When this happens...
Quote RollerNew Proposal
Then do this...
Agile CRMCreate 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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
Agile CRM
New Ticket

Triggers when a new ticket is added in Agile CRM.

Agile CRM
Create Deal

Create a deal in the Agile CRM.

Agile CRM
New Contact

Triggers when a new contact is add in AgileCRM.

Agile CRM
Create Task

Create a Task for the Contact.

Agile CRM
New Case

Triggers when a new case is added in Agile CRM.

Agile CRM
Add Tag to Contact

Add Tag to a Contact in the Agile CRM.

Agile CRM
New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

Agile CRM
Add Note

Add a Note to the Contact.

Agile CRM
New Deal

Triggers when a new Deal is added in AgileCRM.

Agile CRM
Create Contact

Creates New Contact in the Agile CRM.

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Become a Zapier Integration Partner

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Create polished, professional proposals in minutes.