Agile CRM Integrations
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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
- Add a new subscriber in MailChimp
- 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
- A new lead is captured by your Facebook Lead Ad
- 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
- A contact opts in on your ClickFunnels page
- 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
- Add a new contact in Agile CRM
- 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
- Receive a new Typeform entry
- 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
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 "Changed Deal Milestone") and Actions (like "Add to Campaign") 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:
Subscribe to a Campaign.
Add a Note to the Contact.
Add Tag to a Contact in the Agile CRM.
Creates New Contact in the Agile CRM.
Create a deal in the Agile CRM.
Creates Ticket in the Agile CRM.
Create a Task for the Contact.
Add Score to a Contact in the AgileCRM.
Create a New Company.
Create event an event in Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Triggers when a Deal reaches a specific milestone you choose.
Triggers when a new case is added in Agile CRM.
Triggers when a new contact is add in AgileCRM.
Triggers when a new Deal is added in AgileCRM.
Triggers when a new ticket is added in Agile CRM.
Triggers when a tag is added to contact in AgileCRM.
Changing any milestone in Agile CRM should be triggered.
Triggers when a new event is created in Agile CRM.
Triggers when a new task is added in the Agile CRM.
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