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Create Myphoner lead for new Agiled contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Agiled - Myphoner integration, anytime a new Agiled contact is created, an Myphoner lead should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Myphoner lead for new Agiled proposal
But what if you could automatically create a lead in Myphoner each time you created a proposal? With this integration, you can! When you create a new proposal in Agiled, Integrately will automatically create a new lead in Myphoner.
When Contact is created in Agiled > Check condition > Create lead in Myphoner
When Employee is created in Agiled > Check condition > Create lead in Myphoner
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to automate repetitive tasks between Agiled & Myphoner
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Agiled is the easiest way to manage your business, save time and get paid faster. Be it - managing employees or projects, tracking hours or tasks, creating professional contracts or invoices - Agiled is the tool for you!
See Agiled IntegrationsMyphoner is the perfect tool for sales agents to improve their workflow and lead management. It helps track your leads, create a superior workflow, and make cold calling more efficient and effective.
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