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Agile CRM + DeskMoz

Create new Agile CRM contacts from new DeskMoz transcripts/calls

Stay on top of your customer communications with this workflow that connects DeskMoz and Agile CRM. Whenever a new transcript or call is received in DeskMoz, it automatically adds a new contact in Agile CRM. This streamlines your customer management process, saving time and reducing the risk of missing critical customer updates.

Stay on top of your customer communications with this workflow that connects DeskMoz and Agile CRM. Whenever a new transcript or call is received in DeskMoz, it automatically adds a new contact in Agile CRM. This streamlines your customer management process, saving time and reducing the risk of missing critical customer updates.

  1. When this happens...
    DeskMozDeskMoz
    New Transcript/Call

    Triggers when a new transcript is ended.

    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?
    • Channel

    • WebsiteRequired

    Trigger
    Instant
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    • Channel

    • WebsiteRequired

    Trigger
    Instant
    Try It
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
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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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About DeskMoz

DeskMoz is 24x7 live chat agent service provider that helps you in generating sales leads and providing support to new and existing customers.

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