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Agile CRM + Interact

Create Agile CRM contacts from new Interact leads

Effortlessly manage your new leads by instantly creating contacts in Agile CRM whenever a new lead is added in Interact. This automation streamlines your lead management process and ensures all valuable prospects are nurtured in your CRM. Improve sales efficiency and never miss out on potential opportunities.

Effortlessly manage your new leads by instantly creating contacts in Agile CRM whenever a new lead is added in Interact. This automation streamlines your lead management process and ensures all valuable prospects are nurtured in your CRM. Improve sales efficiency and never miss out on potential opportunities.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    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?
    • 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
agile-crm logo
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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