Agile CRM + Redbooth Integration

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Agile CRM + Redbooth Integration

Create Redbooth task for new Agile CRM contact

Agile CRM and Redbooth are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Agile CRM, do you also create a task in Redbooth? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Agile CRM + Redbooth Integration

Create Redbooth task for new Agile CRM task

Agile CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Agile CRM. Redbooth is a great tool for this.

All you need to do is - integrate Redbooth with Agile CRM to create task in Redbooth automatically when certain task occur in Agile CRM. This can save you time by not having to manually create tasks in both systems.
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Agile CRM + Redbooth Integration

Create Redbooth task for new Agile CRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Redbooth to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Agile CRM? Well now there is!

With our integration between Agile CRM and Redbooth, creating task in Redbooth is now easier than ever. Whenever a deal is created in Agile CRM, you can automatically create a corresponding task in Redbooth to keep your team up-to-date.
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Agile CRM + Redbooth 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
  • Redbooth
    Task is created in Redbooth
  • Redbooth
    Project is created in Redbooth
  • Redbooth
    Notification is created in Redbooth
  • Redbooth
    List is created in Redbooth
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
  • Redbooth
    Create task list in Redbooth
  • Redbooth
    Create project in Redbooth
  • Redbooth
    Create Subtask in Redbooth
  • Redbooth
    Create task in Redbooth
  • Redbooth
    Search task in Redbooth
  • Redbooth
    Create comment in Redbooth
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