Agile CRM + Circle
Add tags to Agile CRM contacts for new Circle members
Easily manage your Circle community members in Agile CRM by using this time-saving workflow. Whenever a new member is added to your Circle community, this automation will instantly add a tag to the corresponding contact in Agile CRM. That way, you can effortlessly keep track of your community members and segment them for targeted marketing and communication efforts.
Easily manage your Circle community members in Agile CRM by using this time-saving workflow. Whenever a new member is added to your Circle community, this automation will instantly add a tag to the corresponding contact in Agile CRM. That way, you can effortlessly keep track of your community members and segment them for targeted marketing and communication efforts.
- When this happens...New Member Added
Triggers when a new member joins the community, or when a member is added by an admin with a password set.
- automatically do this!Add Tag to Contact
Add Tag to a Contact in the Agile CRM.
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