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Agentcis and Salesflare

CRM (Customer Relationship Management) agentcis.com ↗

How to connect Agentcis

What you can automate

  • When new Client in Agentcis, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Lead in Agentcis, find or create contact in Salesflare.

About Agentcis

Agentcis is a business management application for Education and Migration Agencies that goes beyond currently available CRM platforms.

Agentcis operations on Zapier

Triggers (3)

Start a workflow when this happens

  • New Client — Triggers when a new client is added.
  • New Lead — Triggers when a new lead is added.
  • New Prospect — Triggers when a new prospect is added.

Actions (2)

Things Salesflare can make it do

  • Add Contact — Add a new contact.
  • Update Contact — Update existing contact field.

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