Agile CRM + GoCanvas
Add or update Agile CRM contacts with new GoCanvas submissions
Effortlessly keep your Agile CRM contacts up-to-date with this seamless workflow. When a new submission is received in GoCanvas, it will create or update a contact in Agile CRM, ensuring that your contact information is always current. Spend less time on manual data entry and focus on what matters: building relationships with your customers.
Effortlessly keep your Agile CRM contacts up-to-date with this seamless workflow. When a new submission is received in GoCanvas, it will create or update a contact in Agile CRM, ensuring that your contact information is always current. Spend less time on manual data entry and focus on what matters: building relationships with your customers.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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