Agile CRM + Cognito Forms
Create or update Agile CRM contacts when new entries are received in Cognito Forms
Streamline your contact management process efficiently with this workflow. When a new entry is filed in Cognito Forms, it ensures the creation or updating of the corresponding contact in Agile CRM. This saves the hassle of manual data entry and guarantees your CRM is packed with the most up-to-date information sourced from your forms. Simplify your operations, saving time and reducing the risk of missing any crucial contact detail.
Streamline your contact management process efficiently with this workflow. When a new entry is filed in Cognito Forms, it ensures the creation or updating of the corresponding contact in Agile CRM. This saves the hassle of manual data entry and guarantees your CRM is packed with the most up-to-date information sourced from your forms. Simplify your operations, saving time and reducing the risk of missing any crucial contact detail.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!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.
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