AgentMethods + Search And Save

Create AgentMethods contacts for new Search and Save customers

Make it easy to keep your customer list in Search and Save up-to-date with your marketing campaigns in AgentMethods. This integration adds an AgentMethods contact when you save a new customer in Search and Save, making it easy for you to keep everything up-to-date.

When this happens...
New Customers
Triggers when a new customer / list is created in Search And Save.
TriggerPolling
automatically do this!
Create Contact
Creates a new Contact in AgentMethods.
ActionWrite

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Supported triggers and actions

- Start Date
- End Date
- Show All CustomersRequired
Trigger
Polling
Try It
- Filter ActivitiesRequired
Trigger
Instant
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New Form Submission
Triggers when new Form submitted from AgentMethods Website.
Trigger
Instant
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- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- Source
Action
Write

Add New Customer
Add a new customer to the system.
Action
Write
Fetch Email Send Activities
Triggers when scheduled campaigns are sent out.
Trigger
Instant
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Website Visit
Triggers when Users visit the AgentMethods Websites.
Trigger
Instant
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- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- create contact if it doesn't existRequired
- Source
Action
Write