Integrate WS Form with Agile CRM
Send information between WS Form 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 WS Form
Ensures prompt capture and organisation of contact information, enhancing follow-up and customer relationship management. This flow will create a new contact in Agile CRM from the responses collected via WS Form.
How it works
- The flow triggers when a form entry is submitted in WS Form.
- Zoho Flow creates a new contact in Agile CRM.
Create a new contact in Agile CRM for each form entry generated by WS Form
WS Form + Agile CRM
Build your own integrations between WS Form and Agile CRM
Connect WS Form and Agile CRM with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate WS Form and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submission status changed
Triggers when the status of a submitted form entry is changed
Form submitted
Triggers when a form entry is submitted
New Ticket
Triggers when a new ticket is created
New Task
Triggers when a new task is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
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 WS Form?
WS Forms is a form builder WordPress plugin that can help you create professional, dynamic, mobile-friendly, and accessible forms.
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.
Similar apps
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 >Zoho Flow has been a game changer for us, providing instant and accurate data that keeps us on top. It's like a coach for our agents, quickly briefing them on their goals—and that's turbocharged our sales by 50%. It doesn't sweat dealing with 60,000+ daily triggers from Upya and 5,000+ Mobile Money transactions.
Ben Walwyn
CTO, Yellow Africa
Zoho Flow streamlined our entire lead operation, from collection to distribution. The time and resources it saved us compared to building custom integrations is enormous. Zoho Flow has truly been a game changer for us.
Mauricio Cacciavillani
Director and CEO, OpIndia (online news publishing house)
We are very pleased with Zoho, especially Zoho Flow. Zoho Flow has helped us break down data silos and ensured our teams work together seamlessly. It has streamlined our processes and systems, resulting in around an 80% reduction in our tickets and escalations. We didn’t need to hire a developer, as Zoho Flow is highly user-friendly and easy to use.
Mattias Johansson
CEO, Alebat Education
