Agile CRM + Mailshake

Agile CRM + Mailshake integrations

Create a Deal in Agile CRM from a New Mailshake Lead

Save time manually adding new contacts and deals in your CRM. When a recipients become Leads in a Mailshake Campaign, automatically create Contacts and Deals in Agile CRM.

When this happens...
New LeadTriggers when a lead is created.
TriggerPolling
automatically do this...
Create ContactCreates New Contact in the Agile CRM.
ActionWrite
then do this!
Create DealCreate a deal in the Agile CRM.
ActionWrite

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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.

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About Mailshake

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

Learn moreLearn moreHelpHelp

Related categories

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Related Zap Templates

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

Related Zap Templates

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