Agile CRM + Slack Integrations
How to connect Agile CRM + Slack
Zapier lets you send info between Agile CRM and Slack automatically—no code required.
Popular Agile CRM + Slack workflows
Get a Slack channel message from a changing deal milestone in Agile CRM
Get a Slack channel message from a changing deal milestone in Agile CRM
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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
- Slack
Triggers when a new message is posted to any public channel.
Instant
Trigger
- Slack
Triggers whenever a new #channel is created.
Instant
Trigger
- Slack
Triggers when a new message is posted to a specific #channel you choose.
Instant
Trigger
- Slack
Triggers when a custom emoji has been added to a team.
Instant
Trigger
- Slack
Triggers when a new file is uploaded to your workspace.
Instant
Trigger
- Slack
Triggers when a username or highlight word is mentioned in a public #channel.
Instant
Trigger
- Slack
Triggers when a new message is posted to a specific #private-channel or multi-dm.
Instant
Trigger
- Slack
Triggers when you click the "Push to Zapier" button from a message in Slack.
Instant
Trigger
- Slack
Triggers when a reaction (aka reactji) is added to a message in a public #channel.
Instant
Trigger
- Slack
Triggers when you save a message.
Instant
Trigger
- Slack
Triggers when a new Slack user is created / first joins your org.
Instant
Trigger
- Slack
Adds a reminder for yourself or a teammate, just like the
Scheduled
Action
- Slack
Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.
Scheduled
Action
- Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
Scheduled
Action
- Slack
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
Scheduled
Action
- Slack
Creates a new channel.
Scheduled
Action
- Slack
Post a new message to a private channel you choose. Can also schedule a message for later.
Scheduled
Action
- Slack
Sets the topic on a selected channel.
Scheduled
Action
- Slack
Update basic profile fields such as name or title
Scheduled
Action
- Slack
Sets your Slack status to the given text and emoji.
Scheduled
Action
- Slack
Finds a Slack message using the Slack Search feature.
Scheduled
Action
- Slack
Finds a user by matching against their email instead of their username.
Scheduled
Action
- Slack
Finds a user by their ID.
Scheduled
Action
- Slack
Finds a user by matching against their real name instead of their username.
Scheduled
Action
- Slack
Finds a user by their username.
Scheduled
Action
How Agile CRM + Slack Integrations Work
- Step 1: Authenticate Agile CRM and Slack.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.
Slack Tutorials
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