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.
- When this happens...Created Member Profile
Occurs when a new member profile is created (before joining a membership plan).
- automatically do this!Create Contact
Creates New 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.
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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.
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