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Agile CRM + Typeform

Create new Agile CRM deals from new Typeform entries

Harness the power of your Typeform entries with Agile CRM through this efficient process. Each time a new entry is made in Typeform, this workflow triggers the creation of a deal in Agile CRM instantly. This results in a streamlined process, time-saving and enhanced engagement with your contacts, proving to be a valuable addition to your sales process.

Harness the power of your Typeform entries with Agile CRM through this efficient process. Each time a new entry is made in Typeform, this workflow triggers the creation of a deal in Agile CRM instantly. This results in a streamlined process, time-saving and enhanced engagement with your contacts, proving to be a valuable addition to your sales process.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Create Deal

    Create a deal in the Agile CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Form To DuplicateRequired

    • Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

    • Title of Your Duplicate Form (leave blank for same title)

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Track / MilestoneRequired

    Trigger
    Scheduled
    Try It
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
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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.
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Related categories

  • CRM (Customer Relationship Management)

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typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

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