New deals in agileCrm — Activities in Orbit

The scenario catches new deals in agileCrm and creates activities in Orbit. Runs on its own, no manual copying.

  • Deals from agileCrm log themselves as Orbit activities
  • Client work history has no gaps
  • No manual event logging
Agile CRM
Add it to your accountScriptera

How it works

To create Agile CRM records from Orbit without manual input, use a ready-made scenario.

  1. Starts when: Schedule
  2. Then: Agile Crm
  3. Then: Copper

You can launch this Orbit + Agile CRM integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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