Agile CRM + DropFunnels Integration

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Agile CRM + DropFunnels Integration

Create DropFunnels member for new Agile CRM contact

If you're using Agile CRM to manage your sales leads, it's important to also use DropFunnels to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Agile CRM, a corresponding member will automatically be created in DropFunnels.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Agile CRM + DropFunnels 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
  • DropFunnels
    Course member is created in DropFunnels Instant
  • DropFunnels
    Lead is created in DropFunnels Instant
  • DropFunnels
    Order is created on main product in DropFunnels Instant
  • DropFunnels
    Subscription order is created on all products in DropFunnels Instant
  • DropFunnels
    Order is created on all products in DropFunnels Instant
  • DropFunnels
    Order is created on Upsell/Downsell product in DropFunnels Instant
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
  • DropFunnels
    Create member in DropFunnels
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