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Share Agile CRM deal milestones in a Gmail email

  1. When this happensStep 1: Changed Deal Milestone

  2. Then do thisStep 2: Send 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

  1. Reach a new deal milestone in Agile CRM
  2. Zapier sends a new message via Gmail

What You Need

  • Agile CRM account
  • Google account
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Connect Agile CRM + Gmail in Minutes

It's easy to connect Agile CRM + Gmail and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

New Case

Triggers when a new case is added in Agile CRM.

New Deal

Triggers when a new Deal is added in AgileCRM.

New Ticket

Triggers when a new ticket is added in Agile CRM.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

InstantChanging Any Deal Milestone

Changing any milestone in Agile CRM should be triggered.

New Contact

Triggers when a new contact is add in AgileCRM.

New Event

Triggers when a new event is created in Agile CRM.

New Task

Triggers when a new task is added in the Agile CRM.

New Attachment

Triggers when you receive a new attachment (triggers once per attachment).

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