Integrate Everest Forms with Agendor
Send information between Everest Forms and Agendor automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow creates a person . in Agendor.
Create a new person in Agendor for every form entry from Everest Forms
Everest Forms + Agendor
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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.
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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.
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