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Automatically trigger targeted campaigns in Agile CRM based on survey responses collected in QuestionPro. Latenode's visual editor makes it easy to customize workflows, plus scale affordably as your automation matures using pay-by-execution pricing.
Connect Agile CRM and QuestionPro in minutes with Latenode.
Create Agile CRM to QuestionPro workflow
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Agile CRM
QuestionPro
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Create a New Scenario to Connect Agile CRM and QuestionPro
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or QuestionPro will be your first step. To do this, click "Choose an app," find Agile CRM or QuestionPro, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
Agile CRM
Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the QuestionPro Node
Next, click the plus (+) icon on the Agile CRM node, select QuestionPro from the list of available apps, and choose the action you need from the list of nodes within QuestionPro.
Agile CRM
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QuestionPro
Authenticate QuestionPro
Now, click the QuestionPro node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your QuestionPro settings. Authentication allows you to use QuestionPro through Latenode.
Configure the Agile CRM and QuestionPro Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Agile CRM and QuestionPro Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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QuestionPro
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, QuestionPro, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Agile CRM and QuestionPro integration works as expected. Depending on your setup, data should flow between Agile CRM and QuestionPro (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
QuestionPro + Agile CRM + Slack: When a new survey response is received in QuestionPro, the contact details are updated in Agile CRM, and a notification is sent to the sales team in Slack.
QuestionPro + Agile CRM + Google Sheets: New survey answers in QuestionPro are stored in Google Sheets, and the contact details in Agile CRM are updated with the survey information.
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports β all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About QuestionPro
Automate survey workflows with QuestionPro in Latenode. Collect data, analyze results, and trigger actions based on responses. Pipe survey data into other apps (CRM, spreadsheets) for real-time updates. Use Latenode's logic and integrations to tailor workflows to specific business needs, bypassing manual data transfer and analysis. Scale your surveys effortlessly.
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How can I connect my Agile CRM account to QuestionPro using Latenode?
To connect your Agile CRM account to QuestionPro on Latenode, follow these steps:
Can I trigger surveys based on CRM updates?
Yes, you can! Latenode allows you to trigger QuestionPro surveys based on Agile CRM updates. This provides automated feedback collection tied directly to customer interactions, enhancing data-driven decisions.
What types of tasks can I perform by integrating Agile CRM with QuestionPro?
Integrating Agile CRM with QuestionPro allows you to perform various tasks, including:
How secure is Agile CRM data within Latenode workflows?
Latenode employs robust encryption and security protocols, ensuring your Agile CRM data is protected throughout the integration process, maintaining data integrity and confidentiality.
Are there any limitations to the Agile CRM and QuestionPro integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: