Agile CRM + Campaign Monitor Integrations
How to connect Agile CRM + Campaign Monitor
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Changed Deal MilestoneTriggers when a Deal reaches a specific milestone you choose.Trigger- Changing Any Deal MilestoneChanging any milestone in Agile CRM should be triggered.Trigger
- New CaseTriggers when a new case is added in Agile CRM.Trigger
- New ContactTriggers when a new contact is add in AgileCRM.Trigger
- New DealTriggers when a new Deal is added in AgileCRM.Trigger
- New EventTriggers when a new event is created in Agile CRM.Trigger
- New TicketTriggers when a new ticket is added in Agile CRM.Trigger
- New TaskTriggers when a new task is added in the Agile CRM.Trigger
- 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
- Campaign Monitor
Triggers when an campaign email to someone bounces (ie. could not be delivered).
Scheduled
Trigger
- Campaign Monitor
Triggers when someone clicks through an email from one of your Campaigns.
Scheduled
Trigger
- Campaign Monitor
Triggers when a client is added to Campaign Monitor.
Scheduled
Trigger
- Campaign Monitor
Triggers when a list is added for a client.
Scheduled
Trigger
- Campaign Monitor
Triggers when someone opens an email from one of your Campaigns.
Scheduled
Trigger
- Campaign Monitor
Triggers when a new subscriber is added to a list.
Scheduled
Trigger
- Campaign Monitor
Triggers when a transactional message bounces.
Scheduled
Trigger
- Campaign Monitor
Triggers when a someone unsubscribes from a list.
Scheduled
Trigger
- Campaign Monitor
Sends a smart transactional email.
Scheduled
Action
- Campaign Monitor
Create a new subscriber on a list.
Scheduled
Action
- Campaign Monitor
Remove a subscriber from a list.
Scheduled
Action
- Campaign Monitor
Update a subscriber on a list.
Scheduled
Action
- Campaign Monitor
Find a subscriber by email within a given list.
Scheduled
Action
- Campaign Monitor
Find or Create Subscriber
Scheduled
Action
How Agile CRM + Campaign Monitor Integrations Work
- Step 1: Authenticate Agile CRM and Campaign Monitor.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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