Integrate MetForm with Agile CRM

Send information between MetForm and Agile CRM automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Create a new contact in Agile CRM for each form entry generated by MetForm

Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This flow will create a new contact in Agile CRM the form responses received in MetForm.

How it works
  1. The flow triggers when a form entry is submitted in MetForm.
  2. Zoho Flow creates a new contact in Agile CRM.
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Create a new contact in Agile CRM for each form entry generated by MetForm

MetForm + Agile CRM

Build your own integrations between MetForm and Agile CRM

Connect MetForm and Agile CRM with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate MetForm and Agile CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a form entry is submitted

New Task

Triggers when a new task is created

New Deal

Triggers when a new deal is created

New Ticket

Triggers when a new ticket is created

All Actions - Actions are the automated tasks

Create Task

Creates a task for the selected contact

Create Company

Creates a new company

Create Contact

Creates a new contact

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Create Deal

Creates a new deal

What is MetForm?

MetForm is a form builder WordPress plugin that allows users to build forms like contact forms, survey forms, and more on their WordPress site.

Forms WordPress Plugins

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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