Inbound Now integration with Agile CRM
How to Create Agile CRM contacts from Inbound Now leads
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
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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 Inbound Now leads" 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.
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Inbound Now actions
Nekton can use any feature that is available in Inbound Now API.
Using our advanced AI, you can easily create custom automations for Inbound Now.
Here are some typical actions you can do in your automated workflows.
Add Lead
Adds a lead to the Inbound Now Lead database.
New Lead
Triggers when a lead is created via a form submission (any Inbound Now Plugin installed, including CTA, Landing Pages, & Leads).
About Inbound Now
Inbound now builds Marketing Plugins for WordPress and does Custom WordPress Development with a heavy emphasis on marketing & conversion rate optimization.