms is a drag and drop WordPress form builder that’s easy and powerful. It provides you with numerous customizable form templates for subscription forms, payment forms, and more.
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.
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