Agile CRM + Vivocalendar

Agile CRM + Vivocalendar integrations

Add new Vivocalendar customers as Agile CRM contacts

This integration streamlines customer management processes, ensuring that data is up to date by adding new Vivocalendar customers to Agile CRM as contacts.

When this happens...
New CustomersTriggers when a new customers is created.
TriggerPolling
automatically do this!
Create ContactCreates New Contact in the Agile CRM.
ActionWrite

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More things you can do with Vivocalendar and Agile CRM

Discover other triggers and actions you can use with Vivocalendar and Agile CRM

New Appointments
Triggers when a new appointment is created.
Trigger
Polling
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New User
Triggers when a new staff members is created.
Trigger
Polling
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- Appointment Id
  Required
Action
Write
- Track / Milestone
  Required
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
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- Ticket Filter
  Required
Trigger
Polling
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- Tag Name
  Required
Trigger
Polling
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- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write

New Customers
Triggers when a new customers is created.
Trigger
Polling
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- Appointment Type
  Required
- Duration
  Required
- Appointment Start Time
  Required
- Appointment End Time
  Required
- Appointment Date
  Required
- Title
- Description
- Customer name
  Required
- Customer email
Action
Write
- name
  Required
- email
Action
Write
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
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- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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About Vivocalendar

Instantly integrate Vivocalendar with 6000+ apps for effortless work automation.

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