• Kiflo PRM logoKiflo PRM logo
  • Agile CRM logoAgile CRM logo

Kiflo PRM + Agile CRM Integrations

How to connect Kiflo PRM + Agile CRM

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  • Kiflo PRM triggers, actions, and search
    Contact Added
    Triggers when a new contact is added.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    Contact Updated
    Triggers when a property on an existing contact is updated.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    Customer Added
    Triggers when a new customer is added.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    Customer Updated
    Triggers when a new customer is updated.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    Deal Accepted
    Triggers when a new deal is accepted.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    Deal Added
    Triggers when a new deal is added.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    Deal Note Added
    Triggers when a new note is added on a deal.
    Trigger
    Instant
  • Kiflo PRM triggers, actions, and search
    Deal Stage Changed
    Triggers when a deal moves to a new stage.
    Trigger
    Instant
  • Kiflo PRM

    Triggers when a new deal is refused.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a property on an existing deal is updated.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new lead is accepted.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new lead is added.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new note is added on a lead.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new lead is refused.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new lead is updated.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a partner application is accepted.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new partner application is added.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a partner application is rejected.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new partner is added.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new note is added on a partner.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a partner moves to a new onboarding stage.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new partner is updated.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a partner as added to a new program level.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new reward is created.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new transaction is added.

    Instant

    Trigger

  • Kiflo PRM

    Triggers when a new transaction is updated.

    Instant

    Trigger

  • Kiflo PRM

    Create a new channel conflict.

    Scheduled

    Action

  • Kiflo PRM

    Creates a new contact.

    Scheduled

    Action

  • Kiflo PRM

    Updates an existing contact.

    Scheduled

    Action

  • Kiflo PRM

    Creates a new customer.

    Scheduled

    Action

  • Kiflo PRM

    Updates an existing customer.

    Scheduled

    Action

  • Kiflo PRM

    Accepts a deal.

    Scheduled

    Action

  • Kiflo PRM

    Adds a partner with his role on an existing deal.

    Scheduled

    Action

  • Kiflo PRM

    Associates a customer to a deal.

    Scheduled

    Action

  • Kiflo PRM

    Creates a new deal.

    Scheduled

    Action

  • Kiflo PRM

    Refuses a deal.

    Scheduled

    Action

  • Kiflo PRM

    Updates an existing deal.

    Scheduled

    Action

  • Kiflo PRM

    Accepts a lead.

    Scheduled

    Action

  • Kiflo PRM

    Converts a lead to a customer.

    Scheduled

    Action

  • Kiflo PRM

    Converts a lead to a deal.

    Scheduled

    Action

  • Kiflo PRM

    Creates a new lead.

    Scheduled

    Action

  • Kiflo PRM

    Refuses a lead.

    Scheduled

    Action

  • Kiflo PRM

    Updates an existing lead.

    Scheduled

    Action

  • Kiflo PRM

    Accept a new partner application.

    Scheduled

    Action

  • Kiflo PRM

    Reject a new partner application.

    Scheduled

    Action

  • Kiflo PRM

    Creates a new partner.

    Scheduled

    Action

  • Kiflo PRM

    Updates an existing partner.

    Scheduled

    Action

  • Kiflo PRM

    Creates a new transaction.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing contact.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing customer.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing deal.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing lead.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing partner application.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing partner.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing transaction.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing Contact or creates a new one.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing Customer or creates a new one.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing Deal or creates a new one.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing Lead or creates a new one.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing Partner or creates a new one.

    Scheduled

    Action

  • Kiflo PRM

    Finds an existing Transaction or creates a new one.

    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 Kiflo PRM + Agile CRM Integrations Work

  1. Step 1: Authenticate Kiflo PRM 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.
kiflo-prm logo
kiflo-prm logo

About Kiflo PRM

Kiflo PRM helps companies manage their partner relationships & accelerate revenue through indirect sales channels

Related categories

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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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