OnceHub integration with Agile CRM
How to Create Agile CRM contacts from OnceHub bookings
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Agile CRM contacts from OnceHub bookings" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Agile CRM integrations
Knowing who your customers are and how they interact with your business is a key part of sales and marketing. Nekton can help by automatically updating your contacts in Agile CRM and reducing the time you spend on manual data entry. You can even use Nekton to add tags to your contacts so you can sort, filter, segment, and target them more efficiently.
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Agile CRM actions
Nekton can use any feature that is available in Agile CRM API.
Using our advanced AI, you can easily create custom automations for Agile CRM.
Here are some typical actions you can do in your automated workflows.
Add Note
Add a Note to the Contact.
Add Tag to Contact
Add Tag to a Contact in the Agile CRM.
Create Contact
Creates New Contact in the Agile CRM.
Add Event
Create event an event in Agile CRM.
Create Task
Create a Task for the Contact.
Add to Campaign
Subscribe to a Campaign.
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.