• ProAgentSolutions logoProAgentSolutions logo
  • Agile CRM logoAgile CRM logo

ProAgentSolutions + Agile CRM Integrations

How to connect ProAgentSolutions + Agile CRM

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  • ProAgentSolutions triggers, actions, and search
    New Activity
    Triggers when a new activity is created.
    Trigger
    Scheduled
  • ProAgentSolutions triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • ProAgentSolutions triggers, actions, and search
    Create Activity
    Creates a new activity.
    Action
    Write
  • ProAgentSolutions triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • ProAgentSolutions triggers, actions, and search
    Find Contact
    Finds a contact using an email address.
    Action
    Search
  • ProAgentSolutions triggers, actions, and search
    Find or Create Contact
    Finds a contact using an email address.
    Action
    Search or write
  • Agile CRM triggers, actions, and search
    Changed Deal Milestone
    Triggers when a Deal reaches a specific milestone you choose.
    Trigger
    Scheduled
  • Agile CRM triggers, actions, and search
    Changing Any Deal Milestone
    Changing any milestone in Agile CRM should be triggered.
    Trigger
    Instant
  • 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 ProAgentSolutions + Agile CRM Integrations Work

  1. Step 1: Authenticate ProAgentSolutions 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.
pro-agent-solutions logo
pro-agent-solutions logo

About ProAgentSolutions

Pro Agent Solutions helps real estate agents and brokers manage their customer relationships, stay organized and generate leads so they can sell more homes.
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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