Agile CRM Integrations

CRM (Customer Relationship Management)

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Connect Agile CRM to 5,000+ apps

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Facebook Lead Ads

Ads & Conversion

Google Sheets

Google, Spreadsheets

ClickFunnels

Marketing Automation

Acuity Scheduling

Scheduling & Booking

Mailchimp

Email Newsletters

Webhooks by Zapier

Developer Tools, Zapier

Gmail

Email, Google

Email Parser by Zapier

Email, Zapier

Filter by Zapier

Developer Tools, Zapier

Facebook Lead Ads

Ads & Conversion

Google Sheets

Google, Spreadsheets

ClickFunnels

Marketing Automation

Acuity Scheduling

Scheduling & Booking

Mailchimp

Email Newsletters

Webhooks by Zapier

Developer Tools, Zapier

Facebook Lead Ads

Ads & Conversion

Google Sheets

Google, Spreadsheets

ClickFunnels

Marketing Automation

Acuity Scheduling

Scheduling & Booking

Mailchimp

Email Newsletters

Webhooks by Zapier

Developer Tools, Zapier

Gmail

Email, Google

Email Parser by Zapier

Email, Zapier

Filter by Zapier

Developer Tools, Zapier

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Quickly automate Agile CRM integrations with Zapier's templates

Add new Mailchimp subscribers to Agile CRM contacts
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Mailchimp + Agile CRM
Create Agile CRM contacts from OnceHub bookings
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OnceHub + Agile CRM
Add new Facebook Lead Ads leads as contacts in Agile CRM
Premium
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Facebook Lead Ads + Agile CRM
Create Agile CRM contacts from parsed emails
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Email Parser by Zapier + Agile CRM
Turn new JotForm submissions into Agile CRM contacts
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Jotform + Agile CRM
Add tags to Agile CRM contacts from Mailchimp unsubscribers
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Mailchimp + Agile CRM
Turn tagged Agile CRM contacts into Mailchimp subscribers
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Agile CRM + Mailchimp

Create new Agile CRM contacts from new Unbounce form submissions
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Unbounce + Agile CRM

Add new Mailchimp subscribers to Agile CRM contacts

Mailchimp + Agile CRM

Create Agile CRM contacts from OnceHub bookings

OnceHub + Agile CRM

Add new Facebook Lead Ads leads as contacts in Agile CRM

Premium

Facebook Lead Ads + Agile CRM

Create Agile CRM contacts from parsed emails

Email Parser by Zapier + Agile CRM

Turn new JotForm submissions into Agile CRM contacts

Jotform + Agile CRM

Add tags to Agile CRM contacts from Mailchimp unsubscribers

Mailchimp + Agile CRM

Turn tagged Agile CRM contacts into Mailchimp subscribers

Agile CRM + Mailchimp

Create new Agile CRM contacts from new Unbounce form submissions

Unbounce + Agile CRM

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.

Connect Agile CRM to 5,000+ apps

Supported triggers and actions

What does this mean?

- Track / MilestoneRequired
Trigger
Scheduled
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
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- Ticket FilterRequired
  Filters.
Trigger
Scheduled
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- Tag NameRequired
  The name of the tag added to the contact.
Trigger
Scheduled
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- Contact EmailRequired
  Email of the Contact.
- Subject of NoteRequired
  Subject of the Note.
- DescriptionRequired
  Description of the Notes.
Action
Write
- Contact EmailRequired
  Email of the Contact.
- TagsRequired
  Tags to be added to the contact separated by comma. Tags can’t contain special chars except space and underscore.
Action
Write

- First NameRequired
  The First name of the Contact.
- Last Name
  Last name of the Contact.
- EmailRequired
  Email Address of the Contact.
- If Duplicate Found
  If there is a contact already in Agile with the given email, what should be done.
- Phone
  Phone Number.
- Tag
  Tags to be added to the contact separated by comma. Tags can’t contain number or special characters except space and underscore.
- Company
  Name of the company.
- Add Address
  Enter address line here.
- City
- State
- Zip Code
- Country
- Website
  Link website to a contact.
Action
Write
- NameRequired
  Name of the event.
- PriorityRequired
  Priority of the Event.
- OwnerRequired
  Owner of the event.
- Start TimeRequired
  The starting time of the event.
- End TimeRequired
  End time of the event.
Action
Write
- SubjectRequired
  Subject of the task.
- Task TypeRequired
  Type of the task.
- PriorityRequired
  Priority of the Task.
- Owner
  Owner of the task.
- Email
  Email ID of the Contact.
- Due Date
  Due Date of the Task.
Action
Write

Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Try It
- CampaignRequired
  The campaign workflow to add the contact to.
- Subscriber EmailRequired
  Email of the contact to be added to campaign.
Action
Write
- Contact EmailRequired
  Email of the contact.
- Score to Be AddedRequired
  Score to be added to the Contact in the AgileCRM.
Action
Write
- Company NameRequired
  Name of the Company.
- Company URL
  URL of the company.
Action
Write
- NameRequired
  Name of the Deal.
- Owner
  Owner of the Deal.
- Probability (%)
  Enter the probability of the deal.
- ValueRequired
  Expected value of the deal.
- Track
  Select the track for the deal from the given list.
- Milestone
  Milestone of the Deal. The text should match an existing milestone for the selected Track (case sensitive).
- Related To
  The Email of the Contact.
- Close Date
  Close Date of the deal.
- Description
  Description of the Deal.
- Deal Source
  List of deal source option for a deal.
Action
Write
- EmailRequired
  Email.
- SubjectRequired
  Subject of the ticket.
- Cc
  CC emails.
- PriorityRequired
  Priority.
- Status
  Status.
- AssigneeRequired
  Group name to assign.
- MessageRequired
  Message.
Action
Write
- EmailRequired
  Email address of the contact in the Agile CRM. It is used to identify which contact needs to be updated.
- First Name
  First name of the contact.
- Last Name
  Last name of the contact in Agile CRM.
- Company
  Company Name of the contact.
- Phone
  Phone Number of the contact.
- Tags
  Tags to be added to the contact. Multiple tags must be separated by comma.
- Add Address
  Enter line address.
- City
- State
- Zip Code
- Country
- Create New Contact
  If no contact is present with the given email, should a NEW contact be created?
- Website
  Link up a website to a contact.
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)

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Popular Agile CRM Integrations