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Agile CRM integration details
Knowing who your customers are and how they interact with your business is a key part of sales and marketing. Zapier can help by automatically updating your contacts in Agile CRM and reducing the time you spend on manual data entry. You can even use Zapier to add tags to your contacts so you can sort, filter, segment, and target them more efficiently.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Track / MilestoneRequired
Try ItTriggerPolling- New Case
Triggers when a new case is added in Agile CRM.
Try ItTriggerPolling - New Deal
Triggers when a new Deal is added in AgileCRM.
Try ItTriggerPolling - Ticket FilterRequired
Try ItTriggerPolling
- Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try ItTriggerInstant - New Contact
Triggers when a new contact is add in AgileCRM.
Try ItTriggerPolling - New Event
Triggers when a new event is created in Agile CRM.
Try ItTriggerPolling - New Task
Triggers when a new task is added in the Agile CRM.
Try ItTriggerPolling