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How Zapier works
Zapier makes it easy to integrate Agile CRM with EngageBay Marketing - no code necessary. See how you can get setup in minutes.
Select a trigger from Agile CRM

Setup an action from EngageBay Marketing

That’s it! You just connected Agile CRM to EngageBay Marketing

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Connect Agile CRM and EngageBay Marketing to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Case
Triggers when a new case is added in Agile CRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Deal
Triggers when a new Deal is added in AgileCRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact EmailRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- PriorityRequired
- Owner
- Start TimeRequired
- End TimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subject of NoteRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Contact EmailRequired
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Event
Triggers when a new event is added to your account upon confirmation.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is added in the EngageBay.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Unsubscribe
Triggers when a user unsubscribes from your emails.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Update Contact
Triggers when a contact is updates in your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Update Task
Triggers when a task is added in the EngageBay.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Contact EmailRequired
- NameRequired
- Last Name
- Company NameRequired
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- TagsRequired
- Add Address
- City
- State
- Zip Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact EmailRequired
- Subject of NoteRequired
- PriorityRequired
- Task TypeRequired
- Status
- Assignee
- Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact EmailRequired
- Last Name
- Role
- NameRequired
- Company NameRequired
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Blog
- Website (Xing)
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- TagsRequired
- Add Address
- City
- State
- Zip Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Tag
- Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is add in AgileCRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Event
Triggers when a new event is created in Agile CRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is added in the Agile CRM.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - CampaignRequired
- Subscriber EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact EmailRequired
- Score to Be AddedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Company URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Track / MilestoneRequired
- Contact EmailRequired
- Close Date
- DescriptionRequired
- Deal Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- Subject of NoteRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact EmailRequired
- First NameRequired
- Last Name
- Company