Agile CRM + MemberSpace
Tag new MemberSpace memberships in Agile CRM contacts automatically
Streamline your membership management process with this clever workflow. When a new member joins through MemberSpace, the system immediately adds a tag to their contact information in Agile CRM. This process provides an intuitive way to categorize your contacts while reducing manual data entry errors.
Streamline your membership management process with this clever workflow. When a new member joins through MemberSpace, the system immediately adds a tag to their contact information in Agile CRM. This process provides an intuitive way to categorize your contacts while reducing manual data entry errors.
- When this happens...New Membership
Occurs when a member is added to a plan.
- automatically do this!Add Tag to Contact
Add Tag to a Contact in the Agile CRM.
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Membership PlanRequired
Try ItCreated Member Profile
Occurs when a new member profile is created (before joining a membership plan).
Try ItEmail
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try It
Membership PlanRequired
Try ItUpdated Member Profile
Occurs when a member has updated their account profile (e.g. name change, email change). Will automatically occur when the "New Membership" trigger occurs.
Try ItTrack / MilestoneRequired
Try ItNew Case
Triggers when a new case is added in Agile CRM.
Try It
