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Agile CRM + Super Receptionist

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.

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.

  1. When this happens...
    Super ReceptionistSuper Receptionist
    New Call Data Record

    Triggers when a call is completed, as a CDR is generated once an agent or customer hangs up.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Create Task

    Create a Task for the Contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Super Receptionist Number(s)Required

    Trigger
    Instant
    Try It
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
agile-crm logo
agile-crm logo

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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super-receptionist logo

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.

Related categories