Agile CRM + Zoho Forms
Add tags to Agile CRM contacts for new Zoho Forms entries
Effortlessly keep your CRM up-to-date with new leads from Zoho Forms. With this automation, every time a new form entry is submitted in Zoho Forms, the contact in Agile CRM will be tagged. This workflow ensures a seamless flow of data between the platforms, helping you better track and engage with your prospects and customers in real-time.
Effortlessly keep your CRM up-to-date with new leads from Zoho Forms. With this automation, every time a new form entry is submitted in Zoho Forms, the contact in Agile CRM will be tagged. This workflow ensures a seamless flow of data between the platforms, helping you better track and engage with your prospects and customers in real-time.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Add Tag to Contact
Add Tag to a Contact in the Agile CRM.
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FormRequired
Try ItTrack / MilestoneRequired
Try ItNew Case
Triggers when a new case is added in Agile CRM.
Try ItNew Deal
Triggers when a new Deal is added in AgileCRM.
Try It
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try ItNew Contact
Triggers when a new contact is add in AgileCRM.
Try ItNew Event
Triggers when a new event is created in Agile CRM.
Try It
