Agile CRM + Jotform
Create or update Agile CRM contacts from new Jotform submissions
Easily manage your customer database with this dynamic automation. When a new form is submitted in Jotform, it creates or updates a contact in Agile CRM, ensuring your customer details are always up-to-date. This workflow efficiently streamlines your contact management process, saving you time and effort.
Easily manage your customer database with this dynamic automation. When a new form is submitted in Jotform, it creates or updates a contact in Agile CRM, ensuring your customer details are always up-to-date. This workflow efficiently streamlines your contact management process, saving you time and effort.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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- 14 day trial for premium features & apps
FormRequired
Try ItSelect a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
Track / MilestoneRequired
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DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
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