New companies in Affinity — Companies in Agile CRM
The scenario catches new companies in Affinity and creates companies in Agile CRM, reshapes the data along the way. Runs on its own, no manual copying.
Every company from Affinity gets a copy in Agile CRM, with no double entry.
To create Agile CRM records from Affinity without manual input, use a ready-made scenario.
Starts when: Affinity
Then: Set
Then: Moe Delo
You can launch this Affinity + Agile CRM integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.