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PlanSo Forms for WordPress + Agile CRM Integrations

How to connect PlanSo Forms for WordPress + Agile CRM

Zapier lets you send info between PlanSo Forms for WordPress and Agile CRM automatically—no code required.

When this happens...
PlanSo Forms for WordPressPlanSo Forms for WordPress
New Submission

Triggers when a form is submitted

automatically do this!
Agile CRMAgile CRM
Add Event

Create event an event in Agile CRM.

Supported triggers and actions

What does this mean?

How PlanSo Forms for WordPress + Agile CRM Integrations Work

  1. Step 1: Authenticate PlanSo Forms for WordPress + Agile CRM.
    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 PlanSo Forms for WordPress

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

Related categories

  • Forms & Surveys
  • WordPress

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agile-crm logo
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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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