Route integration with Agile CRM
How to Add Route contacts to Agile 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 Route contacts to Agile 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 Route integrations
Route actions
Nekton can use any feature that is available in Route API.
Using our advanced AI, you can easily create custom automations for Route.
Here are some typical actions you can do in your automated workflows.
Track Event
Tracks an event triggered by a contact in your site or app.
New Automation Task
Triggers when your automation reaches an action with a Nekton task.
New Contact
Triggers when a new contact is identified by Route.
About Route
Route is a multi-channel marketing automation platform. Identify contacts in your site or app, track their behaviour and trigger automated personalized campaigns.