Create new Spondyr documents for new Agile CRM contacts
When this happensStep 1: New Contact
Then do thisStep 2: Create Spondyr
Want to create merged Spondyr documents from new contacts created in Agile CRM? With this integration, Zapier will automatically send new contact information from Agile CRM to Spondyr to create and optionally deliver merged documents.
How this Agile CRM-Spondyr integration works
- A new contact is added in Agile CRM
- Zapier will send the contact's data to Spondyr and use the template/rules you've defined there to create merged documents
- Agile CRM