Integrate Formstack with Agile CRM
Send information between Formstack and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a contact in Agile CRM each time a form is filled out on Formstack
Efficiently gather customer data from forms, minimizing duplication efforts. This flow will create a new contact in Agile CRM from the responses collected via Formstack.
How it works
- The flow triggers when a new submission is added to the selected form in Formstack.
- Zoho Flow creates a new contact in Agile CRM.
Create a contact in Agile CRM each time a form is filled out on Formstack
Formstack + Agile CRM
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Supported triggers and actions
Integrate Formstack and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Form
Triggers when a new form is created
New Submission
Triggers when a new submission is added to the selected form
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
Create Submission
Creates a submission in the selected form
Add note to deal
Adds a note to an existing deal
Create Event
Creates a new event
Create Ticket
Creates a new ticket
Create Task
Creates a task for the selected contact
Create Deal
Creates a new deal
Add note to contact
Adds a note to an existing contact
Create Contact
Creates a new contact
Create Company
Creates a new company
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 Formstack?
Similar apps
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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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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >With Zoho Flow, we've been able to handle more projects, serve clients faster, and eliminate manual work across the board, saving over 180 hours annually. It's become an essential part of how we operate.
Hitesh Matlani
Director - Business Development and Operations, Avid Brio
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, Hanoi School of Business and Management
Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.
Frank Cowell
Founder and CEO, CASIOPE
