How to connect Agile CRM + Karbon
Zapier lets you send info between Agile CRM and Karbon automatically—no code required.
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
- Changed Deal MilestoneTriggers when a Deal reaches a specific milestone you choose.Trigger
- Changing Any Deal MilestoneChanging any milestone in Agile CRM should be triggered.Trigger
- New CaseTriggers when a new case is added in Agile CRM.Trigger
- New ContactTriggers when a new contact is add in AgileCRM.Trigger
- New DealTriggers when a new Deal is added in AgileCRM.Trigger
- New EventTriggers when a new event is created in Agile CRM.Trigger
- New TicketTriggers when a new ticket is added in Agile CRM.Trigger
- New TaskTriggers when a new task is added in the Agile CRM.Trigger
- Agile CRM
Triggers when a tag is added to contact in AgileCRM.
Scheduled
Trigger
- Agile CRM
Subscribe to a Campaign.
Scheduled
Action
- Agile CRM
Add a Note to the Contact.
Scheduled
Action
- Agile CRM
Add Score to a Contact in the AgileCRM.
Scheduled
Action
- Agile CRM
Add Tag to a Contact in the Agile CRM.
Scheduled
Action
- Agile CRM
Create a New Company.
Scheduled
Action
- Agile CRM
Creates New Contact in the Agile CRM.
Scheduled
Action
- Agile CRM
Create a deal in the Agile CRM.
Scheduled
Action
- Agile CRM
Create event an event in Agile CRM.
Scheduled
Action
- Agile CRM
Creates Ticket in the Agile CRM.
Scheduled
Action
- Agile CRM
Create a Task for the Contact.
Scheduled
Action
- Agile CRM
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Scheduled
Action
- Karbon
Triggers when a new person contact is created.
Instant
Trigger
- Karbon
Triggers when a person contact is updated.
Instant
Trigger
- Karbon
Triggers when a new organization contact is created.
Instant
Trigger
- Karbon
Triggers when an organization contact is updated.
Instant
Trigger
- Karbon
Creates a new person contact.
Scheduled
Action
- Karbon
Updates a person contact.
Scheduled
Action
- Karbon
Creates a new organization contact.
Scheduled
Action
- Karbon
Updates an organization contact.
Scheduled
Action
- Karbon
Search for a person contact by name or email address.
Scheduled
Action
- Karbon
Search for an organization contact by name or email address.
Scheduled
Action
How Agile CRM + Karbon Integrations Work
- Step 1: Authenticate Agile CRM and Karbon.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.
Related categories
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.