Update Agile CRM contacts when 17hats contacts are updated
Effortlessly keep your contact information up-to-date between 17hats and Agile CRM with this seamless workflow. Whenever you update a contact in 17hats, the contact information will be created or updated in Agile CRM, ensuring consistency across both platforms. Stay organized and efficient with this easy contact management automation.
Effortlessly keep your contact information up-to-date between 17hats and Agile CRM with this seamless workflow. Whenever you update a contact in 17hats, the contact information will be created or updated in Agile CRM, ensuring consistency across both platforms. Stay organized and efficient with this easy contact management automation.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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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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