Agile CRM + Formidable Forms Integration

Integrate Agile CRM to Formidable Forms in one click, or tell Integrately AI how you want each submission handled. Capture form entries, create contacts, update records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Formidable Forms
    Form is submitted in Formidable Forms Instant
  • Formidable Forms
    Form is deleted in Formidable Forms Instant
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2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM

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Ready WorkflowsReady Workflows   for Agile CRM + Formidable Forms Integration

Capture submissions, create contacts in Agile CRM, update customer records, and notify your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Agile CRM + Formidable Forms flow

Extend your form capture and CRM management by syncing entries, customer data, and alerts across your entire stack. Pick a combination and activate it in one click.

Agile CRM
Formidable Forms
+
WordPressWordPress (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
StripeStripe (4)
+
CalendlyCalendly (4)
F
A
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Create an Agile CRM contact from every Formidable Forms submission, and publish a post in WordPress.
Formidable Forms submissions create contacts in Agile CRM and publish content directly in WordPress without manual entry.
F
A
W
When a Formidable Forms entry is submitted, update the Agile CRM contact and update the WordPress user profile.
Formidable Forms updates flow straight into Agile CRM and WordPress user records automatically.
F
A
W
Use Claude to summarise Formidable Forms submissions, create an Agile CRM note, and publish a draft in WordPress.
Claude analyses form entries before creating Agile CRM notes and drafting WordPress posts.
F
A
W
S
Turn every Formidable Forms submission into an Agile CRM contact, create a WordPress post, and notify your team on Slack.
Form entries trigger contact creation in Agile CRM, publish WordPress content, and alert your team in Slack.

Supported triggers and actions for Agile CRM and Formidable Forms

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
Try it →
Create deal in Agile CRM
Generates a new deal with
Try it →
Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
Try it →
Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
Try it →
Add event in Agile CRM
Schedule an event
Try it →
Formidable Forms
Formidable Forms Triggers & Actions
Instant
Form is submitted in Formidable Forms
Triggers the automation when a form is filled
Try it →
Instant
Form is deleted in Formidable Forms
Triggers the automation when a form is deleted
Try it →
No action is available

What can you automate with Agile CRM + Formidable Forms?

Turn manual form handling into a streamlined pipeline by connecting every Formidable Forms submission directly to Agile CRM.

What you can automate?
🔄
Create CRM contacts from form submissions
Automatically create a new contact in Agile CRM the moment a visitor submits any form on your WordPress site using Formidable Forms. Eliminate manual data entry and ensure zero leads slip through the cracks.
📋
Capture every submitted custom field
Map all custom form answers and survey responses into Agile CRM contact fields instead of just names and emails. Your CRM records become comprehensive profiles ready for targeted follow-up.
🔔
Alert your team instantly on submission
Trigger instant team notifications in Slack or via email whenever a high-value form entry arrives. Ensure sales and support reps can respond to important inquiries within minutes.
🔀
Route leads based on form choices
Segment incoming leads automatically by evaluating options selected in your form fields. Assign tags, trigger specific campaigns, or route records to different sales reps based on user input.
🔄
Keep contact records updated automatically
When existing contacts resubmit forms with updated phone numbers or preferences, automatically update their profile in Agile CRM without creating messy duplicate entries.
🔍
Search and update existing contacts
Check whether an email address already exists in Agile CRM before processing a form entry, updating their activity history and adding relevant notes to their existing profile.
💳
Trigger campaigns and follow-up tasks
Automatically subscribe new form leads to targeted marketing campaigns in Agile CRM or create follow-up tasks for your sales team the moment an inquiry is received.
🌐
Extend your workflow to other apps
Connect your Formidable Forms and Agile CRM pipeline with tools like Google Sheets, Mailchimp, or Slack to keep your entire business stack synchronised in real time.
And much more...

Who is Agile CRM + Formidable Forms integration for?

Connecting Agile CRM and Formidable Forms eliminates manual data entry, ensuring marketing and sales teams act on fresh form submissions instantly.

Marketing directors
Marketing directors
Sales development reps
Sales development reps
Agency account managers
Agency account managers
Operations leads
Operations leads
Customer success managers
Customer success managers
Data compliance officers
Data compliance officers
📈
Marketing directors
You're capturing leads across multiple landing page forms but your CRM tracking reports only update when someone manually exports submissions, so the conversion metrics you're reviewing are always hours behind — with this integration, every new submission creates a contact instantly and your pipeline data stays current.
Sales development reps
You rely on immediate outreach when prospects submit website inquiries, but delayed manual handoffs from form pages mean leads go cold before you reach out — automating both apps means every new submission lands in your CRM instantly so you can follow up while interest is peak.
🎯
Agency account managers
You manage client campaigns where every form response needs immediate review and client notification, but copy-pasting entries between WordPress and your CRM causes frequent bottlenecks — connecting these apps means every form entry populates your CRM and notifies stakeholders automatically.
📊
Operations leads
You oversee high volumes of customer registration forms where manual data entry leads to duplicate records and missing contact details, compromising your operational reporting — this integration means every submission is cleaned, mapped, and saved as a contact without human error.
🤝
Customer success managers
You depend on onboarding form responses to trigger client setup tasks and welcome sequences, but waiting for manual notifications slows down your response time — with this integration, every submitted form triggers immediate CRM tasks and follow-up workflows.
🔍
Data compliance officers
You audit customer inquiry histories and keep finding gaps where form entries failed to reach your database because staff forgot to export them — automating both apps means every submission creates a reliable, permanent contact history in your CRM.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Agile CRM + Formidable Forms

Build and manage your Agile CRM + Formidable Forms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + Formidable Forms with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Agile CRM to Formidable Forms?
Frequently Asked Questions
You can connect Agile CRM to Formidable Forms instantly using ready workflows on Integrately. Choose a template or ask Integrately AI to set up your automation across WordPress, Mailchimp, Slack, Google Sheets, Stripe, or Calendly in 1 click.
Can I automatically create Agile CRM contacts from Formidable Forms submissions?
Frequently Asked Questions
Can I connect Agile CRM, Formidable Forms, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Formidable Forms?
Frequently Asked Questions
How does Agile CRM handle new contact creation from form entries?
Frequently Asked Questions
How does Formidable Forms capture and send submission data?
Frequently Asked Questions
Can I automate Agile CRM and Formidable Forms without coding?
Frequently Asked Questions
Is the Agile CRM and Formidable Forms integration free?
Frequently Asked Questions
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