Agile CRM + Planning Center

Create or update Agile CRM contacts from new Planning Center form submissions

Effortlessly manage your contacts with this Planning Center to Agile CRM automation. Whenever a new form submission is received in Planning Center, this workflow will create or update a contact in Agile CRM, ensuring their information is always up-to-date. Save time and maintain accurate records by streamlining your contact management process with this seamless integration.

When this happens...
New Form Submission
Triggers when a form submission is received.
TriggerScheduled
automatically do this!
Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
ActionWrite

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Supported triggers and actions

- ListRequired
Trigger
Scheduled
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- FormRequired
Trigger
Scheduled
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- WorkflowRequired
Trigger
Scheduled
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Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
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- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write
- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

New Donation
Triggers when a donation is received.
Trigger
Scheduled
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New Profile
Triggers when a new Profile is created.
Trigger
Scheduled
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- Track / MilestoneRequired
Trigger
Scheduled
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
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- Ticket FilterRequired
Trigger
Scheduled
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- Tag NameRequired
Trigger
Scheduled
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- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write

About 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.