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Agile CRM + vcita Integrations

How to connect Agile CRM + vcita

Zapier lets you send info between Agile CRM and vcita automatically—no code required.

When this happens...
Agile CRMAgile CRM
Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

automatically do this!
vcitavcita
Create Client

Creates a new client.

Supported triggers and actions

What does this mean?

How Agile CRM + vcita Integrations Work

  1. Step 1: Authenticate Agile CRM + vcita.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

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.

Related categories

  • CRM (Customer Relationship Management)

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vcita logo
vcita logo
vcita logo

About vcita

vCita is a client engagement solution for small businesses, including lead generation, online scheduling, document sharing, online payments and contact management. vCita is available on desktop, tablet and mobile, easily integrating with any website and online platform.

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