Agile CRM + Gmail + PayPal Integrations

How to connect Agile CRM + Gmail + PayPal

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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 PayPal. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Track / MilestoneRequired
Trigger
Scheduled
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
Try It
- Ticket FilterRequired
  Filters.
Trigger
Scheduled
Try It
- Tag NameRequired
  The name of the tag added to the contact.
Trigger
Scheduled
Try It

- Contact EmailRequired
  Email of the Contact.
- Subject of NoteRequired
  Subject of the Note.
- DescriptionRequired
  Description of the Notes.
Action
Write
- 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.
Action
Write

- 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.
Action
Write
- 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.
Action
Write
- 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.
Action
Write
- Label/Mailbox
- Search String
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david or subject:dinner label:my-family. Learn more.
Trigger
Scheduled
Try It
- Label/MailboxRequired
Trigger
Scheduled
Try It
- Search 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 or in:inbox subject:dinner label:my-family. Learn more.
Trigger
Scheduled
Try It
- Label/Mailbox
Trigger
Scheduled
Try It
- SubjectRequired
- 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.
Action
Write
- NameRequired
  Can have parents via a simple forward slash syntax: "Parent/Child"
Action
Write
- Message to Remove Label(s) FromRequired
- Label(s) to RemoveRequired
Action
Write
- Search StringRequired
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
Action
Search
Successful Sale
Only successfully completed payments trigger this.
Trigger
Instant
Try It
Refunded Sale
Only refunded payments trigger this.
Trigger
Instant
Try It

Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Try It
- CampaignRequired
  The campaign workflow to add the contact to.
- Subscriber EmailRequired
  Email of the contact to be added to campaign.
Action
Write
- Contact EmailRequired
  Email of the contact.
- Score to Be AddedRequired
  Score to be added to the Contact in the AgileCRM.
Action
Write
- Company NameRequired
  Name of the Company.
- Company URL
  URL of the company.
Action
Write
- 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.
Action
Write
- EmailRequired
  Email.
- SubjectRequired
  Subject of the ticket.
- Cc
  CC emails.
- PriorityRequired
  Priority.
- Status
  Status.
- AssigneeRequired
  Group name to assign.
- MessageRequired
  Message.
Action
Write
- 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.
Action
Write
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label/Mailbox
  (Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label(s) to Add
- Message to be LabeledRequired
Action
Write
- 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.
Action
Write
- 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.
Action
Write
- 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.
Action
Write
- Search StringRequired
  This works the same as the search bar you see in Gmail. For example: from:amy OR from:david< or subject: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.
Action
Search or write
Successful Sale
Only successfully completed payments trigger this (with line item support).
Trigger
Instant
Try It
All Merchant Transactions
All Merchant Transactions, regardless of status, trigger this.
Trigger
Instant
Try It

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How Agile CRM + Gmail + PayPal Integrations Work

Step 1: Authenticate Agile CRM, Gmail, and PayPal.
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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Connect Agile CRM + Gmail + PayPal

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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CRM (Customer Relationship Management)

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About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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About PayPal

PayPal is a fast, safe way to send money, make an online payment, receive money or set up a merchant account. With over 150 million active registered accounts, PayPal helps people and businesses receive and make payments in more than 100 currencies in 203 markets.

Learn more

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Agile CRM + Gmail + PayPal Integrations

How to connect Agile CRM + Gmail + PayPal

Do even more with Agile CRM + Gmail + PayPal

Changed Deal Milestone

New Case

New Deal

New Ticket

Ticket FilterRequired

New Tag to Contact

Tag NameRequired

Add Note

Contact EmailRequired

Subject of NoteRequired

DescriptionRequired

Add Tag to Contact

Contact EmailRequired

TagsRequired

Create Contact

First NameRequired

Last Name

EmailRequired

If Duplicate Found

Phone

Tag

Company

Add Address

City

State

Zip Code

Country

Website

Add Event

NameRequired

PriorityRequired

OwnerRequired

Start TimeRequired

End TimeRequired

Create Task

SubjectRequired

Task TypeRequired

PriorityRequired

Owner

Email

Due Date

New Attachment

Label/Mailbox

Search String

New Labeled Email

Label/MailboxRequired

New Email Matching Search

Search StringRequired

New Thread

Label/Mailbox

Create Draft

SubjectRequired

To

Cc

Bcc

From

From Name

Body Type

BodyRequired

Signature

Label/Mailbox

Attachments

Create Label

NameRequired

Remove Label from Email

Message to Remove Label(s) FromRequired

Label(s) to RemoveRequired

Find Email

Search StringRequired

Successful Sale

Refunded Sale

Changing Any Deal Milestone

New Contact

New Event

New Task

Add to Campaign

CampaignRequired