Intégration Patreon Agile CRM à l'aide d'agents IA
Appy Pie Automate vous permet d'intégrer Patreon avec Agile CRM à l'aide d'agents IA
- Pas de carte de crédit nécessaire
- 7 jours d'essai gratuit
- Installation rapide comme l'éclair
Simplifiez l'intégration Patreon Agile CRM avec une configuration transparente
Configurez facilement l'intégration Patreon Agile CRM sans codage. Commencez à automatiser vos flux de travail et intégrez Patreon à Agile CRM dès aujourd'hui.
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Membre supprimé
Déclenché lorsqu'une adhésion est supprimée.
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Membre supprimé
Déclenché lorsqu'une adhésion est supprimée.
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Engagement supprimé
Se déclenche lorsqu'un engagement existant est supprimé.
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Poste supprimé
Déclenché lorsqu'un message est supprimé sur une campagne.
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Nouveau membre
Se déclenche lorsqu'un nouveau membre est créé, soit par une promesse de don, soit en suivant une campagne.
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Nouveau membre
Se déclenche lorsqu'un nouveau membre est créé, soit par une promesse de don, soit en suivant une campagne.
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Nouvel engagement
Se déclenche lorsqu'une nouvelle promesse de don est reçue pour une campagne.
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Nouveau poste
Déclenché lorsqu'un nouveau message est publié sur une campagne.
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Membre actualisé
Déclenché lorsque les informations relatives à l'adhésion sont modifiées. Comprend les mises à jour des événements de facturation des paiements.
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Membre actualisé
Déclenché lorsque les informations relatives à l'adhésion sont modifiées. Comprend les mises à jour des événements de facturation des paiements.
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Mise à jour de l'engagement
Se déclenche lorsqu'un engagement a été mis à jour.
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Mise à jour
Déclenché lorsqu'un message est mis à jour sur une campagne.
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Changement d'étape du contrat
Se déclenche lorsqu'un accord atteint une étape spécifique.
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Modification de n'importe quelle étape de l'accord
Se déclenche lorsque des modifications sont apportées à un jalon de l'opération.
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Nouveau contact
Se déclenche lorsqu'un nouveau contact est ajouté.
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Nouvelle entente
Se déclenche lorsqu'une nouvelle affaire est ajoutée.
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Nouvel événement
Se déclenche lorsqu'un nouvel événement est créé.
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Nouvelle étiquette à contacter
Se déclenche chaque fois qu'une étiquette est ajoutée à un contact dans AgileCRM.
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Nouvelle tâche
Se déclenche à chaque fois qu'une nouvelle tâche est ajoutée.
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Nouveau billet
Se déclenche lors de l'ajout d'un nouveau ticket dans Agile CRM.
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Ajouter un événement
Créez un événement dans Agile CRM.
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Ajouter une note
Ajouter une note à un contact spécifique.
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Ajouter le score au contact
Ajouter un score à un contact dans le CRM Agile.
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Ajouter une étiquette au contact
Ajouter une étiquette à un contact.
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Ajouter à la campagne
S'abonner à une campagne.
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Créer une entreprise
Créer une nouvelle entreprise.
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Créer un contact
Crée un nouveau contact.
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Créer une affaire
Ajouter une affaire dans le CRM Agile.
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Créer une tâche
Créez une tâche pour le contact.
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Créer un ticket
Génère un ticket dans le CRM Agile.
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Créer ou mettre à jour un contact
Met à jour le contact dans Agile CRM sur la base de l'adresse e-mail. Alternativement, peut également créer un contact si aucun n'est trouvé.
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Mise à jour de la société
Mettre à jour une entreprise.
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Membre supprimé
Déclenché lorsqu'une adhésion est supprimée.
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Membre supprimé
Déclenché lorsqu'une adhésion est supprimée.
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Engagement supprimé
Se déclenche lorsqu'un engagement existant est supprimé.
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Poste supprimé
Déclenché lorsqu'un message est supprimé sur une campagne.
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Nouveau membre
Se déclenche lorsqu'un nouveau membre est créé, soit par une promesse de don, soit en suivant une campagne.
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Nouveau membre
Se déclenche lorsqu'un nouveau membre est créé, soit par une promesse de don, soit en suivant une campagne.
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Nouvel engagement
Se déclenche lorsqu'une nouvelle promesse de don est reçue pour une campagne.
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Nouveau poste
Déclenché lorsqu'un nouveau message est publié sur une campagne.
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Membre actualisé
Déclenché lorsque les informations relatives à l'adhésion sont modifiées. Comprend les mises à jour des événements de facturation des paiements.
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Membre actualisé
Déclenché lorsque les informations relatives à l'adhésion sont modifiées. Comprend les mises à jour des événements de facturation des paiements.
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Mise à jour de l'engagement
Se déclenche lorsqu'un engagement a été mis à jour.
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Mise à jour
Déclenché lorsqu'un message est mis à jour sur une campagne.
-
Changement d'étape du contrat
Se déclenche lorsqu'un accord atteint une étape spécifique.
-
Modification de n'importe quelle étape de l'accord
Se déclenche lorsque des modifications sont apportées à un jalon de l'opération.
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Nouveau contact
Se déclenche lorsqu'un nouveau contact est ajouté.
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Nouvelle entente
Se déclenche lorsqu'une nouvelle affaire est ajoutée.
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Nouvel événement
Se déclenche lorsqu'un nouvel événement est créé.
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Nouvelle étiquette à contacter
Se déclenche chaque fois qu'une étiquette est ajoutée à un contact dans AgileCRM.
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Nouvelle tâche
Se déclenche à chaque fois qu'une nouvelle tâche est ajoutée.
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Nouveau billet
Se déclenche lors de l'ajout d'un nouveau ticket dans Agile CRM.
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Ajouter un événement
Créez un événement dans Agile CRM.
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Ajouter une note
Ajouter une note à un contact spécifique.
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Ajouter le score au contact
Ajouter un score à un contact dans le CRM Agile.
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Ajouter une étiquette au contact
Ajouter une étiquette à un contact.
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Ajouter à la campagne
S'abonner à une campagne.
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Créer une entreprise
Créer une nouvelle entreprise.
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Créer un contact
Crée un nouveau contact.
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Créer une affaire
Ajouter une affaire dans le CRM Agile.
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Créer une tâche
Créez une tâche pour le contact.
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Créer un ticket
Génère un ticket dans le CRM Agile.
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Créer ou mettre à jour un contact
Met à jour le contact dans Agile CRM sur la base de l'adresse e-mail. Alternativement, peut également créer un contact si aucun n'est trouvé.
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Mise à jour de la société
Mettre à jour une entreprise.
Comment fonctionnent les intégrations Patreon et Agile CRM
Suivez les étapes ci-dessous pour commencer à configurer vos intégrations Patreon à l'aide d'Appy Pie Automate : using Appy Pie Automate:
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Step 1: Select Trigger
Choose a trigger app you want, select event, authenticate & successfully Test
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Step 2: Select Action
After Completing Trigger test Continue to Select “Action App” from the list.
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Step 3: Authenticate
Select a resulting action from the Action Event list & authenticate your Action App.
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Step 4: Set-up & Test
Select the data you want to send from Trigger to Action & Your Connect is ready!
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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Patreon est une plateforme d'adhésion qui permet aux artistes et aux créateurs de se faire payer facilement. Elle permet aux créateurs de contenu de vivre régulièrement et durablement de leur travail. Patreon permet également aux créateurs de rester en contact avec leurs plus fervents supporters tout en gardant le contrôle créatif de leur travail.
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Agile CRM est un puissant logiciel de gestion de la relation client qui permet aux entreprises de gérer plus efficacement les relations avec leurs clients. Idéal pour les entreprises qui souhaitent développer leurs ventes, ouvrir de nouveaux marchés, améliorer la fidélisation des clients et saisir de nouvelles opportunités commerciales.
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The integration between Patreon and Agile CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Patreon and Agile CRM. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Patreon with Agile CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Patreon-Agile CRM integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Patreon and Agile CRM integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
Popular Templates for Patreon + Agile CRM Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
New Member to Add Note
Add Note in Agile CRM when New Member is created in Patreon
New Member to Create or Update Contact
Create or Update Contact to Agile CRM from New Member in Patreon
New Member to Create Contact
Create Contact to Agile CRM from New Member in Patreon
New Member to Update Company
Update Company in Agile CRM when New Member is created in Patreon
New Member to Add Score to Contact
Add Score to Contact in Agile CRM when New Member is created in Patreon
New Member to Create Company
Create Company to Agile CRM from New Member in Patreon
New Member to Create Ticket
Create Ticket to Agile CRM from New Member in Patreon
New Member to Add Event
Add Event in Agile CRM when New Member is created in Patreon
New Member to Add Tag to Contact
Add Tag to Contact in Agile CRM when New Member is created in Patreon
New Member to Add to Campaign
Add to Campaign in Agile CRM when New Member is created in Patreon
New Pledge to Create Contact
Create Contact to Agile CRM from New Pledge in Patreon
New Pledge to Create Ticket
Create Ticket to Agile CRM from New Pledge in Patreon
New Pledge to Add Score to Contact
Add Score to Contact in Agile CRM when New Pledge is created in Patreon
New Pledge to Add Event
Add Event in Agile CRM when New Pledge is created in Patreon
New Pledge to Create or Update Contact
Create or Update Contact to Agile CRM from New Pledge in Patreon
New Pledge to Add Tag to Contact
Add Tag to Contact in Agile CRM when New Pledge is created in Patreon
New Pledge to Add to Campaign
Add to Campaign in Agile CRM when New Pledge is created in Patreon
New Pledge to Create Company
Create Company to Agile CRM from New Pledge in Patreon
New Pledge to Add Note
Add Note in Agile CRM when New Pledge is created in Patreon
New Pledge to Update Company
Update Company in Agile CRM when New Pledge is created in Patreon
Deleted Member to Add Event
Add Event in Agile CRM when Deleted Member is added to Patreon
Deleted Member to Add Note
Add Note in Agile CRM when Deleted Member is added to Patreon
Deleted Member to Add Score to Contact
Add Score to Contact in Agile CRM when Deleted Member is added to Patreon
Deleted Member to Add Tag to Contact
Add Tag to Contact in Agile CRM when Deleted Member is added to Patreon
Deleted Member to Add to Campaign
Add to Campaign in Agile CRM when Deleted Member is added to Patreon
Deleted Member to Create Company
Create Company from Agile CRM from Deleted Member to Patreon
Deleted Member to Create Contact
Create Contact from Agile CRM from Deleted Member to Patreon
Deleted Member to Create Deal
Create Deal from Agile CRM from Deleted Member to Patreon
Deleted Member to Create Task
Create Task from Agile CRM from Deleted Member to Patreon
Deleted Member to Create Ticket
Create Ticket from Agile CRM from Deleted Member to Patreon
Deleted Member to Create or Update Contact
Create or Update Contact from Agile CRM from Deleted Member to Patreon
Deleted Member to Update Company
Update Company in Agile CRM when Deleted Member is added to Patreon
Deleted Pledge to Add Event
Add Event in Agile CRM when Deleted Pledge is added to Patreon
Deleted Pledge to Add Note
Add Note in Agile CRM when Deleted Pledge is added to Patreon
Deleted Pledge to Add Score to Contact
Add Score to Contact in Agile CRM when Deleted Pledge is added to Patreon
Deleted Pledge to Add Tag to Contact
Add Tag to Contact in Agile CRM when Deleted Pledge is added to Patreon
Deleted Pledge to Add to Campaign
Add to Campaign in Agile CRM when Deleted Pledge is added to Patreon
Deleted Pledge to Create Company
Create Company from Agile CRM from Deleted Pledge to Patreon
Deleted Pledge to Create Contact
Create Contact from Agile CRM from Deleted Pledge to Patreon
Deleted Pledge to Create Deal
Create Deal from Agile CRM from Deleted Pledge to Patreon
Deleted Pledge to Create Task
Create Task from Agile CRM from Deleted Pledge to Patreon
Deleted Pledge to Create Ticket
Create Ticket from Agile CRM from Deleted Pledge to Patreon
Deleted Pledge to Create or Update Contact
Create or Update Contact from Agile CRM from Deleted Pledge to Patreon
Deleted Pledge to Update Company
Update Company in Agile CRM when Deleted Pledge is added to Patreon
Deleted Post to Add Event
Add Event in Agile CRM when Deleted Post is added to Patreon
Deleted Post to Add Note
Add Note in Agile CRM when Deleted Post is added to Patreon
Deleted Post to Add Score to Contact
Add Score to Contact in Agile CRM when Deleted Post is added to Patreon
Deleted Post to Add Tag to Contact
Add Tag to Contact in Agile CRM when Deleted Post is added to Patreon
Deleted Post to Add to Campaign
Add to Campaign in Agile CRM when Deleted Post is added to Patreon
Deleted Post to Create Company
Create Company from Agile CRM from Deleted Post to Patreon
Deleted Post to Create Contact
Create Contact from Agile CRM from Deleted Post to Patreon
Deleted Post to Create Deal
Create Deal from Agile CRM from Deleted Post to Patreon
Deleted Post to Create Task
Create Task from Agile CRM from Deleted Post to Patreon
Deleted Post to Create Ticket
Create Ticket from Agile CRM from Deleted Post to Patreon
Deleted Post to Create or Update Contact
Create or Update Contact from Agile CRM from Deleted Post to Patreon
Deleted Post to Update Company
Update Company in Agile CRM when Deleted Post is added to Patreon
New Post to Add Event
Add Event in Agile CRM when New Post is created in Patreon
New Post to Add Note
Add Note in Agile CRM when New Post is created in Patreon
New Post to Add Score to Contact
Add Score to Contact in Agile CRM when New Post is created in Patreon
New Post to Add Tag to Contact
Add Tag to Contact in Agile CRM when New Post is created in Patreon
New Post to Add to Campaign
Add to Campaign in Agile CRM when New Post is created in Patreon
New Post to Create Company
Create Company to Agile CRM from New Post in Patreon
New Post to Create Contact
Create Contact to Agile CRM from New Post in Patreon
New Post to Create or Update Contact
Create or Update Contact to Agile CRM from New Post in Patreon
New Post to Update Company
Update Company in Agile CRM when New Post is created in Patreon
Updated Member to Add Event
Add Event in Agile CRM when Updated Member is added to Patreon
Updated Member to Add Note
Add Note in Agile CRM when Updated Member is added to Patreon
Updated Member to Add Score to Contact
Add Score to Contact in Agile CRM when Updated Member is added to Patreon
Updated Member to Add Tag to Contact
Add Tag to Contact in Agile CRM when Updated Member is added to Patreon
Updated Member to Add to Campaign
Add to Campaign in Agile CRM when Updated Member is added to Patreon
Updated Member to Create Company
Create Company from Agile CRM from Updated Member to Patreon
Updated Member to Create Contact
Create Contact from Agile CRM from Updated Member to Patreon
Updated Member to Create Deal
Create Deal from Agile CRM from Updated Member to Patreon
Updated Member to Create Task
Create Task from Agile CRM from Updated Member to Patreon
Updated Member to Create Ticket
Create Ticket from Agile CRM from Updated Member to Patreon
Updated Member to Create or Update Contact
Create or Update Contact from Agile CRM from Updated Member to Patreon
Updated Member to Update Company
Update Company in Agile CRM when Updated Member is added to Patreon
Updated Pledge to Add Event
Add Event in Agile CRM when Updated Pledge is added to Patreon
Updated Pledge to Add Note
Add Note in Agile CRM when Updated Pledge is added to Patreon
Updated Pledge to Add Score to Contact
Add Score to Contact in Agile CRM when Updated Pledge is added to Patreon
Updated Pledge to Add Tag to Contact
Add Tag to Contact in Agile CRM when Updated Pledge is added to Patreon
Updated Pledge to Add to Campaign
Add to Campaign in Agile CRM when Updated Pledge is added to Patreon
Updated Pledge to Create Company
Create Company from Agile CRM from Updated Pledge to Patreon
Updated Pledge to Create Contact
Create Contact from Agile CRM from Updated Pledge to Patreon
Updated Pledge to Create Deal
Create Deal from Agile CRM from Updated Pledge to Patreon
Updated Pledge to Create Task
Create Task from Agile CRM from Updated Pledge to Patreon
Updated Pledge to Create Ticket
Create Ticket from Agile CRM from Updated Pledge to Patreon
Updated Pledge to Create or Update Contact
Create or Update Contact from Agile CRM from Updated Pledge to Patreon
Updated Pledge to Update Company
Update Company in Agile CRM when Updated Pledge is added to Patreon
Updated Post to Add Event
Add Event in Agile CRM when Updated Post is added to Patreon
Updated Post to Add Note
Add Note in Agile CRM when Updated Post is added to Patreon
Updated Post to Add Score to Contact
Add Score to Contact in Agile CRM when Updated Post is added to Patreon
Updated Post to Add Tag to Contact
Add Tag to Contact in Agile CRM when Updated Post is added to Patreon
Updated Post to Add to Campaign
Add to Campaign in Agile CRM when Updated Post is added to Patreon
Updated Post to Create Company
Create Company from Agile CRM from Updated Post to Patreon
Updated Post to Create Contact
Create Contact from Agile CRM from Updated Post to Patreon
Updated Post to Create Deal
Create Deal from Agile CRM from Updated Post to Patreon
Updated Post to Create Task
Create Task from Agile CRM from Updated Post to Patreon
Updated Post to Create Ticket
Create Ticket from Agile CRM from Updated Post to Patreon
Updated Post to Create or Update Contact
Create or Update Contact from Agile CRM from Updated Post to Patreon
Updated Post to Update Company
Update Company in Agile CRM when Updated Post is added to Patreon
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