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.
- When this happens...
- automatically do this!Add Note
Add a Note to the Contact.
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