{"id":5421,"date":"2023-07-05T04:21:56","date_gmt":"2023-07-04T22:21:56","guid":{"rendered":"https:\/\/bitapps.pro\/docs\/bit-integrations\/actions\/agiled-crm\/"},"modified":"2024-04-18T18:20:53","modified_gmt":"2024-04-18T12:20:53","slug":"agiled-crm-integrations","status":"publish","type":"docs","link":"https:\/\/bitapps.pro\/docs\/bit-integrations\/actions\/agiled-crm-integrations\/","title":{"rendered":"Agiled CRM Integrations"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\">Agiled CRM Integration: The Best Way to Automate Your WordPress Workflow<\/h1>\n\n\n\n<p><strong><a href=\"https:\/\/agiled.app\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Agiled CRM<\/a> Integration<\/strong>: CRM Software built with you in mind. Create and Manage Sales Pipelines and Deals. Keep Your Customers happy with Support Toolkit<\/p>\n\n\n\n<p>Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with <strong>Agiled CRM<\/strong>. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with <strong>Agiled CRM<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Agiled CRM Integration Tutorials<\/h2>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Integrating FormCraft with Agiled CRM | Step-by-Step Tutorial | Bit Integrations\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/skmYwky-Hg0?list=PL7c6CDwwm-AKR_aHEcgno5CONC2GXgJj1\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Available Actions<\/h2>\n\n\n\n<ul>\n<li><strong>Create Account:<\/strong> This feature allows you to create new accounts or companies in Agile CRM. An account typically represents a business or organization that you are engaging with.<\/li>\n\n\n\n<li><strong>Create Contact:<\/strong> With this feature, you can add new contacts to Agile CRM. Contacts typically represent individuals associated with the accounts, such as customers, clients, or leads.<\/li>\n\n\n\n<li><strong>Create Deal:<\/strong> The \u201cDeal\u201d feature enables you to create new deals or opportunities in Agile CRM. Deals are used to track potential sales or business opportunities throughout the sales process.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Authorization of Agiled CRM Integration<\/h2>\n\n\n\n<p>First you have to select the <strong>Agiled CRM<\/strong> from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select <strong>Agiled CRM<\/strong> from the action page.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"919\" height=\"418\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM.png\" alt=\"Agiled CRM\" class=\"wp-image-8714\" style=\"width:840px;height:382px\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM.png 919w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-300x136.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-768x349.png 768w\" sizes=\"(max-width: 919px) 100vw, 919px\" \/><\/figure>\n\n\n\n<p><strong>Integration Name\/Title:&nbsp;<\/strong>Here give the meaningful integration title as per your requirement.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Integration-Name_Title-1024x472.png\" alt=\"Integration Name_Title\" class=\"wp-image-8715\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Integration-Name_Title-1024x472.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Integration-Name_Title-300x138.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Integration-Name_Title-768x354.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Integration-Name_Title.png 1360w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Brand(Your Account URL) &amp; API Key<\/strong>: To get&nbsp;<strong>Agiled CRM<\/strong>&nbsp;account URL and API Key open your&nbsp;<strong>Agiled CRM<\/strong>&nbsp;account.<\/p>\n\n\n\n<ul>\n<li><strong>Account URL:<\/strong>&nbsp;To get Agiled CRM Account URL go to&nbsp;<strong>Setting -&gt; Company Setting -&gt; Account URL<\/strong>&nbsp;account URL should be (<strong>accounturl.agiled.app<\/strong>) if the account url is&nbsp;<strong>bit_integrations<\/strong>&nbsp;then the full URL should be&nbsp;<strong>bit_integrations.agiled.app<\/strong>. Also the URL is displayed in the address bar.<\/li>\n\n\n\n<li><strong>API Key:&nbsp;<\/strong>To Get Agiled CRM API key&nbsp;<strong>Setting -&gt; API Settings -&gt; API Key<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Now copy the <strong>Account URL and API key<\/strong> from your Agiled CRM account and paste into integration setting then click on Authorized button. After successfully authorization then click on Next.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video autoplay controls src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/agiled-crm.mp4\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Integration Settings for Creating Accounts in Allied CRM<\/h2>\n\n\n\n<p>After successful authorization, select an action from the dropdown, like&nbsp;<code><strong>Create Account<\/strong><\/code><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"247\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-account-1-1024x247.png\" alt=\"Agiled CRM - create account\" class=\"wp-image-8721\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-account-1-1024x247.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-account-1-300x72.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-account-1-768x186.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-account-1.png 1242w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You will find the <strong>Map Field<\/strong> option. You have to map all the necessary form\/task fields with the related&nbsp;<strong>Agiled CRM<\/strong>&nbsp;field. After mapping the desired fields, click on <strong>Next<\/strong> button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"371\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Map-1024x371.png\" alt=\"\" class=\"wp-image-8723\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Map-1024x371.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Map-300x109.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Map-768x278.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Map.png 1370w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Integration Settings for Creating Contacts in Allied CRM<\/h2>\n\n\n\n<p>After successful authorization, select an action from the dropdown, like&nbsp;<code><strong>Create Contacts<\/strong><\/code><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"357\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-contact-1024x357.png\" alt=\"Agiled CRM - create contact\" class=\"wp-image-8725\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-contact-1024x357.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-contact-300x105.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-contact-768x268.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-contact.png 1066w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Select Role:<\/strong>&nbsp;This feature enables you to designate a role for contacts created via Bit Integrations. Available roles include Lead, Client, and Prospect.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"372\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Select-Role-2-1024x372.png\" alt=\"Agiled CRM -Select Role\" class=\"wp-image-8727\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Select-Role-2-1024x372.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Select-Role-2-300x109.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Select-Role-2-768x279.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Select-Role-2.png 1196w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You will find the <strong>Map Field<\/strong> option. You have to map all the necessary form\/task fields with the related&nbsp;<strong>Agiled CRM<\/strong>&nbsp;field. After mapping the desired fields, click on <strong>Next<\/strong> button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"442\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Map1-1-1024x442.png\" alt=\"Agiled CRM - Map\" class=\"wp-image-8732\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Map1-1-1024x442.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Map1-1-300x129.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Map1-1-768x331.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Map1-1.png 1307w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Integration Settings for Creating Deals in Allied CRM<\/h2>\n\n\n\n<p>After successful authorization, select an action from the dropdown, like&nbsp;<code><strong>Create Deals<\/strong><\/code>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"320\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-Deal-1024x320.png\" alt=\"Agiled CRM - create Deal\" class=\"wp-image-8733\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-Deal-1024x320.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-Deal-300x94.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-Deal-768x240.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-Deal.png 1195w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Select Pipeline:<\/strong>&nbsp;This feature within Agiled CRM integration enables you to assign a pipeline to a deal created via Bit Integrations. By selecting a pipeline, you inform Agiled CRM about the specific sales process associated with the deal.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"438\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-Deal-select-pipeline-1024x438.png\" alt=\"Agiled CRM - create Deal - select - pipeline\" class=\"wp-image-8734\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-Deal-select-pipeline-1024x438.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-Deal-select-pipeline-300x128.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-Deal-select-pipeline-768x328.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-Deal-select-pipeline.png 1114w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Select Stage:&nbsp;<\/strong>This functionality in Agiled CRM integration empowers you to designate a Stage for a deal originating from Bit Integrations. By choosing a stage, you communicate the present status of the deal to Agiled CRM.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"502\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-Deal-select-stage-1024x502.png\" alt=\"Agiled CRM - create Deal - select - stage\" class=\"wp-image-8735\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-Deal-select-stage-1024x502.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-Deal-select-stage-300x147.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-Deal-select-stage-768x376.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-create-Deal-select-stage.png 1143w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You will find the Map Field option. You have to map all the necessary form\/task fields with the related&nbsp;<strong>Agiled CRM<\/strong>&nbsp;field. After mapping the desired fields, click on Next button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"484\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Deal-Map-1024x484.png\" alt=\"Agiled CRM - Deal Map\" class=\"wp-image-8736\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Deal-Map-1024x484.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Deal-Map-300x142.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Deal-Map-768x363.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-Deal-Map.png 1205w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Actions<\/h2>\n\n\n\n<p><strong>Add Owner:<\/strong>&nbsp;With Agiled CRM integration, you can assign an owner to a record when creating an account. This ensures that the assigned person is responsible for managing and updating the record. Please note that this action is only performed when creating an account and contact in Agiled CRM.<\/p>\n\n\n\n<p><strong>Add Account:<\/strong>&nbsp;With Agiled CRM integration, you can assign a contact to an account when creating a contact in Agiled CRM. This ensures that the contact is associated with the correct account, which can be helpful for tracking sales opportunities and managing customer relationships.<\/p>\n\n\n\n<p><strong>Add Deal Type:&nbsp;<\/strong>With Agiled CRM integration, you can add a deal type when creating a deal in Agiled CRM. This ensures that the deal is associated with the correct deal type, which can be helpful for tracking sales opportunities and managing customer relationships.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Conditional Logics<\/h2>\n\n\n\n<p>With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your Agiled CRM. For additional details, we recommend consulting our documentation regarding&nbsp;<a href=\"https:\/\/bitapps.pro\/docs\/bit-integrations\/conditional-logic\/\" target=\"_blank\" rel=\"noreferrer noopener\">conditional logic<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"316\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Conditional-Logics-1024x316.png\" alt=\"Conditional-Logics\" class=\"wp-image-8631\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Conditional-Logics-1024x316.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Conditional-Logics-300x93.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Conditional-Logics-768x237.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Conditional-Logics.png 1091w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Integration Save<\/h2>\n\n\n\n<p>Once you have configured the desired settings for the integration, click the&nbsp;<strong>Save &amp; Finish<\/strong>&nbsp;button to save the integration<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"923\" height=\"477\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Integration-Save.png\" alt=\"Integration Save\" class=\"wp-image-8738\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Integration-Save.png 923w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Integration-Save-300x155.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Integration-Save-768x397.png 768w\" sizes=\"(max-width: 923px) 100vw, 923px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Integration Log<\/h2>\n\n\n\n<p>Every integration has a timeline that you can use to check the success or error status of the integration.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"304\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-time-line-1024x304.png\" alt=\"\" class=\"wp-image-8740\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-time-line-1024x304.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-time-line-300x89.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-time-line-768x228.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-time-line-1536x457.png 1536w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Agiled-CRM-time-line.png 1635w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"251\" src=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Integration-Success-1024x251.png\" alt=\"Integration Success\" class=\"wp-image-8741\" srcset=\"https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Integration-Success-1024x251.png 1024w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Integration-Success-300x74.png 300w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Integration-Success-768x188.png 768w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Integration-Success-1536x377.png 1536w, https:\/\/bitapps.pro\/wp-content\/uploads\/2023\/08\/Integration-Success.png 1642w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Use Case<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">Forminator Forms with Agiled CRM<\/h2>\n\n\n\n<p>When you integrate <strong>Forminator Forms<\/strong> with <strong>Agiled CRM<\/strong>, you establish a cohesive system for handling your contact interactions. This integration facilitates the smooth transition of user data collected through <strong>Forminator Forms<\/strong> directly into your <strong>Agiled CRM<\/strong> framework. Each submission via <strong>Forminator Forms<\/strong> seamlessly transforms into a new contact record within <strong>Agiled CRM<\/strong>. This collaboration amplifies your lead generation and customer relationship strategies, ensuring your contact database remains updated while interactions are effortlessly monitored within the <strong>Agiled CRM<\/strong> ecosystem.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"(Free) Integrating Forminator Forms with Agiled CRM | Step-by-Step Tutorial | Bit Integrations\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/stg9-YYWCGM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Contact Form 7 with Agiled CRM<\/h2>\n\n\n\n<p>Integrating <strong>Contact Form 7<\/strong> with <strong>Agiled CRM<\/strong> offers a streamlined approach to managing your interactions. This integration creates a seamless pathway for channeling user information from <strong>Contact Form 7<\/strong> straight into your<strong> Agiled CRM<\/strong> ecosystem. Every submission via <strong>Contact Form 7<\/strong> translates into a new contact entry within <strong>Agiled CRM<\/strong>, enriching your lead generation and customer management initiatives. This collaboration guarantees your contact roster is always current, while interactions are effortlessly monitored and tracked within the <strong>Agiled CRM<\/strong> environment.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"(Free) Integrating Contact Form 7 with Agiled CRM | Step-by-Step Tutorial | Bit Integrations\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/E-_93F1scUM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Elementor Form With Agiled CRM<\/h2>\n\n\n\n<p>Integrating <strong>Elementor Form<\/strong> with <strong>Agiled CRM<\/strong> establishes a seamless process for managing contact interactions. This integration enables the smooth transfer of user data collected through <strong>Elementor Form <\/strong>directly into your <strong>Agiled CRM<\/strong> system. Each submission via <strong>Elementor Form<\/strong> seamlessly transforms into a new contact record within <strong>Agiled CRM<\/strong>. This collaboration enhances your lead generation and customer relationship strategies, ensuring your contact database remains current and interactions are effortlessly tracked within the <strong>Agiled CRM<\/strong> environment.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"(Free) Integrating Elementor Form with Agiled CRM | Step-by-Step Tutorial | Bit Integrations\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/9Ckp2P2peBM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">weForms With Agiled CRM<\/h2>\n\n\n\n<p>Integrating <strong>weForms <\/strong>with <strong>Agiled CRM <\/strong>offers a cohesive solution for managing contact interactions. This integration facilitates the effortless transfer of user data collected through <strong>weForms <\/strong>directly into your <strong>Agiled CRM<\/strong> system. Every submission via <strong>weForms <\/strong>seamlessly translates into a new contact entry within <strong>Agiled CRM<\/strong>. This synergy amplifies your lead generation and customer relationship strategies, ensuring your contact list remains current and interactions are seamlessly monitored within the <strong>Agiled CRM<\/strong> framework.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"(Free) Integrating weForms with Agiled CRM | Step-by-Step Tutorial | Bit Integrations\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/U-lG_GIkVOo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Tripetto Form With Agiled CRM<\/h2>\n\n\n\n<p>By integrating <strong>Tripetto Form<\/strong> with <strong>Agiled CRM<\/strong>, you establish a seamless channel for managing your contact interactions. This integration streamlines the transfer of user information captured through <strong>Tripetto Form<\/strong> directly into your <strong>Agiled CRM<\/strong> system. Each submission via <strong>Tripetto Form<\/strong> effortlessly transforms into a new contact entry within <strong>Agiled CRM<\/strong>. This collaboration enhances your lead generation and customer relationship strategies, ensuring your contact database stays updated and interactions are seamlessly tracked within the <strong>Agiled CRM<\/strong> ecosystem.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"(Free) Integrating Tripetto Form with Agiled CRM | Step-by-Step Tutorial | Bit Integrations\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/r0GbbvoUceg?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">PAFE Form with Agiled CRM<\/h2>\n\n\n\n<p>Integrating <strong>PAFE Form<\/strong> with <strong>Agiled CRM<\/strong> creates a streamlined pathway for managing your contact interactions. This integration facilitates the smooth transfer of user information captured through <strong>PAFE Form<\/strong> directly into your <strong>Agiled CRM<\/strong> system. Each submission via <strong>PAFE Form<\/strong> seamlessly transforms into a new contact entry within <strong>Agiled CRM<\/strong>. This collaboration enhances your lead generation and customer relationship strategies, ensuring your contact database remains current and interactions are seamlessly tracked within the <strong>Agiled CRM<\/strong> framework.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"(Free) Integrating PAFE Form with Agiled CRM | Step-by-Step Tutorial | Bit Integrations\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/ra11sxqhdTM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Everest Forms with Agiled CRM<\/h2>\n\n\n\n<p>Integrating <strong>Everest Forms<\/strong> with <strong>Agiled CRM<\/strong> establishes an efficient channel for managing contact interactions. This integration simplifies the transfer of user information captured via <strong>Everest Forms<\/strong> directly into your <strong>Agiled CRM<\/strong> system. Each submission made through <strong>Everest Forms<\/strong> effortlessly translates into a new contact entry within <strong>Agiled CRM<\/strong>. This synergy bolsters your lead generation and customer relationship strategies, ensuring your contact list remains up-to-date and interactions are seamlessly tracked within the <strong>Agiled CRM<\/strong> environment.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"(Free) Integrating Everest Forms with Agiled CRM | Step-by-Step Tutorial | Bit Integrations\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/HZMr7I4JWdY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Agiled CRM Integration: The Best Way to Automate Your WordPress Workflow Agiled CRM Integration: CRM Software built with you in mind. Create and Manage Sales Pipelines and Deals. Keep Your Customers happy with Support Toolkit Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":87980,"parent":2654,"menu_order":77,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[13],"doc_badge":[],"acf":[],"_links":{"self":[{"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/docs\/5421"}],"collection":[{"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/comments?post=5421"}],"version-history":[{"count":0,"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/docs\/5421\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/docs\/2654"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/media\/87980"}],"wp:attachment":[{"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/media?parent=5421"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/doc_tag?post=5421"},{"taxonomy":"doc_badge","embeddable":true,"href":"https:\/\/bitapps.pro\/wp-json\/wp\/v2\/doc_badge?post=5421"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}