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Agile CRM + involve.me

Create notes in Agile CRM for new completed involve.me submissions

Efficiently maintain your CRM and save time with this seamless workflow. When you receive a new completed submission in involve.me, a note is created in Agile CRM, keeping your CRM organized and helping you easily track customer interactions without any manual effort.

Efficiently maintain your CRM and save time with this seamless workflow. When you receive a new completed submission in involve.me, a note is created in Agile CRM, keeping your CRM organized and helping you easily track customer interactions without any manual effort.

  1. When this happens...
    involve.meinvolve.me
    TriggerScheduled
  2. automatically do this!
    Agile CRMAgile CRM
    Add Note

    Add a Note to the Contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • involve.me ProjectRequired

    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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