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Agile CRM + Zoho Campaigns

Create tasks in Agile CRM for new contacts in Zoho Campaigns

Streamline your sales pipeline management with this Zoho Campaigns and Agile CRM connection. Whenever a new contact is added in Zoho Campaigns, a task will be created in Agile CRM, ensuring your team stays up-to-date and ready for action. Maintain a seamless sales process and keep track of your leads effortlessly with this automation.

Streamline your sales pipeline management with this Zoho Campaigns and Agile CRM connection. Whenever a new contact is added in Zoho Campaigns, a task will be created in Agile CRM, ensuring your team stays up-to-date and ready for action. Maintain a seamless sales process and keep track of your leads effortlessly with this automation.

  1. When this happens...
    Zoho CampaignsZoho Campaigns
    New Contact

    Triggers when a new contact is added to a mailing list.

    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?
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
    • CampaignRequired

    Action
    Write
    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select a Campaign to CloneRequired

    • New Campaign NameRequired

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Associate contacts with topics

    • Lawful basis

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Move to Do-Not-Mail

    Action
    Write
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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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