Agile CRM + MemberSpace

Tag new MemberSpace memberships in Agile CRM contacts automatically

Streamline your membership management process with this clever workflow. When a new member joins through MemberSpace, the system immediately adds a tag to their contact information in Agile CRM. This process provides an intuitive way to categorize your contacts while reducing manual data entry errors.

Streamline your membership management process with this clever workflow. When a new member joins through MemberSpace, the system immediately adds a tag to their contact information in Agile CRM. This process provides an intuitive way to categorize your contacts while reducing manual data entry errors.

  1. When this happens...
    MemberSpaceMemberSpace
    New Membership

    Occurs when a member is added to a plan.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Add Tag to Contact

    Add Tag to a Contact in the Agile CRM.

    ActionWrite
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Supported triggers and actions

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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.

Related categories

  • CRM (Customer Relationship Management)

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About MemberSpace

MemberSpace allows you to turn any part of your website into members-only with just a few clicks.
Learn more

Related categories

  • Payment Processing