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Automatically add new Youform submissions to Agile CRM as contacts or leads. Latenode's visual editor and affordable execution-based pricing makes it easy to scale data capture and CRM updates, customizing data flows with Javascript if needed.
Connect Agile CRM and Youform in minutes with Latenode.
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Create a New Scenario to Connect Agile CRM and Youform
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 Youform will be your first step. To do this, click "Choose an app," find Agile CRM or Youform, 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 Youform Node
Next, click the plus (+) icon on the Agile CRM node, select Youform from the list of available apps, and choose the action you need from the list of nodes within Youform.
Agile CRM
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Youform
Authenticate Youform
Now, click the Youform node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Youform settings. Authentication allows you to use Youform through Latenode.
Configure the Agile CRM and Youform 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 Youform 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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Youform
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, Youform, 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 Youform integration works as expected. Depending on your setup, data should flow between Agile CRM and Youform (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Youform + Agile CRM + Slack: When a new submission is received in Youform, a new contact is created in Agile CRM. A notification is then sent to a specified Slack channel to alert the sales team of the new contact.
Youform + Agile CRM + Google Sheets: On new Youform submission, contact information in Agile CRM is updated, and a new row is added to a Google Sheet to log the submission data.
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 Youform
Use Youform in Latenode to capture data and kick off automated processes. Create forms, then automatically trigger workflows to process submissions, update databases, and send notifications. Extend Youform with JavaScript code inside Latenode for custom validation and complex logic. Scale form-driven automation without vendor lock-in.
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How can I connect my Agile CRM account to Youform using Latenode?
To connect your Agile CRM account to Youform on Latenode, follow these steps:
Can I automatically add new Youform submissions to Agile CRM?
Yes, you can! Latenode allows you to instantly add new leads from Youform submissions into Agile CRM, streamlining lead generation and saving your sales team time.
What types of tasks can I perform by integrating Agile CRM with Youform?
Integrating Agile CRM with Youform allows you to perform various tasks, including:
Can I use custom fields from Agile CRM within Latenode workflows?
Yes, Latenode fully supports custom fields from Agile CRM, allowing you to personalize workflows with your unique data requirements.
Are there any limitations to the Agile CRM and Youform integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: