Skip to content
Loading

Agile CRM + Formstack

Add new Formstack submissions to Agile CRM contacts as scores

Effortlessly manage Formstack submissions and Agile CRM contacts with this streamlined workflow. When a new submission is received in Formstack, the contact's score will be updated in Agile CRM, ensuring your CRM stays up-to-date and organized. Save time and enhance your lead management process with this convenient automation.

Effortlessly manage Formstack submissions and Agile CRM contacts with this streamlined workflow. When a new submission is received in Formstack, the contact's score will be updated in Agile CRM, ensuring your CRM stays up-to-date and organized. Save time and enhance your lead management process with this convenient automation.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Add Score to Contact

    Add Score to a Contact in the AgileCRM.

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It

    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    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

    • Field identification

    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 triggers, actions, and search

    New Contact

    Triggers when a new contact is add in AgileCRM.

    Trigger
    Scheduled
    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.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

HubSpot integrationsHubSpot integrations

HubSpot

Marketing Automation
Inbound Now integrationsInbound Now integrations

Inbound Now

Marketing Automation, WordPress
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
formstack logo
formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn moreHelp

Related categories

Similar apps

Wufoo integrationsWufoo integrations

Wufoo

Forms & Surveys
Jotform integrationsJotform integrations

Jotform

Forms & Surveys
Gravity Forms integrationsGravity Forms integrations

Gravity Forms

Forms & Surveys, WordPress

Related Zap Templates

  • Turn new Formstack submissions into Agile CRM contacts
  • Add events in Agile CRM for new Formstack submissions
  • Create Agile CRM notes for new Formstack submissions

Related Zap Templates