Agile CRM + Routee

Agile CRM + Routee integrations

Add new Agile CRM contacts to as Routee contacts

Would you like to have SMS sending capabilities to further engage your clients, but dread having to manually import them as contacts to your SMS platform? This integration allows you to connect your Agile CRM account with the Routee platform in order to exploit its capabilities for engaging your clients. This way, when you add a contact in Agile CRM, it is also automatically added to Routee.

When this happens...
New ContactTriggers when a new contact is add in AgileCRM.
TriggerPolling
automatically do this!
Create or Update ContactCreates a new contact, or updates an existing contact.
ActionWrite

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More things you can do with Agile CRM and Routee

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

- 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
New Contact
Triggers when a new contact is added.
Trigger
Polling
Try It
- Message body
  Required
- From
  Required
- To
  Required
- Flash
- Label
- CallbackUrl
Action
Write

Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
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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
- First Name
  Required
- Last Name
  Required
- Mobile Phone
  Required
- VIP
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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CRM (Customer Relationship Management)

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About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

HelpHelp

Related categories

Phone & SMS

Related Zap Templates

Create Agile CRM contacts from new Routee contacts

Related Zap Templates

Create Agile CRM contacts from new Routee contacts