Agile CRM + ClickFunnels Integrations
How to connect Agile CRM + ClickFunnels
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Popular Agile CRM + ClickFunnels workflows
Add tags to Agile CRM contacts from new activities on ClickFunnels
Add tags to Agile CRM contacts from new activities on ClickFunnelsAdd new contact activities in ClickFunnels to Agile CRM
Add new contact activities in ClickFunnels to Agile CRM
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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
- ClickFunnels
Triggers when Contact activity record is created.
Instant
Trigger
- ClickFunnels
Triggers when a failed Purchase is made in a Funnel.
Instant
Trigger
- ClickFunnels
Triggers when a successful Purchase is made in a Funnel.
Instant
Trigger
- ClickFunnels
Add a Contact Profile Email to a List.
Scheduled
Action
- ClickFunnels
Add a Tag to a Contact Profile by Email.
Scheduled
Action
- ClickFunnels
Creates a new opt-in for an email.
Scheduled
Action
- ClickFunnels
Create or update a Contact Profile for an email.
Scheduled
Action
- ClickFunnels
Remove a Contact Profile Email from List.
Scheduled
Action
- ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
- ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
- ClickFunnels
Find or Create Contact Profile
Scheduled
Action
How Agile CRM + ClickFunnels Integrations Work
- Step 1: Authenticate Agile CRM and ClickFunnels.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.
ClickFunnels Tutorials
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