Agile CRM Integrations

Do more with Agile CRM

Zapier lets you connect Agile CRM with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Connect Agile CRM to 4000+ apps

Or pick an app to pair with arrow pointing down

ClickFunnels

Marketing Automation

Acuity Scheduling

Scheduling & Booking

Google Sheets

Google, Spreadsheets

Mailchimp

Email Newsletters

Gmail

Email, Google

Calendly

Scheduling & Booking

JotForm

Forms & Surveys

Wufoo

Forms & Surveys

Google Forms

Forms & Surveys, Google

Asana

Project Management

Twilio

Phone & SMS

Trello

Project Management

Google Calendar

Calendar, Google

Eventbrite

Event Management

Slack

Team Chat

Leadpages

Forms & Surveys

Unbounce

Forms & Surveys

ManyChat

Social Media Marketing

Stripe

Payment Processing

Formstack

Forms & Surveys

ActiveCampaign

Marketing Automation

Shopify

eCommerce, Premium

Cognito Forms

Forms & Surveys

Zoom

Video Conferencing

WPForms

Forms & Surveys, WordPress

Gravity Forms

Forms & Surveys, WordPress

QuickBooks Online

Accounting, Premium

Kartra

Marketing Automation

Squarespace

Forms & Surveys

ClickSend SMS

Phone & SMS

ScheduleOnce

Scheduling & Booking

Mailshake

Drip Emails

Intercom

Customer Support

Xero

Accounting, Premium

MySQL

Databases, Premium

GoToWebinar

Premium, Webinars

Zendesk

Customer Support, Premium

PayPal

Payment Processing, Premium

WooCommerce

eCommerce, WordPress

Microsoft Excel

Microsoft, Spreadsheets

Google Drive

File Management & Storage, Google

HubSpot

Marketing Automation

Google Contacts

Contact Management, Google

WebinarJam / EverWebinar

Webinars

Kajabi

eCommerce

Formidable Forms

Forms & Surveys, WordPress

Campaign Monitor

Email Newsletters

Webflow

Website Builders

Ninja Forms

Forms & Surveys, WordPress

Microsoft Outlook

Email, Microsoft

Formsite

Forms & Surveys

Front

Facebook Pages

Facebook, Social Media Accounts

Microsoft, Social Media Accounts

SurveyMonkey

Forms & Surveys

Wave

Accounting

Formstack Documents

Documents

Airtable

Databases

Freshdesk

Customer Support

AWeber

Email Newsletters

Salesforce

CRM (Customer Relationship Management), Premium

LinkedIn Lead Gen Forms

Ads & Conversion, Microsoft, Premium

Thinkific

Online Courses

Wix Automations

CRM (Customer Relationship Management)

Mailparser

FreshBooks Classic

Accounting

MailerLite

Email Newsletters

ShipStation

eCommerce

Slybroadcast

Phone & SMS

eBay

eCommerce

Google Analytics

Ads & Conversion, Google

Sumo

Ads & Conversion

Keap Max Classic

Marketing Automation, Premium

LiveChat

Customer Support

Evolvepreneur.app

Beta, Marketing

Evernote

Notes

Sansan

Contact Management

Facebook Lead Ads

Ads & Conversion, Facebook, Premium

Facebook Messenger

Facebook, Social Media Marketing

SamCart

eCommerce

Google Lead Form Extensions

Ads & Conversion, Forms & Surveys, Google, Premium

Pipedrive

CRM (Customer Relationship Management)

GetResponse

Marketing Automation

RingCentral

Phone & SMS

Constant Contact

Email Newsletters

Podio

Project Management

Drip

Drip Emails

Todoist

Task Management

Twitter

Social Media Accounts

Typeform

Forms & Surveys

123FormBuilder

Forms & Surveys

Magento

eCommerce, Premium

ClickDesk

Customer Support

Leadfeeder

CRM (Customer Relationship Management)

FreshBooks

Accounting

Jira Software Server

Project Management

Wodify Core

CRM (Customer Relationship Management)

Google Ads

Ads & Conversion, Google, Premium

Teachable

Online Courses

Drift

Customer Support

Autopilot Journeys

Marketing Automation

Instapage

Forms & Surveys

Wrike

Project Management

Harvest

Time Tracking Software

ViralSweep

eCommerce

Google Tasks

Google, Task Management

YouCanBook.Me

Scheduling & Booking

10to8 Online Booking

Scheduling & Booking

WHMCS

CRM (Customer Relationship Management), Premium

Mautic

Marketing Automation

Proposify

Proposal & Invoice Management

BigCommerce

eCommerce, Premium

Quote Roller

Proposal & Invoice Management

BotStar

Customer Support

WordPress

Website Builders, WordPress

Smartsheet

Spreadsheets

Paperform

Forms & Surveys

Cyfe

Dashboards

Square

Payment Processing

Clio

CRM (Customer Relationship Management)

tawk.to

Customer Support

ClickUp

Project Management

Firebase / Firestore

Databases

Popular ways to use Agile CRM workflows

Add new Mailchimp subscribers to Agile CRM contacts
Mailchimp + Agile CRM
More details
When this happens
Step 1: New Subscriber
Then do this
Step 2: Create Contact
See Zap details Try it
Add new Mailchimp subscribers to Agile CRM contacts
Add new Mailchimp subscribers to Agile CRM contacts
Mailchimp + Agile CRM
Add new Facebook Lead Ads leads as contacts in Agile CRM
premium
Facebook Lead Ads + Agile CRM
More details
When this happens
Step 1: New Lead
Then do this
Step 2: Create Contact
See Zap details Try it
Add new Facebook Lead Ads leads as contacts in Agile CRM
premium
Add new Facebook Lead Ads leads as contacts in Agile CRM
Facebook Lead Ads + Agile CRM
Add new ClickFunnels contacts to AgileCRM
ClickFunnels + Agile CRM
More details
When this happens
Step 1: New Contact Activity
Then do this
Step 2: Create Contact
See Zap details Try it
Add new ClickFunnels contacts to AgileCRM
Add new ClickFunnels contacts to AgileCRM
ClickFunnels + Agile CRM

Turn new contacts in Agile CRM into Mailchimp subscribers
Agile CRM + Mailchimp
More details
When this happens
Step 1: New Contact
Then do this
Step 2: Add/Update Subscriber
See Zap details Try it
Turn new contacts in Agile CRM into Mailchimp subscribers
Turn new contacts in Agile CRM into Mailchimp subscribers
Agile CRM + Mailchimp
Update Agile CRM contacts from new Typeform entries
Typeform + Agile CRM
More details
When this happens
Step 1: New Entry
Then do this
Step 2: Create or Update Contact
See Zap details Try it
Update Agile CRM contacts from new Typeform entries
Update Agile CRM contacts from new Typeform entries
Typeform + 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.

Supported triggers and actions

What does this mean?

Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
Trigger
Scheduled
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled

New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
New Ticket
Triggers when a new ticket is added in Agile CRM.
Trigger
Scheduled

New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled

Agile CRM
Triggers when a tag is added to contact in AgileCRM.
Scheduled
Trigger
Agile CRM
Subscribe to a Campaign.
Scheduled
Action
Agile CRM
Add a Note to the Contact.
Scheduled
Action
Agile CRM
Add Score to a Contact in the AgileCRM.
Scheduled
Action
Agile CRM
Add Tag to a Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a New Company.
Scheduled
Action
Agile CRM
Creates New Contact in the Agile CRM.
Scheduled
Action
Agile CRM
Create a deal in the Agile CRM.
Scheduled
Action
Agile CRM
Create event an event in Agile CRM.
Scheduled
Action
Agile CRM
Creates Ticket in the Agile CRM.
Scheduled
Action
Agile CRM
Create a Task for the Contact.
Scheduled
Action
Agile CRM
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Scheduled
Action

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.