Agile CRM + Mailshake

Manage new Mailshake lead statuses by creating or updating Agile CRM contacts

Keep your Agile CRM contacts up to date with new Mailshake lead information using this efficient workflow. Whenever a lead status changes in Mailshake, this automation will create or update a contact within Agile CRM, ensuring that your sales process remains streamlined and organized. Stay on top of your contacts and never miss out on crucial opportunities with this seamless integration.

When this happens...
New Lead Status
Triggers when the status of a lead changes.
TriggerScheduled
automatically do this!
Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
ActionWrite

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Supported triggers and actions

What does this mean?

- Campaign
- Exclude Duplicates?
- Match Link
Trigger
Scheduled
Try It
- Campaign
- Lead Status
Trigger
Scheduled
Try It
- Campaign
- Exclude Duplicates?
Trigger
Scheduled
Try It
- CampaignRequired
- Email AddressRequired
- Full Name
- First Name
- Last Name
- Phone Number
- Facebook URL
- Instagram ID
- LinkedIn URL
- Twitter ID
- Account Name
- Text Replacements
Action
Write
- CampaignRequired
- CSV FileRequired
- Email Address Column NameRequired
- Full Name Column Name
- Phone Number Column Name
- Facebook URL Column Name
- Instagram ID Column Name
- LinkedIn URL Column Name
- Twitter ID Column Name
- Account Column Name
Action
Write

- CampaignRequired
- Pause or Unpause?Required
Action
Write
- Email AddressesRequired
Action
Write

- Track / MilestoneRequired
Trigger
Scheduled
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
Try It
- Ticket FilterRequired
Trigger
Scheduled
Try It
- Tag NameRequired
Trigger
Scheduled
Try It
- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write

- Assignee
- Campaign
Trigger
Scheduled
Try It
- Campaign
- Message Type
Trigger
Scheduled
Try It
- Campaign
- Reply Type
Trigger
Scheduled
Try It
- CampaignRequired
- Email AddressesRequired
Action
Write
- CampaignRequired
- Email AddressesRequired
Action
Write
- CampaignRequired
- Email AddressRequired
- Pause or Unpause?Required
Action
Write
- CampaignRequired
- Email AddressRequired
- Lead Status
Action
Write
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Try It
- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write
- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
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.

Help

Related categories

CRM (Customer Relationship Management)

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About Mailshake

Mailshake is a simple outreach tool that works with any Google account.

Related categories

Drip Emails

PRODUCTS

CAPABILITIES

By team

Agile CRM + Mailshake

Manage new Mailshake lead statuses by creating or updating Agile CRM contacts

New Click

Campaign

Exclude Duplicates?

Match Link

New Lead Status

Campaign

Lead Status

New Open

Campaign

Exclude Duplicates?

Add Recipient by Email Address

Email AddressRequired

Full Name

First Name

Last Name

Phone Number

Facebook URL

Instagram ID

LinkedIn URL

Twitter ID

Account Name

Text Replacements

Add Recipients From CSV

CampaignRequired

CSV FileRequired

Email Address Column NameRequired

Full Name Column Name

Phone Number Column Name

Facebook URL Column Name

Instagram ID Column Name

LinkedIn URL Column Name

Twitter ID Column Name

Account Column Name

Pause/Unpause Campaign

CampaignRequired

Pause or Unpause?Required

Unsubscribe Recipients

Email AddressesRequired

Changed Deal Milestone

Track / MilestoneRequired

New Case

New Deal

New Ticket

Ticket FilterRequired

New Tag to Contact

Tag NameRequired

Add Note

Contact EmailRequired

Subject of NoteRequired

DescriptionRequired

Add Tag to Contact

Contact EmailRequired

TagsRequired

Create Contact

First NameRequired

Last Name

EmailRequired

If Duplicate Found

Phone

Tag

Company

Add Address

City

State

Zip Code

Country

Website

Add Event

NameRequired

PriorityRequired

OwnerRequired

Start TimeRequired

End TimeRequired

Create Task

SubjectRequired