Agile CRM + Keystone Academic Solutions
Create or update Agile CRM contacts from new leads in Keystone Academic Solutions
Streamline your lead management process with this workflow. When a new lead is registered in Keystone Academic Solutions, it promptly updates or creates a new contact in your Agile CRM system. This seamless automation helps you stay organized, ensuring that no new leads slip through the cracks while providing value by saving you time on manual data entry.
Streamline your lead management process with this workflow. When a new lead is registered in Keystone Academic Solutions, it promptly updates or creates a new contact in your Agile CRM system. This seamless automation helps you stay organized, ensuring that no new leads slip through the cracks while providing value by saving you time on manual data entry.
- When this happens...New Lead
Triggers when a new lead is sent from SmartHub to Zapier.
- 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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