Agile CRM + WPForms Integration

Integrate Agile CRM to WPForms in one click, or tell Integrately AI how you want each submission handled. Capture new leads, update your CRM records, assign tasks, and trigger email 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
  • WPForms
    Form is submitted in WPForms 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 + WPForms Integration

Capture form submissions, create contacts, organise leads, assign tasks, and trigger follow-ups, 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 + WPForms flow

Connect form submissions and CRM updates to your wider team stack, document storage, and communication channels. Pick a combination and activate it in one click.

Agile CRM
WPForms
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WordPressWordPress (8)
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MailchimpMailchimp (8)
+
SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
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StripeStripe (8)
+
CalendlyCalendly (8)
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Add every WPForms form submission to Agile CRM and create a user account in WordPress
Every WPForms submission creates an Agile CRM contact and sets up a WordPress user instantly, eliminating manual data entry.
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Create an Agile CRM contact from WPForms submissions and notify the admin in WordPress
New form submissions create Agile CRM contacts and send instant notifications in WordPress so administrators stay informed.
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When a WPForms submission arrives, create an Agile CRM contact and update the user role in WordPress
Form submissions update Agile CRM records and automatically adjust user permissions in WordPress.
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Create an Agile CRM task from WPForms submissions and generate a draft post in WordPress
Website submissions create follow-up tasks in Agile CRM and draft content entries in WordPress automatically.
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If a WPForms submission includes a subscriber tag, create an Agile CRM contact and add a WordPress subscriber
Tagged form submissions route straight into Agile CRM and register new subscriber profiles in WordPress.
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When a WPForms submission updates user details, sync Agile CRM and refresh WordPress user meta
Updated form data refreshes your Agile CRM contact profile and synchronises user metadata in WordPress.
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Use Claude to summarise WPForms submissions, create an Agile CRM contact, and publish a WordPress post
Claude extracts submission insights, creates an Agile CRM contact, and publishes a structured post in WordPress.
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Turn every WPForms submission into an Agile CRM contact, create a WordPress user, and notify your team in Slack
Form submissions populate Agile CRM and WordPress while broadcasting an instant alert to your team in Slack.

Supported triggers and actions for Agile CRM and WPForms

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
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Create deal in Agile CRM
Generates a new deal with
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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
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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
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Add event in Agile CRM
Schedule an event
Try it →
WPForms
WPForms Triggers & Actions
Instant
Form is submitted in WPForms
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Agile CRM + WPForms?

Streamline your customer data capture and CRM management by turning website form submissions into automated workflows.

What you can automate?
🎯
Capture form submissions as Agile CRM contacts
Every form submitted in WPForms automatically creates a new contact record in Agile CRM, eliminating manual copy-pasting and ensuring zero missed leads.
📝
Capture every submitted form field
Map all custom form questions and answers from WPForms into corresponding Agile CRM contact fields instead of just basic names and emails.
🔔
Notify your team the moment a lead arrives
Trigger instant team alerts and notifications whenever a new form submission creates an Agile CRM contact or deal.
🔀
Route submissions based on form answers
Apply conditional logic to assign deals, create tasks, or tag contacts in Agile CRM depending on specific options selected in WPForms.
🔄
Keep contact records updated automatically
Synchronise returning visitor updates from WPForms directly into existing Agile CRM contact profiles without creating duplicates.
🔍
Search and update existing records
Check whether a contact already exists in Agile CRM before processing a WPForms submission, updating their record with the latest information.
💳
Handle deals and orders seamlessly
Convert WPForms order or quote requests into active Agile CRM deals to kick off your sales pipeline immediately.
💬
Extend workflows to team communication tools
Send form submission summaries straight to Slack channels while simultaneously creating your Agile CRM contacts.
And much more...

Who is Agile CRM + WPForms integration for?

Teams capturing website leads and managing customer relationships benefit from automated record creation, eliminating manual data entry across systems.

Marketing directors
Marketing directors
Sales representatives
Sales representatives
Client service managers
Client service managers
Operations leads
Operations leads
Account executives
Account executives
Customer success teams
Customer success teams
📈
Marketing directors
You're reviewing campaign conversion metrics every week but your CRM contact counts only update when someone manually exports form submissions, so your pipeline reports are always outdated — with this integration, every new submission lands in Agile CRM instantly and your metrics stay current.
Sales representatives
You depend on immediate lead notification to close inbound inquiries, but form entries sit in your inbox until someone forwards them, costing you valuable response time — this integration means every website lead creates an Agile CRM contact instantly so you can follow up first.
📋
Client service managers
You answer to stakeholders who want immediate progress visibility on website inquiries, but manual data transfers leave gaps in your tracking — automating both apps means every form submission populates your CRM records without manual intervention.
📊
Operations leads
Your website receives high volumes of daily form submissions that overwhelm manual data entry processes, leading to missed customer records — connecting these apps means high-volume form traffic is processed and recorded in Agile CRM automatically.
🤝
Account executives
You own the sales pipeline downstream and depend on marketing handoffs to receive complete customer details, but manual entry introduces errors — this integration means every WPForms submission creates a clean Agile CRM contact ready for immediate outreach.
🗂️
Customer success teams
You need a reliable customer history in Agile CRM to support client accounts, but missing form entries leave blind spots in your records — automating both apps means every client submission is logged accurately from day one.
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 + WPForms

Build and manage your Agile CRM + WPForms 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 + WPForms 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Agile CRM to WPForms?
Frequently Asked Questions
You can connect Agile CRM to WPForms in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Slack, Google Sheets, and Mailchimp.
Can I automatically create Agile CRM contacts when a WPForms form is submitted?
Frequently Asked Questions
Can I connect Agile CRM, WPForms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and WPForms?
Frequently Asked Questions
How does Agile CRM handle new contact records from WPForms?
Frequently Asked Questions
Can WPForms trigger multiple actions across different apps?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and WPForms?
Frequently Asked Questions
Is the Agile CRM and WPForms integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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