Agile CRM + Planning Center
Create or update Agile CRM contacts from new Planning Center form submissions
Effortlessly manage your contacts with this Planning Center to Agile CRM automation. Whenever a new form submission is received in Planning Center, this workflow will create or update a contact in Agile CRM, ensuring their information is always up-to-date. Save time and maintain accurate records by streamlining your contact management process with this seamless integration.
Effortlessly manage your contacts with this Planning Center to Agile CRM automation. Whenever a new form submission is received in Planning Center, this workflow will create or update a contact in Agile CRM, ensuring their information is always up-to-date. Save time and maintain accurate records by streamlining your contact management process with this seamless integration.
- When this happens...New Form Submission
Triggers when a form submission is received.
- automatically do this!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.
- Free forever for core features
- 14 day trial for premium features & apps
