CreateForm Integration – Agile CRM

Send any CreateForm form submission to Agile as a new Contact

Start with FREE account today!

FREE for 10 Users. No credit card required.
mailgun

Capture New Contacts

Use any CreateForm form to add Contacts directly to your Agile CRM account. Share the forms directly or embed them on your website to capture new leads.

Communicate Seamlessly




Call Campaigns

Tag Form Submissions

Have different tags added to the contacts, which are sent to Agile CRM. It’s based on the Wufoo form, which the visitor fills in and it trigger multiple marketing campaigns automatically after the form submission.









Set Up CreateForm integration


Obtain Agile’s API key

Log in to Agile CRM. In the top right corner, click the dropdown menu and select Admin Settings. Under API Key, copy the REST API key. Paste this into CreateForm

Account access




Widget

Login to CreateForm

Sign in to CreateForm and go to edit the form you want to connect to Agile CRM.





Connect to Agile CRM

Add your Agile CRM account and map where you want your form fields to go. When you’re done click Save. Now whenever someone completes your form they will immediately show up as a Contact in Agile.

Enabling FullContact

Detailed instructions are available here: https://createform.com/support/integrating-with-agile-crm



If you’ve any further questions, please find below contact details for your reference purpose:

CreateForm Customer Support: https://createform.com/support/email | https://createform.com/
Agile CRM Customer Support: care@agilecrm.com | www.agilecrm.com




About CreateForm

CreateForm is an online form builder that makes it easy to build beautiful, design-driven forms that convert. No coding is required and it’s as simple as drag and drop. Let your customers speak to you with intuitive forms that use natural language.

createform

Related Links

RingCentral CRM

RingCentral

Turn your calls into deals with the best RingCentral integration in the industry.
[Read more]

VoIP CRM

VoIP

Make and receive calls directly from Agile by integrating your VoIP account.
[Read more]

Bria CRM

Bria

Make and receive Bria SIP phone calls from your Agile dashboard.
[Read more]

Start with FREE account today!

FREE for 10 Users. No credit card required.