Agile CRM + TheGenie Marketing Hub
Create Agile CRM contacts for new TheGenie Marketing Hub leads
Need to organize and manage all TheGenie leads you are receiving? Use this Agile CRM integration to create a new contact and note automatically so you can focus on your important work.
Need to organize and manage all TheGenie leads you are receiving? Use this Agile CRM integration to create a new contact and note automatically so you can focus on your important work.
- When this happens...New Lead
Triggers when a new lead is received from TheGenie platform.
- automatically do this...Create Contact
Creates New Contact in the Agile CRM.
- then do this!Add Note
Add a Note to the Contact.
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New Lead
Triggers when a new lead is received from TheGenie platform.
Try ItTrack / MilestoneRequired
Try ItNew Case
Triggers when a new case is added in Agile CRM.
Try ItNew Deal
Triggers when a new Deal is added in AgileCRM.
Try It
Source Lead Id
Partner IdRequired
First Name
Last Name
Email Address
Phone Number
Referring Url
Note
Tags
UtmSource
Utm Medium
Utm Campaign
Utm Term
Utm Content
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try ItNew Contact
Triggers when a new contact is add in AgileCRM.
Try ItNew Event
Triggers when a new event is created in Agile CRM.
Try It
