Add new Contaps as Agile CRM contacts
When this happensStep 1: New Contap
Then do thisStep 2: Create Contact
We know it's tough spending precious time out of your work week manually entering new contacts and information into your Agile CRM. Let Zapier and Contap do the busywork for you. Once you connect the Contap-Agile CRM integration, every new contact you make from Contap will save to your Agile CRM as a contact.
Note: This Zapier integration is will not automatically add your existing contacts to Agile CRM. If you'd like to add your existing contacts to Agile CRM, simply go to a specific user's Profile on Contap, and in the Bio tab, toggle Add to CRM." It's that easy!
How this Contap-Agile CRM integration works
- A Contap user adds a new contact on Contap
- Zapier adds that contact to Agile CRM as a contact
- Agile CRM