Agile CRM integration with Mothernode CRM
How to Add new Agile CRM contacts to Mothernode CRM
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 "Add new Agile CRM contacts to Mothernode CRM" 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 Mothernode CRM integrations
Mothernode CRM actions
Nekton can use any feature that is available in Mothernode CRM API.
Using our advanced AI, you can easily create custom automations for Mothernode CRM.
Here are some typical actions you can do in your automated workflows.
Create Case
Creates a new Case
Create Customer
Creates a Customer
Create Contact
Creates a Contact
Create Lead
Creates a Lead in Mothernode CRM
About Mothernode CRM
Mothernode CRM - manage your sales pipeline, improve customer retention and automate your business processes.