Agile CRM + Klenty

Agile CRM + Klenty integrations

Create new AgileCRM contacts from prospects in Klenty

When you convert a prospect, you'll want to move them to your CRM and start them on your sales pipeline immediately. Make things easier and prevent them from slipping through the cracks with this Zapier integration that automatically creates a contact in AgileCRM when you send a prospect to a webhook from Klenty.

When this happens...
On Send ProspectTriggers when you send a Prospect from Klenty to Webhook.
TriggerInstant
automatically do this!
Create ContactCreates New Contact in the Agile CRM.
ActionWrite

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More things you can do with Klenty and Agile CRM

Discover other triggers and actions you can use with Klenty and Agile CRM

Cadence First Reply
Triggers when a cadence receives it's first reply from any prospect.
Trigger
Instant
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On Click
Triggers when a link is clicked when an email is sent via klenty.
Trigger
Instant
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On Send Prospect
Triggers when you send a Prospect from Klenty to Webhook.
Trigger
Instant
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On Bounce
Triggers when a mail bounces.
Trigger
Instant
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On Unsubscribe
Triggers when a prospect unsubscribes.
Trigger
Instant
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- Prospect Email
  Required
Action
Write
- Prospect Email
  Required
Action
Write

- Prospect Email
  Required
Action
Write
- Prospect Email
  Required
Action
Write
- Ref EmailId
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Company
- Department
- Title
- Company Domain
- Twitter Handle
- Location
- City
- Country
- CompanyEmail
- CompanyPhone
- Account
- LinkedinURL
- List
- Tags
Action
Write
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
Try It
- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

On Cadence Completed
Triggers when a cadence is completed with no replies received.
Trigger
Instant
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On Reply
Triggers when a prospect replies to a cadence.
Trigger
Instant
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On Start Cadence
Triggers when a cadence is started in Klenty.
Trigger
Instant
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On Open
Triggers when a mail is opened by the prospect.
Trigger
Instant
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- First Name
- Middle Name
- Last Name
- Email
- Phone
- Company
- Title
- Department
- Company Domain
- Twitter Handle
- Location
- City
- Country
- Account
- CompanyPhone
- CompanyEmail
- LinkedinURL
- List
- Tags
Action
Write
- Prospect Email
  Required
Action
Write
- Cadence Name
  Required
- Prospect Email
  Required
Action
Write
- Prospect Email
  Required
- Cadence Name
Action
Write
- First Name
- Middle Name
- Last Name
- Email
  Required
- Phone
- Company
- Department
- Title
- Company Domain
- Twitter Handle
- Location
- City
- Country
- CompanyEmail
- CompanyPhone
- Account
- LinkedinURL
- List
- Tags
Action
Write
- Track / Milestone
  Required
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
Try It
- Ticket Filter
  Required
Trigger
Polling
Try It
- Tag Name
  Required
Trigger
Polling
Try It
- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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About Klenty

Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.

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