How to integrate Smart Forms to Agile CRM Eas
Overview Advanced Form Integration plugin allows you...
Advanced Form Integration plugin allows you to integrate PlanSo Forms with Agile CRM. When a user fills a form on your website, the plugin will send the data to your Agile CRM account and create Contact, Deal, and Note.
Before start, you are required to set up the Agile API connection in plugin settings.
Once API connection is done you can start creating new integration. Click on Add New under AFI menu, New Integration page will appear.
A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one when there is multiple integrations setup.
Select PlanSo Forms in Form Provider dropdown. PlanSo Forms plugin must be installed and activated otherwise you won’t see it listed. After selecting PlanSo Forms, all forms built under it will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.
Select Agile CRM [PRO] in Platform dropdown.
Map Fields section will appear where you’ll be able to determine which fields to send. Map Email, First Name, Last Name, etc. fields with their similar field in sender platform. Finally, click the Save Integration button.
Please check the documentation on Conditional Logic .
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