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Agile CRM + zipForm Plus Integrations

How to connect Agile CRM + zipForm Plus

Zapier lets you send info between Agile CRM and zipForm Plus automatically—no code required.

When this happens...
Agile CRMAgile CRM
Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

automatically do this!
zipForm PluszipForm Plus
Create Contact

Creates a new zipForm Plus contact.

Supported triggers and actions

What does this mean?

How Agile CRM + zipForm Plus Integrations Work

  1. Step 1: Authenticate Agile CRM + zipForm Plus.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

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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zipform-plus logo
zipform-plus logo

About zipForm Plus

For more than 20 years, zipForm® — zipLogix's real estate forms software and the exclusive and official forms software for NAR — has been the real estate industry's technology foundation. zipLogix offers products that support more than 640,000 users, and delivers innovative products and web applications that significantly improve the productivity and efficiency and address the specific needs of REALTORS®.

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