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Agile CRM + Formidable Forms

Update contacts in Agile CRM from new Formidable entries

Collecting data from new form entries can be a tedious task, since you have to copy each form entry over into your other apps. Zapier can help with this Formidable to Agile CRM automation. Set it up, and when you receive a new form entry in Formidable, Zapier will update your contact in Agile CRM. It's the perfect way to keep your address book up to date automatically.

Collecting data from new form entries can be a tedious task, since you have to copy each form entry over into your other apps. Zapier can help with this Formidable to Agile CRM automation. Set it up, and when you receive a new form entry in Formidable, Zapier will update your contact in Agile CRM. It's the perfect way to keep your address book up to date automatically.

  1. When this happens...
    Formidable FormsFormidable Forms
    New Entry

    Triggers when a new form is submitted.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Welcome

    Action
    Write
    • Track / MilestoneRequired

    Trigger
    Scheduled
    Try It
  • Agile CRM triggers, actions, and search

    New Case

    Triggers when a new case is added in Agile CRM.

    Trigger
    Scheduled
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
agile-crm logo
agile-crm logo

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.
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Related categories

  • CRM (Customer Relationship Management)

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formidable logo
formidable logo

About Formidable Forms

Formidable Forms is a WordPress plugin that helps you create beautiful drag and drop forms with custom styling. You and your visitors can submit and edit entries and posts from the front-end of your site. When you have data, display it with graphs and custom views.

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