Agile CRM + MeetFox

Agile CRM + MeetFox integrations

Create Agile CRM contacts from new MeetFox clients

Keeping track of your customers is vital, but also tedious and time-consuming. Save time and effort by using this integration to automatically create Agile CRM contacts as soon as a client books a meeting with you via Meetfox. Keep your contact lists up to date without spending time wrestling with manual input.

When this happens...
New MeetingTriggers when a new meeting is created.
TriggerPolling
automatically do this!
Create ContactCreates New Contact in the Agile CRM.
ActionWrite

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More things you can do with MeetFox and Agile CRM

Discover other triggers and actions you can use with MeetFox and Agile CRM

New Meeting
Triggers when a new meeting is created.
Trigger
Polling
Try It
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
Try It

- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write

- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

- Track / Milestone
  Required
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
Try It
- Ticket Filter
  Required
Trigger
Polling
Try It
- Tag Name
  Required
Trigger
Polling
Try It
- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About MeetFox

MeetFox is an easy-to-use meeting tool with online scheduling, seamless video calls and immediate payments all-in-one. Helping you monetize your time while providing a great user experience for your clients.

HelpHelp

Related categories

Scheduling & Booking