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Add new Agile CRM contacts from PlanSo form submissions

  1. When this happensStep 1: New Submission

  2. Then do thisStep 2: Create Contact

Instead of losing precious time by a manual entry of subscribers into Agile CRM, use Zapier for creating new contacts, deals or tasks in your CRM. With this PlanSo to Agile CRM integration, form submissions are individually added as contacts, deals or tasks.

How It Works

  1. A PlanSo Forms submission is sent
  2. Zapier creates or updates a contact in Agile CRM

What You Need

  • PlanSo Forms Pro and WordPress
  • Agile CRM account
Try it

Connect Agile CRM + PlanSo Forms for WordPress in Minutes

It's easy to connect Agile CRM + PlanSo Forms for WordPress and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

New Case

Triggers when a new case is added in Agile CRM.

New Deal

Triggers when a new Deal is added in AgileCRM.

New Ticket

Triggers when a new ticket is added in Agile CRM.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

InstantChanging Any Deal Milestone

Changing any milestone in Agile CRM should be triggered.

New Contact

Triggers when a new contact is add in AgileCRM.

New Event

Triggers when a new event is created in Agile CRM.

New Task

Triggers when a new task is added in the Agile CRM.

InstantNew Submission

Triggers when a form is submitted