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Agile CRM + PlanSo Forms for WordPress

Add new Agile CRM contacts from PlanSo form submissions

  1. When this happens

    Step 1: New Submission

  2. Then do this

    Step 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

Supported triggers and actions

What does this mean?
agile-crm logo
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.

Related categories

  • CRM (Customer Relationship Management)

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planso logo
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planso logo

About PlanSo Forms for WordPress

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

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