Connect Formo and Agile CRM
Integrate Formo with Agile CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Formo + Agile CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Formo
When this happens...
New Submission
Choose an action
Agile CRM
Automatically do this!
List All Contacts
List All Companies
List All Events
List All Deals
List All Campaigns
List All Tracks
List All Tickets Filter
List All Pending Task
Create Contact
Create Company
Create Deal
Add Event
Create Ticket
Create Task
Add to Campaign
Add Note to Contact
Add Score to Contact
Add Tag to Contact
Add Event in Agilecrm when New Submission in Formo
Use this flowCreate Ticket in Agilecrm when New Submission in Formo
Use this flowCreate Deal in Agile CRM when New Submission in Formo
Use this flowAdd to Campaign in Agile CRM when New Submission in Formo
Use this flowCreate Task in Agile CRM when New Submission in Formo
Use this flowAdd Score to Contact in Agilecrm when New Submission in Formo
Use this flowAdd Tag to Contact in Agile CRM when New Submission in Formo
Use this flowList All Events in Agilecrm when New Submission in Formo
Use this flowAdd Note to Contact in Agilecrm when New Submission in Formo
Use this flowList All Tracks in Agilecrm when New Submission in Formo
Use this flowSupported Triggers & Actions
Everything you can automate between Formo and Agile CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission
Triggers when a form is submitted.
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
Do thisActions
Action is the task that follows automatically within your Formo integrations.
List All Contacts
Retrieves the list of all contacts
List All Companies
Retrieves the list of all companies
List All Events
Retrieves the list of all events
List All Deals
Retrieves the list of all deals
List All Campaigns
Retrieves the list of all campaigns
List All Tracks
Retrieves the list of al tracks
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Formo
Formo is a versatile platform designed for creating and managing online forms and surveys, enabling users to collect data efficiently and analyze responses in real-time.
Learn moreAbout Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Formo and Agile CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Formo and Agile CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Agile CRM. No coding required.
Yes. You can set up a workflow where Formo triggers actions in Agile CRM, and a separate workflow where Agile CRM triggers actions in Formo. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Formo and Agile CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Formo and Agile CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
