actisCRM/Agnitio synchronisation

Customer details are exported directly to Agnitio. The details include Customer name, email address and location.

Your organisation will determine which records are exported during the set-up process, e.g. all customers, target customers, customers with a specific type or speciality, etc.

All calls and meetings created and carried out in Agnitio will be imported directly into actisCRM.

Completed calls are added directly to your diary if possible
Incomplete calls and meetings are added to the Workflow Task list

Presentation data is added to completed contact records. Note that meeting contact records are created when the meeting is closed

Important: The synchronisation will run at regular intervals which will be determined by your organisation.

Synchronisation process