How to connect Agile CRM + Speak2Leads
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Track / MilestoneRequired
Triggers when a new case is added in Agile CRM.Try ItTriggerScheduled
Triggers when a new Deal is added in AgileCRM.Try ItTriggerScheduled
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.Try ItTriggerInstant
Triggers when a new contact is add in AgileCRM.Try ItTriggerScheduled
Triggers when a new event is created in Agile CRM.Try ItTriggerScheduled
Triggers when a new task is added in the Agile CRM.Try ItTriggerScheduled
- Step 1: Authenticate Agile CRM and Speak2Leads.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.