Agile CRM + Convertful Integration

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Agile CRM + Convertful Integration
1.
  • Agile CRM
    Contact is created in Agile CRM

    Triggers the automation whenever a new contact is created

  • Agile CRM
    Tag is added to contact in Agile CRM

    Triggers the automation whenever a tag is added

  • Agile CRM
    Deal is created in Agile CRM

    Triggers the automation whenever a deal is created

  • Agile CRM
    Deal milestone is changed in Agile CRM

    Triggers the automation whenever a deal milestone is changed

  • Agile CRM
    Task is created in Agile CRM

    Triggers the automation whenever a new task is created

  • Agile CRM
    Event is created in Agile CRM

    Triggers the automation whenever a new event is created

  • Agile CRM
    Case is created in Agile CRM

    Triggers the automation whenever a new case is created

  • Convertful
    Form is submitted in Convertful

    Triggers the automation whenever a form is filled

    Instant
2.
  • Agile CRM
    Create contact in Agile CRM

    Automatically adds a new contact to the database

  • Agile CRM
    Update contact in Agile CRM

    Automatically updates contact information with new details

  • Agile CRM
    Add score to contact in Agile CRM

    Automatically assigns a score to a contact

  • Agile CRM
    Add tag to contact in Agile CRM

    Automatically assigns a tag to a contact

  • Agile CRM
    Create deal in Agile CRM

    Automatically generates a new deal with

  • Agile CRM
    Create task in Agile CRM

    Automatically creates a new task

  • Agile CRM
    Add note in Agile CRM

    Automatically adds a note to the selected item

  • Agile CRM
    Search contact in Agile CRM

    Automatically finds and retrieves contact information

  • Agile CRM
    Search company in Agile CRM

    Automatically find information about a company

  • Agile CRM
    Create company in Agile CRM

    Automatically generates a new company profile with given details

  • Agile CRM
    Subscribe to campaign in Agile CRM

    Automatically subscribes to a campaign

  • Agile CRM
    Add event in Agile CRM

    Automatically schedule an event

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