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Agencyjoy + Tave

Add new Agencyjoy leads to Tave as contacts

Efficiently manages new leads from Agencyjoy by adding them as contacts in Tave with this seamless workflow. Whenever a new lead is added in Agencyjoy, it will instantly create a contact in Tave, ensuring a smooth transition of information between the two platforms. This automation helps save time and maintain consistency in your lead management process.

Efficiently manages new leads from Agencyjoy by adding them as contacts in Tave with this seamless workflow. Whenever a new lead is added in Agencyjoy, it will instantly create a contact in Tave, ensuring a smooth transition of information between the two platforms. This automation helps save time and maintain consistency in your lead management process.

  1. When this happens...
    AgencyjoyAgencyjoy
    New Lead Is Added

    Triggers when a new Lead is added in Agencyjoy.

    TriggerInstant
  2. automatically do this!
    TaveTave
    ActionWrite
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Supported triggers and actions

What does this mean?
    • WorkspaceRequired

    • StageRequired

    Trigger
    Instant
    Try It
    • In which workspace you need to add the Lead?Required

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • Choose WorkspaceRequired

    • Choose Activity TypeRequired

    • Activity Name

    • Guests

    • Starts AtRequired

    • Ends AtRequired

    • Color

    • Link to Lead/Customer

    • Internal Note

    • Description

    • Location

    • Mark As Done

    • Send Invites

    Action
    Write
    • In which workspace you need to add the customer?Required

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • Choose workspaceRequired

    • Lead email (optional)

    • Lead Id (optional)

    Action
    Write
    • Agencyjoy WorkspaceRequired

    • Client's full nameRequired

    • Client's Company

    • Client's email addressRequired

    • Client's phone number

    • Client's title or designation

    • Company's VAT number

    • Choose CurrencyRequired

    • Choose Client's OwnerRequired

    • Clientjoy Website

    • Choose Tags

    • Add a Note

    • Billing Address

    • Billing City

    • Billing State

    • Billing Country

    • Billing Zip

    • Shipping Address

    • Shipping City

    • Shipping State

    • Shipping Country

    • Shipping Zip

    Action
    Write
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About Agencyjoy

Agencyjoy is a Sales CRM for Modern Agencies that helps you manage Leads, Clients, Activities, Emails, and Scheduling under a single roof.
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Related categories

  • Sales & CRM
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