DocSend

DocSend + Agile CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect DocSend and Agile CRM, with as many as 33 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect DocSend + Agile CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Link Created

This trigger fires when you create a new link in DocSend.

Create Deal

Create a deal in the Agile CRM.

New Space Created

This trigger fires when you create a new Space in DocSend.

Create Task

Create a Task for the Contact.

New Visit

Triggers when you get a new visit.

Add Tag to Contact

Add Tag to a Contact in the Agile CRM.

New Ticket

Triggers when a new ticket is added in Agile CRM.

Add Note

Add a Note to the Contact.

New Contact

Triggers when a new contact is add in AgileCRM.

Create Contact

Creates New Contact in the Agile CRM.

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Become a Zapier Integration Partner

DocSend tells you how prospects engage with your sales material after you send it. Know when to follow up, who to follow up with, and what to focus on, enabling you to do business faster.

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

See Agile CRM Integrations