> For the complete documentation index, see [llms.txt](https://developer.kizen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://developer.kizen.com/docs/integrations-and-plugins/integrations/retireflo/receive-retireflo-survey-submissions-in-agentcrm.md).

# Receive RetireFlo Survey Submissions in AgentCRM

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

{% hint style="success" %}
**Audience:** Admins, Developers, Solution Architects

**Purpose:** Explains the procedure for setting up RetireFlo surveys to transmit data automatically to AgentCRM
{% endhint %}

## 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 <code class="expression">space.vars.automations</code>.

***

## 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](/docs/integrations-and-plugins/integrations/retireflo/connect-agentcrm-to-retireflo.md).

***

## Receive RetireFlo Survey Submissions in AgentCRM

To receive RetireFlo survey submissions in AgentCRM:

{% stepper %}
{% step %}

#### 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.
{% endstep %}

{% step %}

#### 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.

<div data-with-frame="true"><figure><img src="https://3898351136-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQd8ufpN7wkdnx7JtgoeZ%2Fuploads%2FdPfLGXmb19e2XopAWE8s%2Fretireflo_08_manageconnectedsurveys.png?alt=media&amp;token=8fd87a50-ad48-4173-b0ee-3b16a377d712" alt="" width="375"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### 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**.

<div data-with-frame="true"><figure><img src="https://3898351136-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQd8ufpN7wkdnx7JtgoeZ%2Fuploads%2Fk082pp9GUNPTlgF13HS0%2Fretrieflow_09_.png?alt=media&amp;token=79e72a49-1473-425a-80e4-8228e9501f2a" alt="" width="375"><figcaption></figcaption></figure></div>

{% hint style="info" %}
**Note:** To disconnect a survey from AgentCRM, select its cancel icon from the Manage Connected Surveys modal.
{% endhint %}
{% endstep %}

{% step %}

#### Review the connections

Back on the Manage Integration page, check that the surveys you chose in [Step 3](#connect-one-or-more-surveys) 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](/docs/integrations-and-plugins/integrations/retireflo.md#survey-field-mapping).
{% endstep %}
{% endstepper %}

***

## What's Next

Continue to [Troubleshoot RetireFlo](/docs/integrations-and-plugins/integrations/retireflo/troubleshoot-retireflo.md) to learn how to get help with the RetireFlo integration.

<details>

<summary><strong>Related Topics</strong></summary>

* [RetireFlo](/docs/integrations-and-plugins/integrations/retireflo.md)
* [Connect AgentCRM to RetireFlo](/docs/integrations-and-plugins/integrations/retireflo/connect-agentcrm-to-retireflo.md)
* [Troubleshoot RetireFlo](/docs/integrations-and-plugins/integrations/retireflo/troubleshoot-retireflo.md)

</details>

***

*RetireFlo is a trademark of the RetireFlo company.*&#x20;


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://developer.kizen.com/docs/integrations-and-plugins/integrations/retireflo/receive-retireflo-survey-submissions-in-agentcrm.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.