AgentMethods + Less Annoying CRM
Add new Less Annoying CRM contacts to AgentMethods
Keep your marketing lists up-to-date and leverage the power of AgentMethods insurance marketing automation to grow sales, retain customers, and increase referrals. This Zapier template adds new contacts from Less Annoying CRM directly into AgentMethods.
Keep your marketing lists up-to-date and leverage the power of AgentMethods insurance marketing automation to grow sales, retain customers, and increase referrals. This Zapier template adds new contacts from Less Annoying CRM directly into AgentMethods.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact
Creates a new Contact in AgentMethods.
- Free forever for core features
- 14 day trial for premium features & apps
Hook should trigger for actions taken by:Required
Try ItHook should trigger for actions taken by:Required
Try ItContactRequired
Note
Pipeline Item to updateRequired
Status
Note
Hook should trigger for actions taken by:Required
Try ItRecord TypeRequired
User to assign contact toRequired
Contact to editRequired
User to assign contact to
ContactRequired
GroupRequired
About AgentMethods
AgentMethods is a website and online marketing platform built for independent insurance agents.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Less Annoying CRM
Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price. Manage all leads, notes, and tasks in one place.