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17hats + Agile CRM

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.

  1. When this happens...
    17hats17hats
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Add Tag to Contact

    Add Tag to a Contact in the Agile CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 17hats triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • NameRequired

    • Company Name

    • Email

    • Phone Number

    Action
    Search
    • Track / MilestoneRequired

    Trigger
    Scheduled
    Try It
  • 17hats triggers, actions, and search

    Updated Contact

    Triggers when an already existing contact is updated.

    Trigger
    Instant
    Try It
    • ContactRequired

    • 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

    Action
    Write
    • 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

    Action
    Search or write
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
17hats logo
17hats logo

About 17hats

17hats is a premiere business platform that provides you with a suite of business solutions to help organize, systemize, and grow your business.
Help

Related categories

  • CRM (Customer Relationship Management)

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agile-crm logo
agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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