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Agile CRM + Interact

Create Agile CRM events for new Interact leads

Effortlessly manage your leads from Interact by instantly creating events in Agile CRM when a new lead is generated. This streamlined workflow helps you stay organized and ensures no leads are missed, boosting your sales and marketing efficiency. Once set up, your Interact leads turn into Agile CRM events in real-time, allowing you to take swift action and close deals faster.

Effortlessly manage your leads from Interact by instantly creating events in Agile CRM when a new lead is generated. This streamlined workflow helps you stay organized and ensures no leads are missed, boosting your sales and marketing efficiency. Once set up, your Interact leads turn into Agile CRM events in real-time, allowing you to take swift action and close deals faster.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Add Event

    Create event an event in Agile CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    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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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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