TPNI Engage integration with Agile CRM
How to Add new InstantCustomer subscribers as Agile CRM contacts
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 "Add new InstantCustomer subscribers as Agile CRM contacts" 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 TPNI Engage integrations
TPNI Engage actions
Nekton can use any feature that is available in TPNI Engage API.
Using our advanced AI, you can easily create custom automations for TPNI Engage.
Here are some typical actions you can do in your automated workflows.
Add New Subscriber
Add New Subscriber
New Campaign
Triggered when a new campaign is added.
New Timed Subscriber Added
Triggers a predefined amount of time after a subscriber is added, perfect for catching follow up responses.
New Subscriber Added
New Subscriber Added
About TPNI Engage
The world's first completely integrated multi-channel lead capture, follow up, sales and marketing system.