Agile CRM + Tenancy - Rental Property CRM
Create contacts and deals in Agile CRM from new Tenancy leads
Set up this integration to automatically add each new rental lead in Tenancy to Agile CRM. This Zap will instantly generate a contact and a deal for them in Agile CRM, prepping your follow-up workflows without the need for any tedious manual updates.
Set up this integration to automatically add each new rental lead in Tenancy to Agile CRM. This Zap will instantly generate a contact and a deal for them in Agile CRM, prepping your follow-up workflows without the need for any tedious manual updates.
- When this happens...New Leads
Triggers when there is a new leads.
- automatically do this...Create Contact
Creates New Contact in the Agile CRM.
- then do this!Create Deal
Create a deal in the Agile CRM.
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New Leads
Triggers when there is a new leads.
Try ItListing Ad
Triggers when listing published
Try ItTrack / MilestoneRequired
Try ItNew Case
Triggers when a new case is added in Agile CRM.
Try It
Lead Report
Triggers when an inquiry completed or timed out.
Try ItFirstnameRequired
LastnameRequired
EmailRequired
Phone Number
Inquiry
Street
City
Province
Postal Code
Country
Type
Tenancy Listing URLRequired
Title
Unit Number
Rate
Rental Frequency
Frequency Unit
TypeRequired
Date Availability
Changing 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
