Integrate Paperform with Agile CRM
Send information between Paperform and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Agile CRM for each form entry generated by Paperform
Capture customer information directly from forms, eliminating duplication and ensuring seamless integration. This workflow will generate a new contact in Agile CRM using the form inputs received in Paperform.
How it works
- The flow triggers when a new entry is submitted for the selected form in Paperform.
- Zoho Flow creates a new contact in Agile CRM.
Create a new contact in Agile CRM for each form entry generated by Paperform
Paperform + Agile CRM
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Supported triggers and actions
Integrate Paperform and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Entry submitted
Triggers when a new entry is submitted for 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
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 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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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow has helped us revolutionize our customer interactions and experience. It helped us seamlessly streamline our business operations and processes, making them more efficient. Zoho Flow has ensured that we record every conversation and nurture every lead, thanks to its simplicity and powerful automation capabilities. It's the heartbeat of our customer engagement strategy.
Ramakrishna Karolla
Founder and CEO, Nexivo
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
Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.
Sean Rivers
Platform Evangelist, Relay Inc.
