Agile CRM + MemberSpace

Create Agile CRM contacts from new MemberSpace member profiles

Streamline your CRM management with this efficient workflow. When a new member profile is created in MemberSpace, a corresponding contact is instantly established in Agile CRM. This automation saves time and ensures every member is acknowledged promptly in your CRM system, enhancing your relationship management practices.

Streamline your CRM management with this efficient workflow. When a new member profile is created in MemberSpace, a corresponding contact is instantly established in Agile CRM. This automation saves time and ensures every member is acknowledged promptly in your CRM system, enhancing your relationship management practices.

  1. When this happens...
    MemberSpaceMemberSpace
    Created Member Profile

    Occurs when a new member profile is created (before joining a membership plan).

    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

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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.

Related categories

  • CRM (Customer Relationship Management)

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About MemberSpace

MemberSpace allows you to turn any part of your website into members-only with just a few clicks.
Learn more

Related categories

  • Payment Processing