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Agile CRM + Typeform

Update Agile CRM contacts from new Typeform entries

Rather than update your contact list from each new form entry, use the Typeform to Agile CRM automation. Set it up, and every time a new Typeform entry is completed, Zapier will update your Agile CRM contacts. Take away the tedious task of keeping up with your contact list and let Zapier do it for you.

Rather than update your contact list from each new form entry, use the Typeform to Agile CRM automation. Set it up, and every time a new Typeform entry is completed, Zapier will update your Agile CRM contacts. Take away the tedious task of keeping up with your contact list and let Zapier do it for you.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
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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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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