Agile CRM + Circle
Add new Circle members as Agile CRM contacts
Save time and streamline your workflow by automating the process of adding new members in Circle to Agile CRM as contacts. With this automation, every time a new member is added to Circle, a contact will be created in Agile CRM, ensuring your contact list stays updated. Focus on building relationships and let this integration take care of keeping your CRM up-to-date.
Save time and streamline your workflow by automating the process of adding new members in Circle to Agile CRM as contacts. With this automation, every time a new member is added to Circle, a contact will be created in Agile CRM, ensuring your contact list stays updated. Focus on building relationships and let this integration take care of keeping your CRM up-to-date.
- 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!Create Contact
Creates New Contact in the Agile CRM.
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