How to connect Agile CRM + Gmail + Google Calendar
Zapier lets you send info between Agile CRM, Gmail, and Google Calendar automatically—no code required.
Do even more with Agile CRM + Gmail + Google Calendar
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Agile CRM, Gmail, and Google Calendar. And don’t forget that you can add more apps and actions to create complex workflows.
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 planNew 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 planTicket FilterRequired
Filters.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTag NameRequired
The name of the tag added to the contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact EmailRequired
Email of the Contact.
Subject of NoteRequired
Subject of the Note.
DescriptionRequired
Description of the Notes.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact EmailRequired
Email of the Contact.
TagsRequired
Tags to be added to the contact separated by comma. Tags can’t contain special chars except space and underscore.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
The First name of the Contact.
Last Name
Last name of the Contact.
EmailRequired
Email Address of the Contact.
If Duplicate Found
If there is a contact already in Agile with the given email, what should be done.
Phone
Phone Number.
Tag
Tags to be added to the contact separated by comma. Tags can’t contain number or special characters except space and underscore.
Company
Name of the company.
Add Address
Enter address line here.
City
State
Zip Code
Country
Website
Link website to a contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Name of the event.
PriorityRequired
Priority of the Event.
OwnerRequired
Owner of the event.
Start TimeRequired
The starting time of the event.
End TimeRequired
End time of the event.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Subject of the task.
Task TypeRequired
Type of the task.
PriorityRequired
Priority of the Task.
Owner
Owner of the task.
Email
Email ID of the Contact.
Due Date
Due Date of the Task.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Label/Mailbox
Search String
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david
orsubject:dinner label:my-family
. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSearch StringRequired
By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include
in:inbox
.This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david
orin:inbox subject:dinner label:my-family
. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com
.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com
.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com
.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Can have parents via a simple forward slash syntax: "Parent/Child"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message to Remove Label(s) FromRequired
Label(s) to RemoveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<
orsubject:dinner label:my-family
. Learn more. Note: Only one email will be returned by the search.
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Calendar
Triggers when a calendar is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendarRequired
Search Term
Triggers only on events containing the search term. Note: Search operators such as
AND
orOR
do not work here. If you search for more than one word (e.g.apple banana
) we will only find events with bothapple
ANDbanana
in them, rather than events that containsapple
ORbanana
.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendarRequired
When setting up, make sure this calendar has at least one event updated in the last 3 hours.
Expand Recurring Events
Do you want us to trigger on each instance of a recurring event if the series is updated?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarRequired
Search TermRequired
Triggers only on events containing the search term. Note: Search operators such as
AND
orOR
do not work here. If you search for more than one word (e.g.apple banana
) we will only find events with bothapple
ANDbanana
in them, rather than events that containsapple
ORbanana
.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
The title of the calendar.
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
Summary
Summary of the new event
Description
Description of the new event
Location
Location of the new event
Add Conferencing?
If "Yes," automatically creates a video meeting link for the event.
Start Date & TimeRequired
Date and time of when this event starts. See this help doc for more information.
End Date & TimeRequired
Date and time of when this event ends.
Repeat Frequency
Select a frequency to make this event repeating.
Repeat Until
The event will repeat only until this date, if set.
Repeat How Many Times?
Limit the number of times this event repeats.
All day
Color
What color will be assigned to this event on your calendar? Note: you can only select a color from the list of event colors provided from your calendar. This setting will only affect your calendar, not attendees' calendars. See this help doc for more information.
Attendees
This email address will be invited to attend the event.
Visibility
Use Default Reminders?
Use your calendar's default reminders, or set specific below (can be empty).
Reminders
To use these you have to set "Use Default Reminders?" to "no".
Minutes Before Reminders
Set the number of minutes before the event, to send reminders (max is 40320: 4 weeks in minutes).
Show me as Free or Busy
Guests Can Modify Event
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
EventRequired
Event you want to update
Summary
Summary of the new event
Description
Description of the new event
Location
Location of the new event
Start Date & Time
Date and time of when this event starts. See this help doc for more information.
End Date & Time
Date and time of when this event ends.
Repeat Frequency
Select a frequency to make this event repeating.
Repeat Until
The event will repeat only until this date, if set.
Repeat How Many Times?
Limit the number of times this event repeats.
All day
Color
What color will this event show up as on the calendar? Note: you can only select a color from the provided list of event colors from your calendar. See this help doc for more information.
Attendees
This email address will be invited to attend the event. Note that if you provide email addresses here, they will replace all the existing attendees on the event.
Visibility
Use Default Reminders?
Use your calendar's default reminders, or set specific below (can be empty).
Reminders
To use these you have to set "Use Default Reminders?" to "no". Note these will replace all existing reminders, if set.
Minutes Before Reminders
Set the number of minutes before the event, to send reminders (max is 40320: 4 weeks in minutes).
Show me as Free or Busy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Search TermRequired
Will search across the event name and description. Does not include canceled events. If there are multiple matches, the earliest event will be returned.Note: Search operators such as
AND
orOR
do not work here. If you search for more than one word (e.g.apple banana
) we will only find events with bothapple
ANDbanana
in them, rather than events that containsapple
ORbanana
.Start Time
Limit matches by start time. Can be something like
+1 month
to only show events with a start time later than in a month from now.End Time
Limit matches by end time. Can be something like
+1 month
to only show events with an end time later than in a month from now.
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 planNew 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 planNew 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 planCampaignRequired
The campaign workflow to add the contact to.
Subscriber EmailRequired
Email of the contact to be added to campaign.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact EmailRequired
Email of the contact.
Score to Be AddedRequired
Score to be added to the Contact in the AgileCRM.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Name of the Company.
Company URL
URL of the company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Name of the Deal.
Owner
Owner of the Deal.
Probability (%)
Enter the probability of the deal.
ValueRequired
Expected value of the deal.
Track
Select the track for the deal from the given list.
Milestone
Milestone of the Deal. The text should match an existing milestone for the selected Track (case sensitive).
Related To
The Email of the Contact.
Close Date
Close Date of the deal.
Description
Description of the Deal.
Deal Source
List of deal source option for a deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Email.
SubjectRequired
Subject of the ticket.
Cc
CC emails.
PriorityRequired
Priority.
Status
Status.
AssigneeRequired
Group name to assign.
MessageRequired
Message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Email address of the contact in the Agile CRM. It is used to identify which contact needs to be updated.
First Name
First name of the contact.
Last Name
Last name of the contact in Agile CRM.
Company
Company Name of the contact.
Phone
Phone Number of the contact.
Tags
Tags to be added to the contact. Multiple tags must be separated by comma.
Add Address
Enter line address.
City
State
Zip Code
Country
Create New Contact
If no contact is present with the given email, should a NEW contact be created?
Website
Link up a website to a contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel/Mailbox
(Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel(s) to Add
Message to be LabeledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inbox
to the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOX
for the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com
.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com
.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com
.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com
.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com
.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com
.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inbox
to the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOX
for the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com
.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com
.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com
.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<
orsubject:dinner label:my-family
. Learn more. Note: Only one email will be returned by the search.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com
.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com
.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com
.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCalendarRequired
When testing, make sure there's at least one event cancelled event in the last 3 hours.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendarRequired
Time Before
How far before the event do you want us to trigger? For starter and free plans, this should be 16 minutes or more. For higher plans, 6 minutes or more.
Time Before (Unit)
Search Term
Triggers only on events containing the search term. Note: Search operators such as
AND
orOR
do not work here. If you search for more than one word (e.g.apple banana
) we will only find events with bothapple
ANDbanana
in them, rather than events that containsapple
ORbanana
.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
EventRequired
Event you want to update
Attendee/sRequired
Insert a single email address to invite one person (
ann@gmail.com
). Insert a comma-separated list of email addresses to invite multiple people (ann@gmail.com, maria@gmail.com
)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
EventRequired
Specify which event you want to delete.
Notify Attendees?
Send notifications about the deletion of the event.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
Describe EventRequired
Plain text description of event. Google parses this string to create the event. eg. 'Dinner with Michael 7pm on 07/23/2012' or 'Meet Ash 03:30PM tomorrow'
Attendees
Specify email addresses to invite to attend this event.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Calendar are located here https://developers.google.com/calendar/api/v3/reference
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}
is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
Search TermRequired
Will search across the event name and description. Does not include canceled events. If there are multiple matches, the earliest event will be returned.Note: Search operators such as
AND
orOR
do not work here. If you search for more than one word (e.g.apple banana
) we will only find events with bothapple
ANDbanana
in them, rather than events that containsapple
ORbanana
.Start Time
Limit matches by start time. Can be something like
+1 month
to only show events with a start time later than in a month from now.End Time
Limit matches by end time. Can be something like
+1 month
to only show events with an end time later than in a month from now.Summary
Summary of the new event
Description
Description of the new event
Location
Location of the new event
Add Conferencing?
If "Yes," automatically creates a video meeting link for the event.
Start Date & TimeRequired
Date and time of when this event starts. See this help doc for more information.
End Date & TimeRequired
Date and time of when this event ends.
Repeat Frequency
Select a frequency to make this event repeating.
Repeat Until
The event will repeat only until this date, if set.
Repeat How Many Times?
Limit the number of times this event repeats.
All day
Color
What color will be assigned to this event on your calendar? Note: you can only select a color from the list of event colors provided from your calendar. This setting will only affect your calendar, not attendees' calendars. See this help doc for more information.
Attendees
This email address will be invited to attend the event.
Visibility
Use Default Reminders?
Use your calendar's default reminders, or set specific below (can be empty).
Reminders
To use these you have to set "Use Default Reminders?" to "no".
Minutes Before Reminders
Set the number of minutes before the event, to send reminders (max is 40320: 4 weeks in minutes).
Show me as Free or Busy
Guests Can Modify Event
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Agile CRM + Gmail + Google Calendar Integrations Work
- Step 1: Authenticate Agile CRM, Gmail, and Google Calendar.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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