Create notes in Agile CRM for new Paperless Forms entries
Effortlessly streamline your data management by connecting Paperless Forms and Agile CRM. With this automation, whenever a new entry is submitted in Paperless Forms, the information will be directly added as a note in Agile CRM. This workflow simplifies your process and saves time, ensuring important details are always easily accessible in your CRM system.
Effortlessly streamline your data management by connecting Paperless Forms and Agile CRM. With this automation, whenever a new entry is submitted in Paperless Forms, the information will be directly added as a note in Agile CRM. This workflow simplifies your process and saves time, ensuring important details are always easily accessible in your CRM system.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Add Note
Add a Note to the Contact.
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