

Integrate Fluent Forms with Agile CRM
Send information between Fluent Forms and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Add a new contact in Agile CRM for each new form submission received via Fluent Forms
Reduce data entry errors by automatically capturing contact information from forms. This flow will generate a new contact in Agile CRM using the form responses obtained from Fluent Forms.
How it works
- The flow triggers when a form is submitted in Fluent Forms.
- Zoho Flow creates a new contact in Agile CRM.


Add a new contact in Agile CRM for each new form submission received via Fluent Forms
Fluent Forms + Agile CRM

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Supported triggers and actions
Integrate Fluent Forms and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Form entry submitted
Triggers when a form is submitted

New Task
Triggers when a new task is created

New Ticket
Triggers when a new ticket is created

New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks

Add note to contact
Adds a note to an existing contact

Create Deal
Creates a new deal

Create Task
Creates a task for the selected contact

Create Ticket
Creates a new ticket

Create Event
Creates a new event

Add note to deal
Adds a note to an existing deal

Create Company
Creates a new company

Create Contact
Creates a new contact

Update Company
Updates the details of an existing Company based on company ID

Update Task
Updates the details of an existing Task based on task ID
What is Fluent Forms?
Fluent Forms is a WordPress form builder plugin that lets users build conversational, mobile-friendly, conditional, payment, and donation forms
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What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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