Agile CRM + Kendo Email
Manage newly exported Kendo Email leads by creating or updating contacts in Agile CRM
When a new lead detail is exported in Kendo Email, this workflow ensures their information is immediately updated or created in your Agile CRM. This automation makes it efficient to keep your CRM information up-to-date, allowing your team more time for customer interaction. No need for manual entries or updates, as this process ensures every new contact from Kendo Email is instantly reflected in Agile CRM.
When a new lead detail is exported in Kendo Email, this workflow ensures their information is immediately updated or created in your Agile CRM. This automation makes it efficient to keep your CRM information up-to-date, allowing your team more time for customer interaction. No need for manual entries or updates, as this process ensures every new contact from Kendo Email is instantly reflected in Agile CRM.
- When this happens...New Lead Was Exported
Triggers when a new lead is created.
- automatically do this!Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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