Integrate Everest Forms with Agendor

Send information between Everest Forms and Agendor automatically, without writing any code, using Zoho Flow.

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Create a new person in Agendor for every form entry from Everest Forms

Streamline your contact management by integrating forms with your sales CRM solution to capture details directly This flow will create a new person in Agendor from the responses collected via Everest Forms.

How it works
  1. The flow triggers when a new form entry is added in Everest Forms.
  2. Zoho Flow creates a person . in Agendor.
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Create a new person in Agendor for every form entry from Everest Forms

Everest Forms + Agendor

Build your own integrations between Everest Forms and Agendor

Connect Everest Forms and Agendor 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 Everest Forms and Agendor using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry added

Triggers when a new form entry is added

Deal created

Triggers when a new deal is created

Person updated

Triggers when the details of a person is updated

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Deal updated

Triggers when a the details of a deal is updated

Company updated

Triggers when the details of a company is updated

All Actions - Actions are the automated tasks

Create company deal

Creates a new company deal

Create person

Creates a person .

Create company

Creates a new company

Create person deal

Creates a person deal

Update deal status

Updates the status of the specified deal

Update person

Updates the details of the specified person

Update company

Updates the details of the specified company

Update deal

Updates the basic details of the specified deal

Fetch company

Fetches the details of an existing company

Fetch person

Fetch the details of the specified person

Fetch user

Fetches the details of the specified user

What is Everest Forms?

Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.

Forms WordPress Plugins

What is Agendor?

Agendor is a Sales CRM solution that lets you create and manage sales funnels, monitor sales metrics and KPIs, track history of customer interactions and more.

CRM

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.

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Custom functions

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

Learn more >

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Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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