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Agile CRM + Click Connector

Create new contacts in Agile CRM when new contacts appear in Click Connector

Streamline your contact management process with this automation. Whenever a new contact is added in Click Connector, the workflow will simultaneously create a contact in Agile CRM. This seamless integration enables real-time information sharing between both platforms, cutting down on manual data entry, and helps keep your contact records accurate and up-to-date.

Streamline your contact management process with this automation. Whenever a new contact is added in Click Connector, the workflow will simultaneously create a contact in Agile CRM. This seamless integration enables real-time information sharing between both platforms, cutting down on manual data entry, and helps keep your contact records accurate and up-to-date.

  1. When this happens...
    Click ConnectorClick Connector
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Create Contact

    Creates New Contact in the Agile CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Click Connector triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • Click Connector triggers, actions, and search

    Conversation Closed

    Triggers when a Conversation is closed.

    Trigger
    Instant
    Try It
  • Click Connector triggers, actions, and search

    New Tag on Conversation

    Triggers when a Conversation is tagged.

    Trigger
    Instant
    Try It
    • Contact IDRequired

    • Subject

    • MessageRequired

    Action
    Write
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agile-crm logo

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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click-connector logo
click-connector logo

About Click Connector

Click Connector is an Omni-Channel Customer Communication Platform for Sales and Support Teams

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