Agile CRM + Bookafy

Agile CRM + Bookafy integrations

Add Agile CRM contacts for new Bookafy customers

Are you using Agile CRM to manage your contacts and perform various operations on those contacts? Use this Zapier integration, which allows you to connect Bookafy with Agile CRM so that you can add new contacts automatically in Agile CRM for new Bookafy customers.

When this happens...
New CustomerTriggers when a new customer is added.
TriggerPolling
automatically do this!
Create ContactCreates New Contact in the Agile CRM.
ActionWrite

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More things you can do with Bookafy and Agile CRM

Discover other triggers and actions you can use with Bookafy and Agile CRM

- Include Blocker Appointments?
  Required
- Staff User
Trigger
Polling
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New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
- Title
  Required
- Description
  Required
- Service
  Required
- Staff User
  Required
- Appointment Start Time
  Required
- Appointment End Time
  Required
- Is Blocker Appointment?
  Required
- Customer Name
  Required
- Email
- Phone
- Address
- City
- State
- Zip Code
Action
Write
- Track / Milestone
  Required
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
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- Ticket Filter
  Required
Trigger
Polling
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- Tag Name
  Required
Trigger
Polling
Try It
- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write

New Appointment Type
Triggers when a new appointment type is added.
Trigger
Polling
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New User
Triggers when a new user is added.
Trigger
Polling
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- Name
  Required
- Email
  Required
- Phone
- State
- Address
- City
- Zip Code
- Notes
Action
Write
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
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- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

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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Related categories

CRM (Customer Relationship Management)

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About Bookafy

Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.

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Related categories

Scheduling & Booking

Related Zap Templates

Create Agile CRM events from new Bookafy appointments

Related Zap Templates

Create Agile CRM events from new Bookafy appointments