Agile CRM + Mailshake

Agile CRM + Mailshake integrations

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 StatusTriggers when the status of a lead changes.
TriggerPolling
automatically do this!
Create or Update ContactUpdates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Mailshake and Agile CRM

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

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

- Campaign
  Required
- Pause or Unpause?
  Required
Action
Write
- Email Addresses
  Required
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

- Assignee
- Campaign
Trigger
Polling
Try It
- Campaign
- Message Type
Trigger
Polling
Try It
- Campaign
- Reply Type
Trigger
Polling
Try It
- Campaign
  Required
- Email Addresses
  Required
Action
Write
- Campaign
  Required
- Email Addresses
  Required
Action
Write
- Campaign
  Required
- Email Address
  Required
- Pause or Unpause?
  Required
Action
Write
- Campaign
  Required
- Email Address
  Required
- 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
Polling
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
Try It
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

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

HubSpot

Marketing Automation

Inbound Now

Marketing Automation, WordPress

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Mailshake

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

Learn moreLearn moreHelpHelp

Related categories

Drip Emails

Related Zap Templates

Create a Deal in Agile CRM from a New Mailshake Lead

Related Zap Templates

Create a Deal in Agile CRM from a New Mailshake Lead