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
  • Turn new Google Sheets rows into Agile CRM contacts

    If you use Google Sheets for organization, this Zapier automation is perfect for you. Once set up, each time a new row is added in Google Sheets, Zapier will automatically create a new contact in Agile CRM. this integration helps you stay organized and reach out to your target audience for your marketing campaigns.

    How It Works

    1. Add a new row in Google Sheets
    2. Zapier creates a new contact in Agile CRM

    What You Need

    • Google account
    • Agile CRM account
  • Turn tagged Agile CRM contacts into MailChimp subscribers

    Adding contacts to your email marketing campaigns is easy with the help of the Agile CRM to MailChimp automation. Set it up, and each time a tag is added to a contact in Agile CRM, Zapier will automatically add a new subscriber in MailChimp. It's a simple way to add contacts to your mailing list once they've passed through certain stages of your marketing process.

    How It Works

    1. New tag is added to Agile CRM contact
    2. Zapier adds a new subscriber in MailChimp

    What You Need

    • Agile CRM account
    • MailChimp account
  • Turn new JotForm submissions into Agile CRM contacts

    Rather than import new form submissions one at a time to your contact list, free up your valuable time and use the JotForm to Agile CRM automation. Once set up, each time a new form is submitted in JotForm, Zapier will create a new contact in Agile CRM. Lighten the work load and eliminate this tedious task when you integrate this automation from Zapier.

    How It Works

    1. Receive a new JotForm submission
    2. Zapier creates a new contact in Agile CRM

    What You Need

    • JotForm account
    • Agile CRM account
  • Add tags to Agile CRM contacts from MailChimp unsubscribers

    Losing a subscriber is never fun, but keeping your contact list in tact is valuable in helping you manage your customer relationships. Once set up, when a new unsubscribe request is made in MailChimp, Zapier will automatically adds a tag to your contact in Agile CRM. That way, you'll know who's unsubscribed, helping you know how to hone your marketing.

    How It Works

    1. New unsubscriber in MailChimp
    2. Zapier creates a tag to contact in Agile CRM

    What You Need

    • MailChimp account
    • Agile CRM account
  • Create new Agile CRM contacts from new Unbounce form submissions

    This Unbounce-Agile CRM integration will help you keep your contacts and leads up to date and save you time. This Zap will create a new contact in Agile CRM for every new Unbounce form submission.

    How It Works

    1. A new submission is added to your Unbounce form
    2. Zapier automatically creates a new contact in Agile CRM

    What You Need

    • Unbounce account
    • Agile CRM account
  • Convert FullContact business cards into Agile CRM contacts

    Business cards are easy to lose, keep track of your new contacts with the FullContact to Agile CRM integration. Once set up, when you scan a new business card into FullContact, Zapier will create a new contact in Agile CRM. Immediately save important contact information from the people you meet!

    How It Works

    1. Add a new business card in FullContact
    2. Zapier creates a new contact in Agile CRM

    What You Need

    • FullContact account
    • Agile CRM account
  • Create Agile CRM contacts from parsed emails

    Email can be overwhelming, especially if your flooded with new emails everyday. Rather than become consumed by them, free up time and let Zapier help by parsing them for contact data and importing it directly Agile CRM as new contacts.

    How It Works

    1. Forward an email to your Zapier email parser
    2. Zapier will parse the email for contact data and save it to your Agile CRM contacts

    What You Need

    • Zapier account
    • Agile CRM account
  • Turn new Wufoo entries into Agile CRM contacts

    Immediately turn form entries into contacts with the Wufoo to Agile CRM automation. After you set it up, each time you receive a Wufoo entry, Zapier will create a new contact in Agile CRM. Gather contact information easily so you can turn new contacts into customers!

    How It Works

    1. Receive a new form entry in Wufoo
    2. Zapier creates a new contact in Agile CRM

    What You Need

    • Wufoo account
    • Agile CRM account
  • Add new Agile CRM contacts for new Sumo subscribers

    Feeling like your CRM is always lagging behind your new website subscribers? Activate this Sumo-Agile CRM integration and we'll keep things moving for you, creating a new contact on Agile CRM with the information you need from each new subscriber to Sumo.

    How It Works

    1. A new subscriber is added on Sumo
    2. Zapier automatically adds a new contact on Agile CRM

    What You Need

    • Sumo account
    • Agile CRM account
  • Add tags to Agile CRM contacts when they're added to Google Contacts

    Organize your contacts and always know your target audience with this automation. Once set up, each time you add a new contact to Google Contacts, Zapier will add a new tag to your contact in Agile CRM. This integration helps you market to the right people every time—it's an easy way to know who's a personal contact that's emailed you, and who's a new contact specific to Agile CRM.

    How It Works

    1. Create a new Google Contact
    2. Zapier adds a new tag to contact in Agile CRM

    What You Need

    • Google account
    • Agile CRM account
  • Create Agile CRM contacts from Google Forms responses

    Forms - one of the best methods to collect leads on your website! Instead of manually transferring each of those leads to your CRM by hand, let Zapier do that for you.

    Note: To use this integration you'll need a live form that's set up to collect responses in a spreadsheet.

    How this Google Forms-Agile CRM integration works

    1. You have a new form response
    2. Zapier creates a new contact

    Apps involved

    • Google Forms
    • Agile CRM
  • Send new SetMore Appointments contacts to Agile CRM

    Feel like Agile CRM isn't so agile when it comes to contact management these days? Set up this SetMore Appointments Agile CRM integration and we'll make sure to bring things up to speed. Every new contact you add on SetMore Appointments will then result in a new one added to Agile CRM, automatically and with all the details you need.

    How It Works

    1. A new contact is added on SetMore Appointments
    2. Zapier automatically creates a new contact on Agile CRM

    What You Need

    • SetMore Appointments account
    • Agile CRM account
  • Turn new AWeber subscribers into Agile CRM contacts

    Connect your subscribers to your Agile CRM contacts to create the ultimate marketing tool. Once set up, each time a new subscriber is added in AWeber, Zapier will automatically create a new contact in Agile CRM. Now you can spend more time focusing on strategy while Zapier focuses on data.

    How It Works

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

    What You Need

    • AWeber account
    • Agile CRM account
  • Create new deals in Agile CRM from new rows in Google Sheets

    Keep your projects organized between applications when you use the Google Sheets to Agile CRM automation. Once set up, when you add a new row to Google Sheets, Zapier will create a new deal in Agile CRM. It's easy to stay on top of new deals, from your CRM or your spreadsheet, with this integration.

    How It Works

    1. Create a new row in Google Sheets
    2. Zapier creates a bed deal in Afile CRM

    What You Need

    • Google account
    • Agile CRM account
  • Turn new Formstack submissions into Agile CRM contacts

    It can be a tedious and time consuming task to import data from your forms to your contact list. With this Formstack to Agile CRM automation, each time you receive a new form submission, Zapier will create a new contact in Agile CRM. So focus your attention on the creative side, and let Zapier record the data.

    How It Works

    1. Receive a new form submission in Formstack
    2. Zapier creates a new contact in Agile CRM

    What You Need

    • Formstack account
    • Agile CRM account
  • Create Agile CRM contacts from ScheduleOnce bookings

    Connect your booking software and CRM together with ease! Integrate ScheduleOnce with Agile CRM, and the data provided by your customers during the booking process automatically creates a new Agile CRM contact.

    Note: This Zapier integration doesn't import already registered event attendees into Agile CRM, only new attendees after you've set it up.

    How It Works

    1. You have a new booking in ScheduleOnce
    2. Zapier creates a new Agile CRM contact based on the customer’s data provided during the booking process

    What You Need

    • ScheduleOnce account
    • Agile CRM account
  • Add contacts from parsed emails to Agile CRM

    Importing contacts to your CRM by hand takes time that's better spent on other things. Use this automation to sync your contacts automatically. After you set it up, your contacts parsed via Mailparser.io emails will be automatically added to Agile CRM as contacts. Or, if that contact already exists, their info will be updated.

    How this Mailparser.io-Agile CRM integration works

    1. A new email is parsed via Mailparser.io using the parameters you define
    2. Zapier adds their contact info to Agile CRM

    Apps involved

    • Mailparser.io
    • Agile CRM
  • Share Agile CRM deal milestones in Slack

    Share milestones with your team easily when you use this Agile CRM to Slack automation. Set it up, and when your deal reaches the milestone you set in Agile CRM, Zapier will send a new message via Slack. Now you can easily let your whole team celebrate deal milestones and keep them motivated!

    How It Works

    1. Reach a deal milestone in Agile CRM
    2. Zapier sends a new message via Slack

    What You Need

    • Agile CRM account
    • Slack account
  • Create AgileCRM contacts from new 123FormBuilder form entries

    Make immediate connections with new contacts when you use this 123FormBuilder to Agile CRM automation. Once set up, each time your 123FormBuilder form gets filled out, Zapier will create a new contact in Agile CRM. This instant creation will help prevent losing valuable contacts.

    How It Works

    1. Receive a new submission in 123FormBuilder
    2. Zapier creates a new contact in Agile CRM

    What You Need

    • 123FormBuilder account
    • Agile CRM account
  • Add Agile CRM contacts from Gravity Forms

    Collect contact information without the hassle when you use the Gravity Forms to Agile CRM automation. With this automation, Zapier will create new contacts in Agile CRM from your Gravity Forms submissions. Now it's even easier to manage your customer relationships!

    How It Works

    1. Receive a new submission in Gravity Forms
    2. Zapier creates a new contact in Agile CRM

    What You Need

    • Gravity Forms 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 "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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