Create new Agile CRM contacts from new Xero contacts
Enjoy a simplified workflow with this automation that is activated whenever a new contact is added in Xero. The workflow promptly establishes a correspondent in Agile CRM, ensuring you never miss out on keeping your contact lists up-to-date across both platforms. Use this feature to maintain accurate and consistent customer relationship management.
Enjoy a simplified workflow with this automation that is activated whenever a new contact is added in Xero. The workflow promptly establishes a correspondent in Agile CRM, ensuring you never miss out on keeping your contact lists up-to-date across both platforms. Use this feature to maintain accurate and consistent customer relationship management.
- When this happens...New Contact
Triggers when you add a new contact.
- automatically do this!Create Contact
Creates New Contact in the Agile CRM.
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