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17hats + Agile CRM

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.

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

    Triggers when an already existing contact is updated.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    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.

    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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