What you need to use Agile CRM + Formidable
- The Formidable Zapier plugin.
- Agile CRM account
- A free Zapier account
Update contacts in Agile CRM
When you receive a new form entry, Zapier will update your contact in Agile CRM. It's the perfect way to keep your address book up to date.
Create Agile CRM contacts
Every time you get a new entry, Zapier will create a new contact in Agile CRM. You will improve efficiency, and keep yourself from wearing out your copy/paste keys.
This feature is available through Zapier with the Formidable Business plan or higher.
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