
When this happens...
New Contact Created
New List Created
New Tag Created

Automatically do this!
List All Contacts
List All Companies
List All Events
List All Deals
List All Campaigns
List All Tracks
List All Tickets Filter
List All Pending Task
Create Contact
Create Company
Create Deal
Add Event
Create Ticket
Create Task
Add to Campaign
Add Note to Contact
Add Score to Contact
Add Tag to Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Contact is added to any list.
Triggers when a new list Created.
Trigger when a New Tag created.
Triggers when a new contact is created in agile crm
Triggers when a new deal is created
Triggers when a task is created.
Action is the task that follows automatically within your SendX integrations.
Creates a new contact in SendX.
Update a contact in SendX.
Creates a contact in SendX.
Unsubscribe a Contact in SendX.
Search Contact By Email in Mailtrap.
Creates a list in SendX.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your SendX and Agile CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SendX triggers actions in Agile CRM (or vice versa).
Absolutely. You can customize how SendX data is recorded in Agile CRM. This includes choosing which data fields go into which fields of Agile CRM, setting up custom formats, and filtering out unwanted information.
The data sync between SendX and Agile CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SendX and Agile CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
SendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.
Learn MoreAgile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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