The name of the tag added to the contact.

The campaign workflow to add the contact to.

Email of the contact to be added to campaign.

Score to be added to the Contact in the AgileCRM.

Tags to be added to the contact separated by comma. Tags can’t contain special chars except space and underscore.

If there is a contact already in Agile with the given email, what should be done.

Tags to be added to the contact separated by comma. Tags can’t contain number or special characters except space and underscore.

Select the track for the deal from the given list.

Milestone of the Deal. The text should match an existing milestone for the selected Track (case sensitive).

Email address of the contact in the Agile CRM. It is used to identify which contact needs to be updated.

Tags to be added to the contact. Multiple tags must be separated by comma.

If no contact is present with the given email, should a NEW contact be created?

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

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. 

Here are some creative ways to use Agile CRM with Zapier:

 Keep track of how your customers are interacting with your business. Update contacts in Agile CRM when new appointments are created or canceled in Acuity Scheduling.

 You've worked hard to create sales funnels targeted toward specific customer segments. Make sure those user insights aren't lost: Add tags to contacts in Agile CRM when new there are new contact activities in ClickFunnels.

 Save time on manual data entry by using Zapier to add new form entries from Typeform, Wufoo, or other forms to your Agile CRM.

Agile CRM

HubSpot is your all-in-one stop for all of your marketing software needs.

HubSpot

Inbound now builds Marketing Plugins for WordPress and does Custom WordPress Development with a heavy emphasis on marketing & conversion rate optimization.

Inbound Now

Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.

Zapier Automation Platform

PRODUCTS

CAPABILITIES

By use case

By app

By team

By company size

How Zapier Zaps

How Zapier Uses AI

By team

Learn more

Get help

Zapier quick-start guide

Developer resources

Agile CRM Integrations

Agile CRM Help & Support

About Agile CRM

Related categories

Similar apps

HubSpot

Inbound Now

Zapier Interfaces