- First, you need to register in ApiX-Drive
- Choose what data to transfer from PlatoForms to Agile CRM
- Turn on auto-update
- Now the data will be automatically transferred from PlatoForms to Agile CRM
Integration PlatoForms + Agile CRM
Create integration of PlatoForms and Agile CRM yourself, without programmers
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Automation capabilities of
PlatoForms and Agile CRM
Transmit data at specified intervals from PlatoForms to Agile CRM.
- Get DATA
- Add NOTE to deal
- Update DEAL
- Create COMPANY
- Create CONTACT
- Create DEAL
F.A.Q. on integration of PlatoForms and Agile CRM
How is integration of PlatoForms and Agile CRM carried out?
How long does the integration take?
How much does it cost to integrate PlatoForms with Agile CRM?
How many integrations are available in Apix-Drive?
PlatoForms users can automatically generate web forms and also turn PDF files into online forms. The service is suitable for collecting data and sending automated notifications. It also makes it possible to send forms through different channels and conduct electronic document management. Thanks to the Master Form option here, you can create multiple PDF files using one form as a template. And the Invitation function helps automate the sending of invitations to fill out a form template. PlatoForms is used for contracts and agreements, registrations, surveys, reservations, HR forms, lead generation, etc. More
Agile CRM platform provides a wide range of tools for sales automation, marketing and customer service. With its help, you can manage contacts, projects and deals, schedule meetings and coordinate telephony (calls, scripts, voice mail). Agile CRM also helps automate marketing, including email and mobile marketing, as well as LP creation and social media integration. The customer service system as part of the platform has a helpdesk system, a module for organizing feedback, creating a knowledge base, a ticket system and a number of other methods. CRM easily integrates with Twitter, Facebook, Google Apps, LinkedIn, Twilio and other services. More
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