Agile CRM + Kartra

Add notes in Agile CRM whenever new leads are added to a sequence in Kartra

Streamline your lead management process by instantly adding notes in Agile CRM when a new lead is added to a sequence in Kartra. This workflow ensures nothing slips through the cracks when nurturing leads, saving you time and increasing workflow efficiency. Ideal for sales or marketing teams who want to stay organized and updated in real-time as they work through their lead sequences.

Streamline your lead management process by instantly adding notes in Agile CRM when a new lead is added to a sequence in Kartra. This workflow ensures nothing slips through the cracks when nurturing leads, saving you time and increasing workflow efficiency. Ideal for sales or marketing teams who want to stay organized and updated in real-time as they work through their lead sequences.

  1. When this happens...
    KartraKartra
    Lead Is Added to Sequence

    Triggers when a lead is added to a sequence.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Add Note

    Add a Note to the Contact.

    ActionWrite
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Supported triggers and actions

    • Tag CategoriesRequired

    • TagsRequired

    Trigger
    Instant
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    • CalendarsRequired

    • Calendar ClassRequired

    Trigger
    Instant
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    • CalendarsRequired

    • Calendar ClassRequired

    Trigger
    Instant
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    • FormsRequired

    Trigger
    Instant
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agile-crm logo

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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kartra logo
kartra logo

About Kartra

Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.
Learn more

Related categories

  • Marketing Automation

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