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Agile CRM + HubSpot

Create Agile CRM tasks for new HubSpot companies

Effortlessly manage your contacts across platforms with this automation that streamlines the process of adding new companies in HubSpot to Agile CRM. Once activated, every time a new company is added to HubSpot, a corresponding task will be created in Agile CRM. This saves time and ensures all your contact information is up-to-date across both platforms for seamless organization and communication.

Effortlessly manage your contacts across platforms with this automation that streamlines the process of adding new companies in HubSpot to Agile CRM. Once activated, every time a new company is added to HubSpot, a corresponding task will be created in Agile CRM. This saves time and ensures all your contact information is up-to-date across both platforms for seamless organization and communication.

  1. When this happens...
    HubSpotHubSpot
    New Company

    Triggers when new company is available.

    TriggerScheduled
  2. automatically do this!
    Agile CRMAgile CRM
    Create Task

    Create a Task for the Contact.

    ActionWrite
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Supported triggers and actions

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    • Additional properties to retrieve

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    Scheduled
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    • Additional properties to retrieve

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    • Note

    • Additional properties to retrieve

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    • Type of Custom ObjectRequired

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    • Note

    • Additional properties to retrieve

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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
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    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    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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