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Agile CRM
Agile CRM
1. Choose trigger event
Experience.com
Experience.com
2. Choose action
1. Select the event
Setup
Test
Agile CRM
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Changed Deal Milestone" from Agile CRM.
Add your action
An action happens after the trigger—such as "Retrive AgileCRM Transactions" in Experience.com.
You’re connected!
Zapier seamlessly connects Agile CRM and Experience.com, automating your workflow.
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.
Create a new record or update an existing record in your app.
Contact Email
Required
Score to Be Added
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company Name
Required
Company URL
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Owner
Probability (%)
Value
Required
Track
Milestone
Related To
Close Date
Description
Deal Source
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email
Required
Subject
Required
Cc
Priority
Required
Status
Assignee
Required
Message
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email
Required
First Name
Last Name
Company
Phone
Tags
Add Address
City
State
Zip Code
Country
Create New Contact
Website
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Loan ID
Loan Type
Loan Created Date
Loan Originator Email
Loan Processor Email
Loan Purpose
Mortgage Type
Subject AddressLine
Subject City
Subject County
Subject State
Subject Postal Code
Current Loan Status
Current Loan Updated Date
Real Estate Agent Firstname
Real Estate Agent Lastname
Real Estate Agent Email
Real Estate Agent Phone
Real Estate Agent Role
Real Estate Agent Company
LoanBorrower1 FirstName
LoanBorrower1 LastName
LoanBorrower1 Email
LoanBorrower1 Phone
Loanborrower1 Dayofbirth
LoanBorrower1 ApplicantType
BuyerAgent FirstName
BuyerAgentLastName
BuyerAgentEmail
BuyerAgentPhone
LoanTeamUser1 FirstName
LoanTeamUser1 LastName
LoanTeamUser1 Email
LoanTeamUser1 Phone
Rate Lock Date
Rate Lock Status
Rate Lock Expiry Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal Processed Date
Deal ID
User Id
People Id
Deal Type
Deal Status
Deal Created At
Pipeline Id
Stage Id
Stage Name
Pipeline Name
Deal Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Loan Id
Loan type
Loan status
Loan Funded date
Loan officer Name
Loan officer email
Borrower first name
Borrower last name
Borrower email
Borrower phone Number
CO-Borrower first name
CO-Borrower last name
CO-Borrower email
CO-Borrower phone Number
Loan processor name
Loan processor email
Buyer Agent first name
Buyer Agent last name
Buyer Agent email
Buyer Agent phone Number
Seller Agent first name
Seller Agent last name
Seller Agent email
Seller Agent phone Number
Property address
City
State
custom field one
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Agent Details
transaction id
Transaction Type
transaction processed date
city
state
Property Address
custom field one
Contact Details
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
candidate id
first name
last name
email
phone Number
title
created at
updated at
stage
property address
City
State
zip code
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Agile CRM and Experience.com with AI agents and code
Beyond Zap workflows. Call Agile CRM and Experience.com actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Agile CRM and Experience.com actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add to Campaign
Retrive AgileCRM Transactions
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Agile CRM and Experience.com 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.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Make work flow with AI
Level up your Agile CRM to Experience.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Experience.com
Experience.com is a customer experience platform that lets you collect, analyse, and act on customer feedback automatically at every meaningful moment in the customer journey. Our enterprise grade platform helps engage people and power businesses everywhere.
