Trigger processes smoothly and automate workflows automatically by linking Agile CRM to Process Street. When you hit certain deal milestones, Zapier creates and assigns Process Street checklists from a template of your choice, pre-populated with data from Agile CRM.
How It Works
- A deal is updated in Agile CRM
- Zapier creates a Process Street checklist
What You Need
- Agile CRM account
- Process Street account
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Triggers when a new Deal is added in AgileCRM.
Creates New Contact in the Agile CRM.
Triggers when a new ticket is added in Agile CRM.
Create a deal in the Agile CRM.
Triggers when a new contact is add in AgileCRM.
Create a Task for the Contact.
Triggers when a new case is added in Agile CRM.
Add Tag to a Contact in the Agile CRM.
Triggers when a tag is added to contact in AgileCRM.
Add a Note to the Contact.