Agile CRM + Super Receptionist

Agile CRM + Super Receptionist integrations

Add new Super Receptionist call data records as tasks in Agile CRM

Keep track of the tasks that call into your business with Super Receptionist, then pass those tasks along to your sales team via Agile CRM for maximum impact. This Zapier integration will automatically create a task in Agile CRM when a new call record is created in your Super Receptionist account. That way, your sales team will know about new tasks immediately and take action.

When this happens...
New Call Data RecordTriggers when a call is completed, as a CDR is generated once an agent or customer hangs up.
TriggerInstant
automatically do this!
Create TaskCreate a Task for the Contact.
ActionWrite

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More things you can do with Super Receptionist and Agile CRM

Discover other triggers and actions you can use with Super Receptionist and Agile CRM

- Super Receptionist Number(s)
  Required
Trigger
Instant
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Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
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- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write

- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

- Track / Milestone
  Required
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
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- Ticket Filter
  Required
Trigger
Polling
Try It
- Tag Name
  Required
Trigger
Polling
Try It
- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write

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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About Super Receptionist

Super Receptionist is a call centre solution that lets you set up a call handling process for customer care, sales and other departments.

HelpHelp

Related categories

Phone & SMS