How to connect Agile CRM + Salesmsg
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- Changed Deal MilestoneTriggers when a Deal reaches a specific milestone you choose.Trigger
- Changing Any Deal MilestoneChanging any milestone in Agile CRM should be triggered.Trigger
- New CaseTriggers when a new case is added in Agile CRM.Trigger
- New ContactTriggers when a new contact is add in AgileCRM.Trigger
- New DealTriggers when a new Deal is added in AgileCRM.Trigger
- New EventTriggers when a new event is created in Agile CRM.Trigger
- New TicketTriggers when a new ticket is added in Agile CRM.Trigger
- New TaskTriggers when a new task is added in the Agile CRM.Trigger
- Agile CRM
Triggers when a tag is added to contact in AgileCRM.
Scheduled
Trigger
- Agile CRM
Subscribe to a Campaign.
Scheduled
Action
- Agile CRM
Add a Note to the Contact.
Scheduled
Action
- Agile CRM
Add Score to a Contact in the AgileCRM.
Scheduled
Action
- Agile CRM
Add Tag to a Contact in the Agile CRM.
Scheduled
Action
- Agile CRM
Create a New Company.
Scheduled
Action
- Agile CRM
Creates New Contact in the Agile CRM.
Scheduled
Action
- Agile CRM
Create a deal in the Agile CRM.
Scheduled
Action
- Agile CRM
Create event an event in Agile CRM.
Scheduled
Action
- Agile CRM
Creates Ticket in the Agile CRM.
Scheduled
Action
- Agile CRM
Create a Task for the Contact.
Scheduled
Action
- Agile CRM
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Scheduled
Action
- Salesmsg
Triggers when a contact has opted out or unsubscribed.
Instant
Trigger
- Salesmsg
Triggers when a new text message is received.
Instant
Trigger
- Salesmsg
Triggers when a new text message is sent.
Instant
Trigger
- Salesmsg
Triggers when you add a new contact.
Instant
Trigger
- Salesmsg
Triggers when an incoming phone call is missed.
Instant
Trigger
- Salesmsg
Triggers when a phone call is received.
Instant
Trigger
- Salesmsg
Triggers when a tag gets added to a contact
Instant
Trigger
- Salesmsg
Applies a tag to an existing contact.
Scheduled
Action
- Salesmsg
Creates a new note on a contact record.
Scheduled
Action
- Salesmsg
Creates a contact. Can be used to update a contact too.
Scheduled
Action
- Salesmsg
Creates and sends a group SMS to a group of contacts. (All contacts will see each others messages.)
Scheduled
Action
- Salesmsg
Identifies the number's carrier and what type of phone it is (landline, mobile, VoIP, or null).
Scheduled
Action
- Salesmsg
Removes a tag from a contact if they have it.
Scheduled
Action
- Salesmsg
Sends a new SMS or MMS text message.
Scheduled
Action
- Salesmsg
Unsubscribes a contact.
Scheduled
Action
- Salesmsg
Finds a person by first name, last name, email, or phone number.
Scheduled
Action
- Salesmsg
Finds a Salesmsg user by first name, last name, email, or phone number.
Scheduled
Action
- Salesmsg
Finds a person by first name, last name, email, or phone number.
Scheduled
Action
How Agile CRM + Salesmsg Integrations Work
- Step 1: Authenticate Agile CRM and Salesmsg.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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