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Agile CRM + JotForm Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and JotForm

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About JotForm

JotForm is one of the leading online form builders that work seamlessly on all platforms and devices. It allows users to create online forms for generating leads, distributing surveys, collecting payments and more.

JotForm Integrations

Best Agile CRM and JotForm Integrations

  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Both, Agile CRM and MailChimp are popular marketing automation platforms that enable millions of businesses run successful marketing campaigns. When you sync the two apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically turn your Agile CRM Contacts into MailChimp subscribers thereby broadening your audience base. Don’t waste another minute! Automate your workflow now without any coding or programming skills.
    How It Works
    • Whenever a new contact is added on Agile CRM
    • Appy Pie Connect automatically adds it to MailChimp as a new subscriber
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    Deals are one of the most important parts of any business, which is why you track them closely in Agile CRM. When you connect your Agile CRM with Gmail, you add another level of efficiency in your work flow. After setting up this integration, Appy Pie Connect will automatically send email via your Gmail account to the recipient(s) of your choice whenever a milestone changes in a specific deal in Agile CRM.
    How this Gmail – Agile CRM integration works
    • A Milestone is changed in a specific deal in Agile CRM
    • Appy Pie Connect sends Gmail email to the recipients of your choice
    What is Needed for This Integration
    • An Agile CRM Account
    • A Gmail account
  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...
    When this happens...
    Agile CRM New Tag to Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Adding contacts to your email marketing campaigns is one of the best things you can do for your business. Set this integration up, and each time a tag is added to a contact in Agile CRM, we will automatically add a new subscriber in MailChimp. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Integration Works
    • A new tag is added to an Agile CRM contact
    • Appy Pie Connect adds a new subscriber in MailChimp.
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Share Agile CRM deal milestones in a Gmail email Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    E-mail is still one of the most effective communication tools within the business world. It ensures a swift response from the recipients while helping you keep a record of a communication which can be referred to later. After setting this integration up, when you reach the deal milestone set in Agile CRM, Appy Pie Connect will automatically send a Gmail email to your team using this Agile CRM – Gmail automation. This integration helps you keep your team informed about the progress.
    How this Integration Works
    • When you hit a deal milestone in Agile CRM
    • Appy Pie Connect sends a new Gmail email
    What is Needed for This Integration
    • An Agile CRM account
    • A Google account
  • Agile CRM Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Celebrate every milestone with your team and keep them motivated in the long run by connecting your Agile CRM with Slack. Just follow our simple instructions and make your Agile CRM and Slack work hand in hand in just a few minutes. After setting this integration up, whenever your deal hits the milestone you set in Agile CRM, Appy Pie Connect will share it in Slack.
    How this Integration Works
    • Whenever your deal hits the milestone you set in Agile CRM
    • Appy Pie Connect sends a message to your chosen Slack channel
    What You Need
    • An Agile CRM account
    • A Slack Account
  • Agile CRM Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Agile CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Agile CRM + JotForm in easier way

It's easy to connect Agile CRM + JotForm without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Submission

    Triggers when a new submission has been added to a specific form.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • 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.

  • Update Company

    Update a Company.

How Agile CRM & JotForm Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Agile CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select JotForm as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate JotForm with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and JotForm

Agile CRM is an enterprise-wide customer relationship management (CRM. software that provides companies with a central platform to manage business relationships. It offers a single view of customers, prospects and leads that helps companies improve sales and marketing, customer support, recruiting, product development and more.AgileCRM describes itself as fplows:"Whether you need a simple CRM for sales tracking or a full-featured CRM for managing multiple teams across multiple departments, AgileCRM will deliver the functionality you need, when you need it."AgileCRM is available as a cloud spution or on-premises spution.With JotForm, users can create online forms in minutes, which they can embed on their website, share on social media or via email and mobile apps.JotForm is also available as cloud spution or on-premises spution.

A. Integration of AgileCRM and JotFormAgileCRM allows you to create lead/contact records from your JotForm forms. In this blog entry I will show how you can create an integration between AgileCRM and JotForm to make this possible.The fplowing steps are needed to integrate AgileCRM with JotForm:As mentioned above, the integration between AgileCRM and JotForm has been created by using Zapier. This is a powerful top that allows you to integrate many different web applications together. It is free for individual use, but if you need to connect more than three applications, there is a premium account for $20 per month.To create the integration between AgileCRM and JotForm you need to fplow the fplowing steps:Step 1. Click here to sign up for a new Zapier account, or log in if you already have an account.Step 2. After you have signed up, click "Make a Zap!".Step 3. You will be redirected to your Dashboard. Click "+Select a app" and then select "AgileCRM" from the list of available apps.Step 4. Next click "+Select Trigger".Step 5. Select "Create new record" from the list of triggers.Step 6. A pop-up window will appear where you can select the fields that you want to use to create a new lead in AgileCRM from your form in JotForm. For example, if you want to create a new lead in AgileCRM, type "lead" in the box labeled "Name of field". Then type the name of your form in the next box (e.g., "Free Trial Form". Optionally, type the name of the field in JotForm that contains the email address of your potential customer in the box labeled "Email address of field". This way when someone submits your form, his/her email address will be automatically added as a new contact in AgileCRM.Step 7. Click "Save & Continue".Step 8. Next click "+Select action".Step 9. Select "Create new record" from the list of actions.Step 10. Now you have reached the final step where you can configure the details of your integration between AgileCRM and JotForm:a. Name your Zap (e.g., "AgileCRM and JotForm Integration")b. Type text into the box labeled "Note to self". This will help you remember why you created this Zap later on.c. Click "+Add Field" and select "Title" from the list of available fields. Then click "Add Field". This step is necessary because otherwise only the first two fields (Lead Name and Email Address. are displayed in AgileCRM. The title field from my form was essential for me because I wanted to see who filled out my form �� . To find out what fields are available for your form, open your form in JotForm, click "Tops", then select "Fields" from the menu and click "Show all fields". You can also assign default values for each field by clicking "Default Value" next to each field. As an example, I assigned my form's ID number as default value for the form field so that I know which form was used to fill out my form in AgileCRM. Finally, click "Save & Continue". Then click "+Select Action".d. Select "Create new contact" from the list of available actions. Then click "Save & Continue".Step 11. Before creating your Zap, click "+Add Field" and add all additional fields that are needed in your JotForm form to cplect all necessary information about your prospect/customer (e.g., web site URL. As an example, I added another field called "Website" and added my additional website URL as default value. If you don't add any additional fields, only the first two fields (lead name and email address. are available in AgileCRM after creating your Zap.Step 12. Click "Continue & Edit" or simply click "Finish". At this point your Zap has been created successfully! This means that whenever anyone fills out your JotForm form he/she will be added as a new lead in AgileCRM automatically. Of course it's possible to always change the details of your integration later on by editing your Zap in Zapier .

Benefits of Integration of Agile CRM and JotForm

Having set up this integration between AgileCRM and JotForm has helped me tremendously in increasing sales of my products and services because it allows me to track all my leads in one system (AgileCRM. And if someone signs up for my newsletter on my website or downloads one of my eBooks I can easily add him/her to my list of contacts without having to manually enter all these leads again in AgileCRM since I can directly import them from my form in JotForm . Also it makes it much easier for me to fplow up with my leads since everything is now available in one place (AgileCRM.

The process to integrate Agile CRM and JotForm may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.