Agile CRM + Gmail + Twilio Integrations
How to connect Agile CRM + Gmail + Twilio
Zapier lets you send info between Agile CRM, Gmail, and Twilio automatically—no code required.
Do even more with Agile CRM + Gmail + Twilio
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 Twilio. 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:davidorsubject: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:davidorin: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 app
New Phone Number
Triggered when you add a new phone number.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Recording
Triggered when a new recording is available on your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Transcription
Triggered when a new transcription is available on your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFrom NumberRequired
Alphanumeric Sender ID
Enter up to 11 characters using A-Z, a-z, 0-9 and spaces. You must enable with Twilio first and can only send to supported countries.
To NumberRequired
Include country code. Everything but numbers will be removed and leading
+wil be added. Separate multiple numbers with commas. Example:15554443333,44111222333.MessageRequired
Media Url
Must be a URL that Twilio can download (so private URLs or files may not work!)
Send Large Messages?
If
yes, we'll send a message up to 1600 characters in length. This is priced as multiple messages, and you can read more about it here. Ifno, we'll only send a single message, truncated at 160 characters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor 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:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor 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 foundNew Call
Triggered when a call is finished on your Twilio number.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.To NumberRequired
Choose the phone number in your Twilio account you want to watch for new SMS.
Apply US Prefix
Automatically add 1 to 10 digits US based numbers.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFrom NumberRequired
To NumberRequired
Include country code. Everything but numbers will be removed and leading
+wil be added. Separate multiple numbers with commas. Example:15554443333,44111222333.MessageRequired
Voice
Language
Send Digits
A string of keys to dial after connecting to the number. Can be 0-9, #, *, or w (to wait 1/2 sec). Does not dial a new number for forwarding - for responding to a phone menu.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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How Agile CRM + Gmail + Twilio Integrations Work
- Step 1: Authenticate Agile CRM, Gmail, and Twilio.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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