Integrate Zoho Forms with Agile CRM
Send information between Zoho Forms 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 Zoho Forms
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Agile CRM the form responses received in Zoho Forms.
How it works
- The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
- Zoho Flow creates a new contact in Agile CRM.
Create a new contact in Agile CRM whenever a form is submitted through Zoho Forms
Zoho Forms + Agile CRM
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Supported triggers and actions
Integrate Zoho Forms and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry submitted - New version
Triggers when a new entry is submitted in the selected form
Entry submitted - Old version
Triggers when a new entry is submitted in 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
Create Ticket
Creates a new ticket
Create Contact
Creates a new contact
Create Company
Creates a new company
Create Task
Creates a task for the selected contact
Create Event
Creates a new event
Create Deal
Creates a new deal
What is Zoho Forms?
Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.
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.
Similar apps
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
