Agile CRM Integrations

  • Add new MailChimp subscribers to Agile CRM contacts

    Sync up your MailChimp subscribers and your Agile CRM contact list with this automation. Once set up, when a new subscriber is added to MailChimp, Zapier will create a new contact in Agile CRM. Now you can handle your customer relationship management and your marketing campaigns at the same time.

    How It Works

    1. Add a new subscriber in MailChimp
    2. Zapier creates a new contact in Agile CRM

    What You Need

    • MailChimp account
    • Agile CRM account
  • Create contacts on Agile CRM from new responses to your Facebook Lead Ads

    Your time is best spent engaging with prospects, not shuffling data between apps—let Zapier take on that work! This automation, once active, captures every new lead that fills out your Facebook ad, copying their information into Agile CRM with every detail you need to start your sales workflows.

    How this Facebook Lead Ads-Agile CRM integration works

    1. A new lead is captured by your Facebook Lead Ad
    2. Zapier creates a new contact for them on Agile CRM

    Apps involved

    • Facebook Lead Ads
    • Agile CRM
  • Add new ClickFunnels contacts to AgileCRM

    Are you using AgileCRM to manage your clients and automated emails? Use this integration to send ClickFunnels contacts directly to your AgileCRM account. You can even set a tag to help identify the contact.

    Note: This Zapier integration doesn't import existing ClickFunnels contacts into your AgileCRM account. Only new contacts will be added.

    How It Works

    1. A contact opts in on your ClickFunnels page
    2. Zapier adds the contact to your AgileCRM account

    What You Need

    • ClickFunnels account
    • AgileCRM account
  • Turn new contacts in Agile CRM into MailChimp subscribers

    Ensure your marketing campaigns reach your customers when you use the Agile CRM to MailChimp automation. Once set up, when you add a new contact to Agile CRM, Zapier will create a new subscriber in MailChimp. Turning your contacts into newsletter subscribers automatically is a such valuable tool, you can't pass up!

    How It Works

    1. Add a new contact in Agile CRM
    2. Zapier creates a new subscriber in MailChimp

    What You Need

    • Agile CRM account
    • MailChimp account
  • Update Agile CRM contacts from new Typeform entries

    Rather than update your contact list from each new form entry, use the Typeform to Agile CRM automation. Set it up, and every time a new Typeform entry is completed, Zapier will update your Agile CRM contacts. Take away the tedious task of keeping up with your contact list and let Zapier do it for you.

    Note: Be sure to ask for your contacts' email address on your form, as Agile CRM uses that to look up your contacts' info.

    How It Works

    1. Receive a new Typeform entry
    2. Zapier will update contacts in Agile CRM

    What You Need

    • Typeform account
    • Agile CRM account

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Agile CRM Integration Details

Launched on Zapier May 2, 2014 · 1,768 active users

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.

Zapier combines Triggers (like "New Ticket") and Actions (like "Create Deal") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Agile CRM Triggers, Searches, and Actions are supported by Zapier:

Create Deal

Create a deal in the Agile CRM.

Create Task

Create a Task for the Contact.

Add Tag to Contact

Add Tag to a Contact in the Agile CRM.

Add Note

Add a Note to the Contact.

Create Contact

Creates New Contact in the Agile CRM.

Create Ticket

Creates Ticket in the Agile CRM.

Add to Campaign

Subscribe to a Campaign.

Add Score to Contact

Add Score to a Contact in the AgileCRM.

Add Event

Create event an event in Agile CRM.

Create Company

Create a New Company.

Create or Update Contact

Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

New Ticket

Triggers when a new ticket is added in Agile CRM.

New Contact

Triggers when a new contact is add in AgileCRM.

New Case

Triggers when a new case is added in Agile CRM.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

New Deal

Triggers when a new Deal is added in AgileCRM.

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

New Event

Triggers when a new event is created in Agile CRM.

New Task

Triggers when a new task is added in the Agile CRM.

Changing Any Deal Milestone

Changing any milestone in Agile CRM should be triggered.

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