Agile CRM + Salesforce (Legacy) Integrations
How to connect Agile CRM + Salesforce (Legacy)
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Changed Deal MilestoneTriggers when a Deal reaches a specific milestone you choose.Trigger- Changing Any Deal MilestoneChanging any milestone in Agile CRM should be triggered.Trigger
- New CaseTriggers when a new case is added in Agile CRM.Trigger
- New ContactTriggers when a new contact is add in AgileCRM.Trigger
- New DealTriggers when a new Deal is added in AgileCRM.Trigger
- New EventTriggers when a new event is created in Agile CRM.Trigger
- New TicketTriggers when a new ticket is added in Agile CRM.Trigger
- New TaskTriggers when a new task is added in the Agile CRM.Trigger
- Agile CRM
Triggers when a tag is added to contact in AgileCRM.
Scheduled
Trigger
- Agile CRM
Subscribe to a Campaign.
Scheduled
Action
- Agile CRM
Add a Note to the Contact.
Scheduled
Action
- Agile CRM
Add Score to a Contact in the AgileCRM.
Scheduled
Action
- Agile CRM
Add Tag to a Contact in the Agile CRM.
Scheduled
Action
- Agile CRM
Create a New Company.
Scheduled
Action
- Agile CRM
Creates New Contact in the Agile CRM.
Scheduled
Action
- Agile CRM
Create a deal in the Agile CRM.
Scheduled
Action
- Agile CRM
Create event an event in Agile CRM.
Scheduled
Action
- Agile CRM
Creates Ticket in the Agile CRM.
Scheduled
Action
- Agile CRM
Create a Task for the Contact.
Scheduled
Action
- Agile CRM
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Scheduled
Action
- Salesforce (Legacy)
Triggers when a new account is created.
Scheduled
Trigger
- Salesforce (Legacy)
Triggers when a new campaign is created.
Scheduled
Trigger
- Salesforce (Legacy)
Triggers when a new case is created.
Scheduled
Trigger
- Salesforce (Legacy)
Triggers when an opportunity is closed.
Scheduled
Trigger
- Salesforce (Legacy)
Triggers when a new contact is created.
Scheduled
Trigger
- Salesforce (Legacy)
Triggers when a new custom object (of the type you choose) is created.
Scheduled
Trigger
- Salesforce (Legacy)
Triggers when you add a new type of custom object to Salesforce. Typically you want to use the "New Custom Object" trigger, not this.
Scheduled
Trigger
- Salesforce (Legacy)
Triggers when a new event is created.
Scheduled
Trigger
- Salesforce (Legacy)
Triggers when a new folder is created.
Scheduled
Trigger
- Salesforce (Legacy)
Triggers when a new lead is created.
Scheduled
Trigger
- Salesforce (Legacy)
Triggers when a new note is created.
Scheduled
Trigger
- Salesforce (Legacy)
Triggers when a new opportunity is created.
Scheduled
Trigger
- Salesforce (Legacy)
Triggered when a new Outbound Message is received.
Instant
Trigger
- Salesforce (Legacy)
Triggers when a new task is created.
Scheduled
Trigger
- Salesforce (Legacy)
Triggers when an opportunity is updated.
Scheduled
Trigger
- Salesforce (Legacy)
Create a new account.
Scheduled
Action
- Salesforce (Legacy)
Create a new attachment (max 25MB).
Scheduled
Action
- Salesforce (Legacy)
Create a new campaign.
Scheduled
Action
- Salesforce (Legacy)
Create a new case.
Scheduled
Action
- Salesforce (Legacy)
Create a new comment on a case.
Scheduled
Action
- Salesforce (Legacy)
Create a new contact.
Scheduled
Action
- Salesforce (Legacy)
Add a contact to a campaign.
Scheduled
Action
- Salesforce (Legacy)
Update an existing contact.
Scheduled
Action
- Salesforce (Legacy)
Create a new custom object (of the type you choose).
Scheduled
Action
- Salesforce (Legacy)
Update an existing custom object (of the type you choose).
Scheduled
Action
- Salesforce (Legacy)
Create a new document.
Scheduled
Action
- Salesforce (Legacy)
Create a new event.
Scheduled
Action
- Salesforce (Legacy)
Create a new lead.
Scheduled
Action
- Salesforce (Legacy)
Add a lead to a campaign.
Scheduled
Action
- Salesforce (Legacy)
Update an existing lead.
Scheduled
Action
- Salesforce (Legacy)
Create a new note.
Scheduled
Action
- Salesforce (Legacy)
Create a new opportunity.
Scheduled
Action
- Salesforce (Legacy)
Update an existing opportunity.
Scheduled
Action
- Salesforce (Legacy)
Create a new task.
Scheduled
Action
- Salesforce (Legacy)
Find an Account by a field and value you choose.
Scheduled
Action
- Salesforce (Legacy)
Find a Campaign by a field and value you choose.
Scheduled
Action
- Salesforce (Legacy)
Find a Case by a field and value you choose.
Scheduled
Action
- Salesforce (Legacy)
Find a Contact by a field and value you choose.
Scheduled
Action
- Salesforce (Legacy)
Find a Custom Object by a field and value you choose.
Scheduled
Action
- Salesforce (Legacy)
Find a Custom Object using a WHERE clause. Useful for searching by multiple fields.
Scheduled
Action
- Salesforce (Legacy)
Find an Event by a field and value you choose.
Scheduled
Action
- Salesforce (Legacy)
Find a Folder by a field and value you choose.
Scheduled
Action
- Salesforce (Legacy)
Find a Lead by a field and value you choose.
Scheduled
Action
- Salesforce (Legacy)
Find an Opportunity by a field and value you choose.
Scheduled
Action
- Salesforce (Legacy)
Find a Task by a field and value you choose.
Scheduled
Action
- Salesforce (Legacy)
Finds a Account, and creates one if it does not exist.
Scheduled
Action
- Salesforce (Legacy)
Finds a Campaign, and creates one if it does not exist.
Scheduled
Action
- Salesforce (Legacy)
Finds a Case, and creates one if it does not exist.
Scheduled
Action
- Salesforce (Legacy)
Finds a Contact, and creates one if it does not exist.
Scheduled
Action
- Salesforce (Legacy)
Finds a Custom Object, and creates one if it does not exist.
Scheduled
Action
- Salesforce (Legacy)
Finds a Event, and creates one if it does not exist.
Scheduled
Action
- Salesforce (Legacy)
Finds a Folder, and creates one if it does not exist.
Scheduled
Action
- Salesforce (Legacy)
Finds a Lead, and creates one if it does not exist.
Scheduled
Action
- Salesforce (Legacy)
Finds a Opportunity, and creates one if it does not exist.
Scheduled
Action
- Salesforce (Legacy)
Finds a Task, and creates one if it does not exist.
Scheduled
Action
How Agile CRM + Salesforce (Legacy) Integrations Work
- Step 1: Authenticate Agile CRM and Salesforce (Legacy).30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Salesforce (Legacy) Tutorials
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