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  • Agile CRM logoAgile CRM logo

Ezekia + Agile CRM Integrations

How to connect Ezekia + Agile CRM

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  • Ezekia triggers, actions, and search
    Company Updated
    Triggers when a company is updated.
    Trigger
    Scheduled
  • Ezekia triggers, actions, and search
    Get Notes
    Retrieve latest notes for the specified item.
    Trigger
    Scheduled
  • Ezekia triggers, actions, and search
    New Company Created
    Triggers when a new company is created on the platform.
    Trigger
    Scheduled
  • Ezekia triggers, actions, and search
    New Person Created
    Triggers when a new person is created on the platform.
    Trigger
    Scheduled
  • Ezekia triggers, actions, and search
    New Project Created
    Triggers when a new project is created on the platform.
    Trigger
    Scheduled
  • Ezekia triggers, actions, and search
    Person Added to List
    Triggers when a person is added to a list
    Trigger
    Scheduled
  • Ezekia triggers, actions, and search
    Person Updated
    Triggers when a person is updated.
    Trigger
    Scheduled
  • Ezekia triggers, actions, and search
    Project Updated
    Triggers when project is updated.
    Trigger
    Scheduled
  • Ezekia

    Adds a custom field value to a company

    Scheduled

    Action

  • Ezekia

    Adds a custom field value to a company

    Scheduled

    Action

  • Ezekia

    Adds a custom field value to a Project

    Scheduled

    Action

  • Ezekia

    Adds an email to a person, if that email does not already exist.

    Scheduled

    Action

  • Ezekia

    Creates a note on an assignment.

    Scheduled

    Action

  • Ezekia

    Creates a note on a company.

    Scheduled

    Action

  • Ezekia

    Creates a note on a person.

    Scheduled

    Action

  • Ezekia

    Adds one or more specified person tags to one or more people

    Scheduled

    Action

  • Ezekia

    Add one or more people to an assignment

    Scheduled

    Action

  • Ezekia

    Add a person to a list.

    Scheduled

    Action

  • Ezekia

    Adds one or more pipeline tags to one or more candidates on an assignment

    Scheduled

    Action

  • Ezekia

    Add status tag to company

    Scheduled

    Action

  • Ezekia

    Add status tag to project

    Scheduled

    Action

  • Ezekia

    Change the email address of a person.

    Scheduled

    Action

  • Ezekia

    Creates a new company

    Scheduled

    Action

  • Ezekia

    Creates a new person

    Scheduled

    Action

  • Ezekia

    Creates a new project

    Scheduled

    Action

  • Ezekia

    Deletes an email address from a person

    Scheduled

    Action

  • Ezekia

    Removes a person from a specified list.

    Scheduled

    Action

  • Ezekia

    Removes one or more specified person tags from one or more people

    Scheduled

    Action

  • Ezekia

    Removes one or more pipeline tags from one or more candidates on an assignment

    Scheduled

    Action

  • Ezekia

    Update an existing company record

    Scheduled

    Action

  • Ezekia

    Update an existing person record

    Scheduled

    Action

  • Ezekia

    Update an existing project record

    Scheduled

    Action

  • Ezekia

    Find a location that exists on the Ezekia platform.

    Scheduled

    Action

  • Ezekia

    Finds a person from your Ezekia account by one of their email addresses

    Scheduled

    Action

  • Ezekia

    Find a person by their unique ID

    Scheduled

    Action

  • Ezekia

    Find a person by their phone number

    Scheduled

    Action

  • Ezekia

    Finds an opportunity or assignment by its name.

    Scheduled

    Action

  • Ezekia

    Finds an opportunity or assignment by its project ID.

    Scheduled

    Action

  • Ezekia

    Finds a person from your Ezekia account by one of their email addresses

    Scheduled

    Action

  • Agile CRM

    Triggers when a Deal reaches a specific milestone you choose.

    Scheduled

    Trigger

  • Agile CRM

    Changing any milestone in Agile CRM should be triggered.

    Instant

    Trigger

  • Agile CRM

    Triggers when a new case is added in Agile CRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new contact is add in AgileCRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new Deal is added in AgileCRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new event is created in Agile CRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new ticket is added in Agile CRM.

    Scheduled

    Trigger

  • Agile CRM

    Triggers when a new task is added in the Agile CRM.

    Scheduled

    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

How Ezekia + Agile CRM Integrations Work

  1. Step 1: Authenticate Ezekia and Agile CRM.
    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.
ezekia logo
ezekia logo

About Ezekia

Ezekia is a platform for executive search firms to manage their assignments and business development campaigns.

Related categories

agile-crm logo
agile-crm logo

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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