Put Agile CRM to work with AI and enterprise-grade automation
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Acuity Scheduling
Scheduling & Booking
Mailchimp
Marketing Automation
Typeform
Forms & Surveys
Unbounce
Forms & Surveys
Twilio
Phone & SMS
Kartra
Marketing Automation
Acuity Scheduling
Scheduling & Booking
Mailchimp
Marketing Automation
Typeform
Forms & Surveys
Unbounce
Forms & Surveys
Twilio
Phone & SMS
Kartra
Marketing Automation
ActiveCampaign
Marketing Automation
WPForms
Forms & Surveys, WordPress
Wufoo
Forms & Surveys
Join millions worldwide who automate their work using Zapier
Agile CRM integration details
Knowing who your customers are and how they interact with your business is a key part of sales and marketing. Zapier can help by automatically updating your contacts in Agile CRM and reducing the time you spend on manual data entry. You can even use Zapier to add tags to your contacts so you can sort, filter, segment, and target them more efficiently.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Track / MilestoneRequired
Try ItTriggerPolling- New Case
Triggers when a new case is added in Agile CRM.
Try ItTriggerPolling - New Deal
Triggers when a new Deal is added in AgileCRM.
Try ItTriggerPolling - Ticket FilterRequired
Try ItTriggerPolling
- Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try ItTriggerInstant - New Contact
Triggers when a new contact is add in AgileCRM.
Try ItTriggerPolling - New Event
Triggers when a new event is created in Agile CRM.
Try ItTriggerPolling - New Task
Triggers when a new task is added in the Agile CRM.
Try ItTriggerPolling
For builders
Let your AI safely access Agile CRM
Go beyond Zap workflows. Install Zapier in your AI to call Agile CRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Agile CRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Agile CRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Agile CRM connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "agile-crm", owner: "me" });
await zapier.runAction({
app: 'agile-crm',
action: 'add_campaign',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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