Agile CRM + Paperless Forms
Add new Paperless Forms entries to Agile CRM as contacts
Effortlessly manage your contacts in Agile CRM by connecting it to Paperless Forms. With this workflow, every time a new entry is submitted in Paperless Forms, the contact information is instantly created or updated in Agile CRM. Stay organized and up-to-date with your customer data, all while saving time on manual entry tasks.
Effortlessly manage your contacts in Agile CRM by connecting it to Paperless Forms. With this workflow, every time a new entry is submitted in Paperless Forms, the contact information is instantly created or updated in Agile CRM. Stay organized and up-to-date with your customer data, all while saving time on manual entry tasks.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- 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.
- Free forever for core features
- 14 day trial for premium features & apps
