Agile CRM + Willo Integration

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

    Triggers the automation when a new contact is created

  • Agile CRM
    Tag is added to contact in Agile CRM

    Triggers the automation when a tag is added

  • Agile CRM
    Deal is created in Agile CRM

    Triggers the automation when a deal is created

  • Agile CRM
    Deal milestone is changed in Agile CRM

    Triggers the automation when a deal milestone is changed

  • Agile CRM
    Task is created in Agile CRM

    Triggers the automation when a new task is created

  • Agile CRM
    Event is created in Agile CRM

    Triggers the automation when a new event is created

  • Agile CRM
    Case is created in Agile CRM

    Triggers the automation when a new case is created

  • Willo
    New Response is received in Willo

    Triggers the automation when a response is submitted

    Instant
  • Willo
    Stage of response is changed in Willo

    Triggers the automation when the stage of the response changes

    Instant
2.
  • Agile CRM
    Create contact in Agile CRM

    Adds a new contact to the database

  • Agile CRM
    Update contact in Agile CRM

    Updates contact information with new details

  • Agile CRM
    Add score to contact in Agile CRM

    Assigns a score to a contact

  • Agile CRM
    Add tag to contact in Agile CRM

    Assigns a tag to a contact

  • Agile CRM
    Create deal in Agile CRM

    Generates a new deal with

  • Agile CRM
    Create task in Agile CRM

    Creates a new task

  • Agile CRM
    Add note in Agile CRM

    Adds a note to the selected item

  • Agile CRM
    Search contact in Agile CRM

    Finds and retrieves contact information

  • Agile CRM
    Search company in Agile CRM

    Finds information about a company

  • Agile CRM
    Create company in Agile CRM

    Generates a new company profile with given details

  • Agile CRM
    Subscribe to campaign in Agile CRM

    Subscribes to a campaign

  • Agile CRM
    Add event in Agile CRM

    Schedule an event

  • Willo
    Create company in Willo

    Generates a new company profile with given details

  • Willo
    Create interview in Willo

    Schedules a new interview

  • Willo
    Create invitation in Willo

    Sends a new invitation

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