Deals are at the heart of your business, which is why you track them closely in Agile CRM. Now, get a blanket of security by sending a Gmail email whenever a deal milestone changes in Agile CRM. With this integration, Zapier quietly works in the background to make sure you and the team are up-to-date.
How this Agile CRM-Gmail integration works
- A new deal milestone changes in Agile CRM
- Zapier sends a Gmail email
- Agile CRM
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Share Agile CRM deal milestones in a Gmail email
You reached your deal milestone in Agile CRM—now its time to share the news with your team using this Agile CRM to Gmail automation. Once set up, when you reach the deal milestone set in Agile CRM, Zapier will automatically send a message via Gmail. Now you can easily keep your team in the loop on their progress.
How It Works
- Reach a new deal milestone in Agile CRM
- Zapier sends a new message via Gmail
What You Need
- Agile CRM account
- Google account
It's easy to connect Agile CRM + Gmail and requires absolutely zero coding experience—the only limit is your own imagination.
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Create a deal in the Agile CRM.
Triggers when a new contact is add in AgileCRM.
Create a Task for the Contact.
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Add Tag to a Contact in the Agile CRM.
Triggers when a tag is added to contact in AgileCRM.
Add a Note to the Contact.
Triggers when a new Deal is added in AgileCRM.
Creates New Contact in the Agile CRM.