Agile CRM + SMS by Zapier

Agile CRM + SMS by Zapier integrations

Add new tags to Agile CRM contacts and send sms via zapier instantly

Automatically communicate with your contacts by sending them an SMS each time a new tag is added to their profile in Agile CRM. This workflow ensures your communication stays updated and relevant, helping you enhance your relationship with contacts, without the need to manually send an SMS each time a tag is updated. Streamlining this process offers an efficient way to keep in touch with customers and manage their journey.

When this happens...
New Tag to ContactTriggers when a tag is added to contact in AgileCRM.
TriggerPolling
automatically do this!
Send SMSSend an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
ActionWrite

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More things you can do with Agile CRM and SMS by Zapier

Discover other triggers and actions you can use with Agile CRM and SMS by Zapier

- Track / Milestone
  Required
Trigger
Polling
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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
- Send_v2_copy
- From_number
- Message
  Required
Action
Write

Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
Try It
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

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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About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

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Related categories

Phone & SMS

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