Agile CRM + Leadinfo
Create new Agile CRM contacts from new Leadinfo lead bots
Streamline your CRM management with this efficient workflow. Once a lead is detected within Leadinfo, a contact entry is instantly created in Agile CRM. This keeps your database up-to-date and ensures you never miss a potential client. Experience organization and productivity like never before.
Streamline your CRM management with this efficient workflow. Once a lead is detected within Leadinfo, a contact entry is instantly created in Agile CRM. This keeps your database up-to-date and ensures you never miss a potential client. Experience organization and productivity like never before.
- When this happens...Lead Bot
Triggers when a Lead Bot is successfully submitted.
- automatically do this!Create Contact
Creates New Contact in the Agile CRM.
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LeadbotRequired
ComponentRequired
Try ItShare
Triggers when a company is manually shared in the Inbox
Try ItTrack / MilestoneRequired
Try ItNew Case
Triggers when a new case is added in Agile CRM.
Try It
Lead Gen Form
Triggers when a Lead Gen Form is succesfully submitted.
Try ItTrigger
Triggers when a configured trigger inside Leadinfo is matched
Try ItChanging Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try ItNew Contact
Triggers when a new contact is add in AgileCRM.
Try It
