Agile CRM + Klenty

Create new AgileCRM contacts from prospects in Klenty

When you convert a prospect, you'll want to move them to your CRM and start them on your sales pipeline immediately. Make things easier and prevent them from slipping through the cracks with this Zapier integration that automatically creates a contact in AgileCRM when you send a prospect to a webhook from Klenty.

When this happens...
On Send Prospect
Triggers when you send a Prospect from Klenty to Webhook.
TriggerInstant
automatically do this!
Create Contact
Creates New Contact in the Agile CRM.
ActionWrite

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Supported triggers and actions

Cadence First Reply
Triggers when a cadence receives it's first reply from any prospect.
Trigger
Instant
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On Click
Triggers when a link is clicked when an email is sent via klenty.
Trigger
Instant
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On Send Prospect
Triggers when you send a Prospect from Klenty to Webhook.
Trigger
Instant
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On Bounce
Triggers when a mail bounces.
Trigger
Instant
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On Unsubscribe
Triggers when a prospect unsubscribes.
Trigger
Instant
Try It
- Prospect EmailRequired
Action
Write
- Prospect EmailRequired
Action
Write
- Prospect EmailRequired
Action
Write
- Prospect EmailRequired
Action
Write
- Ref EmailIdRequired
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Company
- Department
- Title
- Company Domain
- Twitter Handle
- Location
- City
- Country
- CompanyEmail
- CompanyPhone
- Account
- LinkedinURL
- List
- Tags
Action
Write
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
Try It
- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write
- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

On Cadence Completed
Triggers when a cadence is completed with no replies received.
Trigger
Instant
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On Reply
Triggers when a prospect replies to a cadence.
Trigger
Instant
Try It
On Start Cadence
Triggers when a cadence is started in Klenty.
Trigger
Instant
Try It
On Open
Triggers when a mail is opened by the prospect.
Trigger
Instant
Try It
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Company
- Title
- Department
- Company Domain
- Twitter Handle
- Location
- City
- Country
- Account
- CompanyPhone
- CompanyEmail
- LinkedinURL
- List
- Tags
Action
Write
- Prospect EmailRequired
Action
Write
- Cadence NameRequired
- Prospect EmailRequired
Action
Write
- Prospect EmailRequired
- Cadence Name
Action
Write
- First Name
- Middle Name
- Last Name
- EmailRequired
- Phone
- Company
- Department
- Title
- Company Domain
- Twitter Handle
- Location
- City
- Country
- CompanyEmail
- CompanyPhone
- Account
- LinkedinURL
- List
- Tags
Action
Write
- Track / MilestoneRequired
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
Try It
- Ticket FilterRequired
Trigger
Polling
Try It
- Tag NameRequired
Trigger
Polling
Try It
- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

CRM (Customer Relationship Management)

Similar apps

About Klenty

Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.

Agile CRM + Klenty

Create new AgileCRM contacts from prospects in Klenty

Supported triggers and actions

Cadence First Reply

On Click

On Send Prospect

On Bounce

On Unsubscribe

Change Status to Do Not Contact

Revert Prospect Status From Do Not Contact

Stop All Mails to Prospect

Unsubscribe Prospect

Update Prospect by Email

Changing Any Deal Milestone

New Contact

New Event

New Task

Add to Campaign

Add Score to Contact

Create Company

Create Deal

Create Ticket

Create or Update Contact

On Cadence Completed

On Reply

On Start Cadence

On Open

Add Prospect

Resume Cadence

Start Cadence

Stop Cadence

Update Prospect

Changed Deal Milestone

New Case

New Deal

New Ticket

New Tag to Contact

Add Note

Add Tag to Contact

Create Contact

Add Event

Create Task

About Agile CRM

Related categories

Similar apps

HubSpot

Inbound Now

Zapier Interfaces

About Klenty

Related categories