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Agile CRM WooCommerce Integration

Agile CRM

Integrating Agile CRM and WooCommerce

Triggers:

  • New Deal
  • New Contact
  • New Case
  • New Tag to a Contact

Actions:

  • Create Deal
  • Create Task for a Contact
  • Add Tag to Contact
  • Add Note to a Contact

Scenarios:

  • keep deal, contact and task information in Agile CRM updated when new WooCommerce orders
  • Add tags to contacts to mange follow up from orders
  • add order comments to Agile CRM contacts

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