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Agile CRM + Streak

Update Agile CRM contacts when Streak contacts are updated

Keep your Streak and Agile CRM contacts updated with this seamless workflow. When a contact is updated in Streak, this automation will create or update the corresponding contact in Agile CRM. No more manual data entry or worrying about outdated contact information—your contact management stays efficient and up-to-date.

Keep your Streak and Agile CRM contacts updated with this seamless workflow. When a contact is updated in Streak, this automation will create or update the corresponding contact in Agile CRM. No more manual data entry or worrying about outdated contact information—your contact management stays efficient and up-to-date.

  1. When this happens...
    StreakStreak
    Updated Contact

    Triggered when a contact is updated.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • PipelineRequired

    Trigger
    Instant
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    • Stage

    • Field

    • PipelineRequired

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    Instant
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    • PipelineRequired

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    Instant
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    • PipelineRequired

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    Instant
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    • Stage

    • PipelineRequired

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    Instant
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    • PipelineRequired

    Trigger
    Instant
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    • Team KeyRequired

    Trigger
    Instant
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    • TeamRequired

    Trigger
    Instant
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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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