Ezekia + Agile CRM Integrations

How to connect Ezekia + Agile CRM

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

When this happens...

automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy

Supported triggers and actions

What does this mean?

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

Step 1: Authenticate Ezekia and Agile CRM.
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.

Connect apps

Connect Ezekia + Agile CRM

About Ezekia

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

Related categories

HR Talent & Recruitment

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.