Agile CRM Beta

Formstack 


Integrate Agile CRM with Formstack
when a deal reaches a specific milestone you choose in agile crm , creates a submission for a form in FormStack.




What is Agile CRM?

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation

What is Formstack?

Formstack is a data management solution that helps users collect information through various types of online forms, including surveys, job applications, event registrations, and payment forms



How to set the workflow up

  • Select Agile CRM as your trigger app and select an event
  • Select Formstack as your action app and select an event
  • Map the fields from Agile CRM to Formstack by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates a submission for a form in FormStack.

Coming soon