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Create new deals on Agile CRM for new Quote Roller proposals

  1. When this happensStep 1: New Proposal

  2. Then do thisStep 2: Create Deal

If you need your proposals on Quote Roller to trigger workflows on Agile CRM, there's no need to copy data back and forth manually. Have everything organized the moment you're ready by using this Quote Roller AgileCRM integration. Once it's active, every new proposal on Quote Roller will also create a matching deal on Agile CRM, keeping up with your business across the board while you focus on closing those deals.

How It Works

  1. A new proposal is added on Quote Roller
  2. Zapier automatically creates a new deal on Agile CRM

What You Need

  • Quote Roller account
  • Agile CRM account
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Connect Agile CRM + Quote Roller in Minutes

It's easy to connect Agile CRM + Quote Roller and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

New Case

Triggers when a new case is added in Agile CRM.

New Deal

Triggers when a new Deal is added in AgileCRM.

New Ticket

Triggers when a new ticket is added in Agile CRM.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

InstantChanging Any Deal Milestone

Changing any milestone in Agile CRM should be triggered.

New Contact

Triggers when a new contact is add in AgileCRM.

New Event

Triggers when a new event is created in Agile CRM.

New Task

Triggers when a new task is added in the Agile CRM.

Create Company

Create a company that can be used for proposals

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