Agile CRM + Formstack

Turn new Formstack submissions into Agile CRM contacts

It can be a tedious and time consuming task to import data from your forms to your contact list. With this Formstack to Agile CRM automation, each time you receive a new form submission, Zapier will create a new contact in Agile CRM. So focus your attention on the creative side, and let Zapier record the data.

When this happens...
New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
TriggerInstant
automatically do this!
Create Contact
Creates New Contact in the Agile CRM.
ActionWrite

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Supported triggers and actions

What does this mean?

New Form
Triggers when a new form is added.
Trigger
Scheduled
New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
Trigger
Instant
Create Submission
Creates a submission for a form in FormStack.
Action
Write
Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
Trigger
Scheduled
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant

New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled

New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled

Agile CRM
Triggers when a new event is created in Agile CRM.
Scheduled
Trigger
Agile CRM
Triggers when a new ticket is added in Agile CRM.
Scheduled
Trigger
Agile CRM
Triggers when a new task is added in the Agile CRM.
Scheduled
Trigger
Agile CRM
Triggers when a tag is added to contact in AgileCRM.
Scheduled
Trigger
Agile CRM
Subscribe to a Campaign.
Scheduled
Action
Agile CRM
Add a Note to the Contact.
Scheduled
Action
Agile CRM
Add Score to a Contact in the AgileCRM.
Scheduled
Action
Agile CRM
Add Tag to a Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a New Company.
Scheduled
Action
Agile CRM
Creates New Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a deal in the Agile CRM.
Scheduled
Action
Agile CRM
Create event an event in Agile CRM.
Scheduled
Action
Agile CRM
Creates Ticket in the Agile CRM.
Scheduled
Action
Agile CRM
Create a Task for the Contact.
Scheduled
Action
Agile CRM
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Scheduled
Action

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.