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

  1. When this happensStep 1: New Call Data Record

  2. Then do thisStep 2: Create Task

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.

How this Super Receptionist-Agile CRM integration works

  1. A new call record gets created in your Super Receptionist account
  2. Zapier automatically creates a new task in Agile CRM

Apps involved

  1. Super Receptionist
  2. Agile CRM

Connect Agile CRM + Super Receptionist in Minutes

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