123FormBuilder + Agile CRM

123FormBuilder + Agile CRM integrations

Create notes in Agile CRM for new forms in 123FormBuilder

Easily keep track of new form submissions from 123FormBuilder by creating notes in Agile CRM with this seamless workflow. Whenever a new form is submitted in 123FormBuilder, a note will be added in Agile CRM containing the form submission information, helping you stay organized and ensure no valuable insights are missed. Streamline your workflow and never lose track of important form data again.

When this happens...
New FormTriggers when a new form is added to your account.
TriggerPolling
automatically do this!
Add NoteAdd a Note to the Contact.
ActionWrite

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More things you can do with 123FormBuilder and Agile CRM

Discover other triggers and actions you can use with 123FormBuilder and Agile CRM

New Form
Triggers when a new form is added to your account.
Trigger
Polling
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- Track / Milestone
  Required
Trigger
Polling
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
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- Ticket Filter
  Required
Trigger
Polling
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- Tag Name
  Required
Trigger
Polling
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- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write

- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write

- Form
  Required
Trigger
Polling
Try It
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
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- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

About 123FormBuilder

123FormBuilder is an easy way to create and use free html forms for your website using their online contact form generator!

Learn moreLearn moreHelpHelp

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Forms & Surveys

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About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

HelpHelp

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CRM (Customer Relationship Management)

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Create deals in Agile CRM from new 123FormBuilder submissions