Agile CRM + systeme.io

Create new Agile CRM contacts from new systeme.io optins

This workflow springs into action when an optin is recorded on systeme.io, resulting in a new contact creation on the Agile CRM app. By seamlessly connecting systeme.io and Agile CRM, this innovation effectively streamlines your lead management process, saving precious time and ensuring no new contacts slip through the cracks. Experience the efficiency of integrating your marketing and customer relationship management with ease and precision.

When this happens...
New Optin
Triggers when a visitor opts-in on your page.
TriggerInstant
automatically do this!
Create Contact
Creates New Contact in the Agile CRM.
ActionWrite

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Supported triggers and actions

- CampaignRequired
Trigger
Instant
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- FunnelRequired
- Funnel StepRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
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- CourseRequired
- Access TypeRequired
Action
Write
- CourseRequired
- Contact emailRequired
Action
Write

- CampaignRequired
- Contact emailRequired
Action
Write
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
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- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write
- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

- FunnelRequired
- Funnel StepRequired
Trigger
Instant
Try It
- FunnelRequired
- Funnel StepRequired
Trigger
Instant
Try It
- TagRequired
Action
Write
- TagRequired
- Contact emailRequired
Action
Write
- CampaignRequired
Action
Write
- Track / MilestoneRequired
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
Try It
- Ticket FilterRequired
Trigger
Polling
Try It
- Tag NameRequired
Trigger
Polling
Try It
- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write

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.