Integrate Agile CRM with Formsite

Send information between Agile CRM and Formsite automatically, without writing any code, using Zoho Flow.

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Create a contact in Agile CRM each time a form is filled out on Formsite

Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Agile CRM from the responses collected via Formsite.

How it works
  1. The flow triggers when a result is submitted through the selected form in Formsite.
  2. Zoho Flow creates a new contact in Agile CRM.
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Create a contact in Agile CRM each time a form is filled out on Formsite

Formsite + Agile CRM

Build your own integrations between Agile CRM and Formsite

Connect Agile CRM and Formsite with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Agile CRM and Formsite using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Deal

Triggers when a new deal is created

New Ticket

Triggers when a new ticket is created

New Task

Triggers when a new task is created

Result submitted through forms

Triggers when a result is submitted through the selected form

All Actions - Actions are the automated tasks

Create Event

Creates a new event

Create Contact

Creates a new contact

Create Ticket

Creates a new ticket

Create Task

Creates a task for the selected contact

Create Company

Creates a new company

Create Deal

Creates a new deal

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.

What is Formsite?

Formsite is an online tool that lets you create forms and surveys. You can collect payments, link forms with logic, and share custom reports.

Forms Survey

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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