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Receive RetireFlo Survey Submissions in AgentCRM

Get real-time updates to AgentCRM Records from RetireFlo survey submissions for use in Agentic Workflows.

Audience: Admins, Developers, Solution Architects

Purpose: Explains the procedure for setting up RetireFlo surveys to transmit data automatically to AgentCRM

Overview

After you connect AgentCRM to RetireFlo, you can send all new submissions from one or more RetireFlo surveys directly to AgentCRM for use in Agentic Workflows.

Before You Begin

This task requires no special setup, but make sure that you have connected AgentCRM to RetireFlo and that you have verified the connection.

For details, see Connect AgentCRM to RetireFlo.

Receive RetireFlo Survey Submissions in AgentCRM

To receive RetireFlo survey submissions in AgentCRM:

1

Open the management settings for your version of AgentCRM

On the Integrations page in RetireFlo, scroll to the Connected Integrations section, find your version of AgentCRM in the list, and select its Manage button. The Manage Integration page for this integration opens.

2

Edit the connected surveys

On the Manage Integration page, scroll to the Connected Surveys section, and select its Edit button.

The Manage Connected Surveys modal opens.

3

Connect one or more surveys

Open the dropdown menu on the modal, and select the survey or surveys to connect to AgentCRM. Then, to finish, select Save Changes.

Note: To disconnect a survey from AgentCRM, select its cancel icon from the Manage Connected Surveys modal.

4

Review the connections

Back on the Manage Integration page, check that the surveys you chose in Step 3 appear in the Connected Surveys section. The integration passes the data from each new submission of these surveys to AgentCRM. For the precise mapping, see RetireFlo.

What's Next

Continue to Troubleshoot RetireFlo to learn how to get help with the RetireFlo integration.

Related Topics

RetireFlo is a trademark of the RetireFlo company.

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