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Agile CRM + Tally

Create new Agile CRM contacts from new Tally submissions

Improve your customer engagement with this streamlined integration. Upon receipt of a new submission in Tally, a corresponding contact is immediately created in Agile CRM. This eliminates possible errors arising from manual entries and amplifies your customer management efficiency, allowing more time to nurture client interactions.

Improve your customer engagement with this streamlined integration. Upon receipt of a new submission in Tally, a corresponding contact is immediately created in Agile CRM. This eliminates possible errors arising from manual entries and amplifies your customer management efficiency, allowing more time to nurture client interactions.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

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

    Creates New Contact in the Agile CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Select a formRequired

    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 triggers, actions, and search

    New Contact

    Triggers when a new contact is add in AgileCRM.

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

    New Event

    Triggers when a new event is created in Agile CRM.

    Trigger
    Scheduled
    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.
Help

Related categories

  • CRM (Customer Relationship Management)

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tally logo
tally logo

About Tally

The simplest way to create beautiful forms and surveys, for free.
Learn moreHelp

Related categories

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Related Zap Templates

  • Add tags to Agile CRM contacts for new Tally submissions

Related Zap Templates