Intro
Are you looking to streamline your customer relationship management and enhance your lead generation process? Look no further than the QuillForms Agile CRM addon. QuillForms is a user-friendly form builder plugin for WordPress that simplifies the creation of custom forms. With the Agile CRM addon, you can seamlessly integrate QuillForms with Agile CRM, a comprehensive customer relationship management platform designed to help businesses grow and succeed. By combining the ease of QuillForms with the powerful features of Agile CRM, you can capture form submissions, automate lead nurturing, and personalize your interactions with customers. In this guide, we’ll walk you through the process of setting up the QuillForms Agile CRM addon and show you how to leverage this integration to enhance your customer relationships and drive business growth. Say goodbye to manual data entry and hello to a streamlined and automated approach with QuillForms and Agile CRM. Let’s dive in and unlock the full potential of your customer management strategy.
How to setup
1. Go to the form you want to connect with AgileCRM and click Integrations Tab.
2. Click the “Connect” button.
3. For the first time, you need to connect your AgileCRM account with Quill Forms.
- Go to Your AgileCRM account dashboard.
- Click on your profile picture.
- Click on Admin Settings.
- Click on “Developers & API” from the left-hand menu.
- Copy REST API and paste it into the instructions screen.
- Add your account URL.
- Add your Email.
- Click the “Add” button.
4. Select the action, and Map AgileCRM fields.
5. Enable “Conditional Logic” if you like to run this connection under certain conditions only.
6. Click the “Save” button.
7. Now you’re all set! All your new form submissions will be processed with this connection. You can also run this connection manually for already submitted entries by clicking the “Run Connection” Button! You can also add additional connections with different AgileCRM accounts, settings, or conditional logic.
Conclusion
The QuillForms Agile CRM addon offers a powerful solution for streamlining customer relationship management and optimizing lead generation. By seamlessly integrating QuillForms with Agile CRM, you can automate lead capture, nurture leads, and personalize interactions with your customers. Say goodbye to manual data entry and hello to a streamlined and personalized approach to customer management. With the QuillForms Agile CRM addon, you can focus on building strong relationships, nurturing leads, and driving business growth. Take control of your customer management process today and experience the power of this seamless integration. Start maximizing your customer relationships and watch your business thrive with QuillForms and Agile CRM.
