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.

  1. When this happens...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    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.

    ActionWrite
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Supported triggers and actions

agile-crm logo
agile-crm logo

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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paperless-forms logo
paperless-forms logo

About Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.

Related categories

  • Forms & Surveys

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