An automated workflow using integromat
Connects Cognito Forms + Agile CRM
Create a new Agile CRM contact from a new Cognito Forms entry
About this workflow template
This automation scenario allows you to connect Cognito Forms and Agile CRM
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Cognito Forms and Agile CRM can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Cognito Forms
Watch new entries in Cognito Forms
Triggers when a new entry is submitted to your form
Then this action happens in Agile CRM
Create a Contact in Agile CRM
Creates a new contact.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create a new Agile CRM contact from a new Cognito Forms entry.
Part I
Configure Applications
First, we need to connect Cognito Forms and Agile CRM to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Cognito Forms to Make.com.
Give Make.com access to your Cognito Forms account, using Cognito Forms credentials.
Connect Agile CRM to Make.com.
Give Make.com access to your Agile CRM account, using Agile CRM credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Cognito Forms
Choose the following trigger: Watch new entries (Triggers when a new entry is submitted to your form).
Then set up an Action for Agile CRM
Choose this action: Create a Contact (Creates a new contact.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Cognito Forms and Agile CRM.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create a new Agile CRM contact from a new Cognito Forms entry!
Related Automation Templates
Supported triggers and actions
New entry
Triggers when someone fills out your form.
triggerbyzapierpabbly-connectWatch new entries
Triggers when a new entry is submitted to your form
triggerbyintegromatUpdate entry
Triggers when someone updates an entry.
triggerbyzapierintegromatpabbly-connectNew order
Triggers when an order is created.
triggerbyzapierNew payment
Triggers when a payment is collected.
triggerbyzapierNew refund
Triggers when a refund is issued.
triggerbyzapier
Create contact
Creates New Contact in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoCreate 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.
actionbyzapierCreate deal
Create a deal in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoAdd note
Add a Note to the Contact.
actionbyzapierintegratelypabbly-connectAdd tag to contact
Add Tag to a Contact in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoCreate a contact
Creates a new contact.
actionbyintegromat
Apps you need
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
