Create tasks in Agile CRM for new 17hats contacts
Effortlessly manage new contacts from 17hats by creating tasks in Agile CRM with this seamless workflow. When a new contact is added in 17hats, this process creates a corresponding task in Agile CRM, ensuring you stay organized and never miss a beat in keeping track of your customers. Simplify your customer management with this efficient and easy-to-use solution.
Effortlessly manage new contacts from 17hats by creating tasks in Agile CRM with this seamless workflow. When a new contact is added in 17hats, this process creates a corresponding task in Agile CRM, ensuring you stay organized and never miss a beat in keeping track of your customers. Simplify your customer management with this efficient and easy-to-use solution.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Create a Task for the Contact.
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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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