Agile CRM + BotConversa

Agile CRM + BotConversa integrations

Create new Agile CRM deals for new BotConversa subscribers

Streamline your client onboarding process with this simple, efficient workflow. Once a new subscriber comes on board in the BotConversa app, a deal is immediately created in Agile CRM. This saves you the trouble of transferring data manually between systems, allowing you greater focus on building and nurturing your customer relationships. By ensuring no new leads are missed, this workflow contributes to a well-maintained and organized CRM system.

When this happens...
New SubscriberTriggers when a new subscriber joins BotConversa.
TriggerInstant
automatically do this!
Create DealCreate a deal in the Agile CRM.
ActionWrite

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More things you can do with BotConversa and Agile CRM

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

New Subscriber
Triggers when a new subscriber joins BotConversa.
Trigger
Instant
Try It
- Sequence
  Required
Trigger
Instant
Try It
- Phone
  Required
- Tag
  Required
Action
Write
- Phone
  Required
Action
Write
- Campaign
- Phone
  Required
- Full name
  Required
Action
Write

- Flow
  Required
- Phone
  Required
Action
Write
- Phone
  Required
- Sequence
  Required
Action
Write

- Phone
  Required
Action
Search
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
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
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
Try It
- 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

- Tag
  Required
Trigger
Instant
Try It
- Triggered Event
  Required
Trigger
Instant
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- Custom Field Type
  Required
- Custom field
  Required
Action
Write
- Phone
  Required
- Tag
  Required
Action
Write
- Phone
  Required
Action
Write
- Phone
  Required
- Type of message
  Required
Action
Write
- Phone
  Required
- Sequence
  Required
Action
Write
- Track / Milestone
  Required
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
Try It
- Ticket Filter
  Required
Trigger
Polling
Try It
- 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

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.

HelpHelp

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About BotConversa