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Agile CRM

Agile CRM Integration

Automatically import data from Agile CRM into Formstack Document templates.

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Integration Overview

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Partner Overview

Use the integration to:

What You Need

How It Works

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Create beautiful business documents in seconds

With Formstack Documents, you can automatically import lead or customer information from Agile CRM into documents like proposals and presentations.
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Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need

How It Works

Generate Documents

Shorten the sales cycle and convert leads into customers with quick, custom sales documents.

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Map Data

Save time and eliminate manual data entry by mapping lead information to fields in your branded document templates. 

Deliver Anywhere

Quickly deliver documents to leads by email and third-party integrations, or safely store them for your records.


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To learn more about this integration, visit this help article.

Try It Free

Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need

How It Works

Find Out More