Add tags to new 17hats contacts in Agile CRM for seamless organization
Effortlessly manage and organize your contacts with this 17hats and Agile CRM integration. When a new contact is added in 17hats, this workflow will automatically tag the contact in Agile CRM, making it easier to keep track of leads and maintain customer relationships. Stay on top of your contact list and ensure a seamless experience for both you and your clients.
Effortlessly manage and organize your contacts with this 17hats and Agile CRM integration. When a new contact is added in 17hats, this workflow will automatically tag the contact in Agile CRM, making it easier to keep track of leads and maintain customer relationships. Stay on top of your contact list and ensure a seamless experience for both you and your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Tag to Contact
Add Tag to a Contact in the Agile CRM.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Track / MilestoneRequired
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Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
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