Agile CRM + kvCORE Integrations

How to connect Agile CRM + kvCORE

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Supported triggers and actions

What does this mean?

Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
Trigger
Scheduled
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled

New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
New Ticket
Triggers when a new ticket is added in Agile CRM.
Trigger
Scheduled

New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled

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
kvCORE
Triggers when a campaign action runs for a specific Zap ID.
Instant
Trigger
kvCORE
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Instant
Trigger
kvCORE
Creates a new contact within an account, optionally assigned to an agent.
Scheduled
Action
kvCORE
Updates a new contact within an account.
Scheduled
Action

How Agile CRM + kvCORE Integrations Work

Step 1: Authenticate Agile CRM and kvCORE.
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.

Connect apps

Connect Agile CRM + kvCORE

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.