Agile CRM + Karbon Integrations
How to connect Agile CRM + Karbon
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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.
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