Agile CRM + NUACOM

Agile CRM + NUACOM integrations

Add new NUACOM incoming calls to Agile CRM as notes

Use this Zapier integration to automatically add every new incoming NUACOM call as a note to your caller's contact page on Agile CRM. That way, you can easily and efficiently centralize your calls and email conversations in one place.

When this happens...
New Incoming CallTriggers when a new incoming call is received (includes answered and missed calls).
TriggerInstant
automatically do this...
Find ContactFind a contact in NUACOM phone book.
ActionSearch
then do this!
Add NoteAdd a Note to the Contact.
ActionWrite

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More things you can do with NUACOM and Agile CRM

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

New Incoming Call
Triggers when a new incoming call is received (includes answered and missed calls).
Trigger
Instant
Try It
New Call
Triggers when there is a new call (includes incoming, outgoing for answered and missed).
Trigger
Instant
Try It
New Outgoing Call
Triggers when a new outgoing call is made (includes answered and unanswered calls).
Trigger
Instant
Try It
- 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

New Incoming Missed Call
Triggers when a new incoming call is missed.
Trigger
Instant
Try It
New Outgoing Answered Call
Triggers when a new outgoing answered call is made.
Trigger
Instant
Try It
- Name, Email, or Phone
  Required
Action
Search
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

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.

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Related categories

CRM (Customer Relationship Management)

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About NUACOM

NUACOM is a unified communication platform and phone system to automate your call process.

HelpHelp

Related categories

Phone & SMS