Agile CRM + Luxury Presence
Create Agile CRM contacts for new Luxury Presence leads or lead activities
Easily stay organized and streamline your lead management process with this efficient workflow between Luxury Presence and Agile CRM. Whenever a new lead or lead activity takes place in Luxury Presence, a corresponding contact is created in Agile CRM, ensuring a smooth experience for both you and your clients. This automation helps save time, keep your CRM updated and allows you to focus on what's really important; building relationships and closing deals.
Easily stay organized and streamline your lead management process with this efficient workflow between Luxury Presence and Agile CRM. Whenever a new lead or lead activity takes place in Luxury Presence, a corresponding contact is created in Agile CRM, ensuring a smooth experience for both you and your clients. This automation helps save time, keep your CRM updated and allows you to focus on what's really important; building relationships and closing deals.
- When this happens...New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
- automatically do this!Create Contact
Creates New Contact in the Agile CRM.
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New Lead or Lead Activity
Triggers when a new lead or a new lead activity is created.
Try ItChanging Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try ItNew Contact
Triggers when a new contact is add in AgileCRM.
Try ItNew Event
Triggers when a new event is created in Agile CRM.
Try It
