Agile CRM + Yanado Integration

Connect Agile CRM to Yanado in 1 click

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Popular Agile CRM + Yanado Workflows

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Agile CRM + Yanado Integration

Create Yanado email task for new Agile CRM contact

Agile CRM and Yanado 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 email task in Yanado? 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 + Yanado Integration

Create Yanado email 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. Yanado is a great tool for this.

All you need to do is - integrate Yanado with Agile CRM to create email task in Yanado 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 + Yanado Integration

Create Yanado email 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 email task in Yanado 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 Yanado, creating email task in Yanado is now easier than ever. Whenever a deal is created in Agile CRM, you can automatically create a corresponding email task in Yanado to keep your team up-to-date.
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Agile CRM + Yanado 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
  • Yanado
    Task is created in Yanado
  • Yanado
    Email task is created in Yanado
  • Yanado
    Task is updated in Yanado
  • Yanado
    Task status is changed in Yanado
  • Yanado
    Task reminder is created in Yanado
  • Yanado
    Comment is created in Yanado
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
  • Yanado
    Create task from email in Yanado
  • Yanado
    Update task in Yanado
  • Yanado
    Search Task in Yanado
  • Yanado
    Create task in Yanado
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