Agile CRM + Checkvist Integration

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Agile CRM + Checkvist Integration

Create Checkvist list for new Agile CRM deal

If you're using Agile CRM and Checkvist to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Agile CRM, a list will automatically be created in Checkvist.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Agile CRM and Checkvist accounts and start creating deal!
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Agile CRM + Checkvist Integration

Create Checkvist list for new Agile CRM contact

When you create a new contact in Agile CRM, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Agile CRM and Checkvist!
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Agile CRM + Checkvist Integration
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Checkvist
    List item is created in Checkvist
  • Checkvist
    List is created in Checkvist
2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Checkvist
    Create list in Checkvist
  • Checkvist
    Create list item in Checkvist
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