Agile CRM + Paperless Forms

Create notes in Agile CRM for new Paperless Forms entries

Effortlessly streamline your data management by connecting Paperless Forms and Agile CRM. With this automation, whenever a new entry is submitted in Paperless Forms, the information will be directly added as a note in Agile CRM. This workflow simplifies your process and saves time, ensuring important details are always easily accessible in your CRM system.

Effortlessly streamline your data management by connecting Paperless Forms and Agile CRM. With this automation, whenever a new entry is submitted in Paperless Forms, the information will be directly added as a note in Agile CRM. This workflow simplifies your process and saves time, ensuring important details are always easily accessible in your CRM system.

  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
    Add Note

    Add a Note to the Contact.

    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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