Squarespace + Zoom + Agile CRM Integrations

How to connect Squarespace + Zoom + Agile CRM

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Do even more with Squarespace + Zoom + Agile CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Squarespace, Zoom, and Agile CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Meeting TypeRequired
Trigger
Instant
Try It
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
Trigger
Instant
Try It
- Meeting TypeRequired
- TopicRequired
- WhenRequired
- Time Zone
- Password
  Maximum of 10 characters that may only contain[a-z A-Z 0-9 @-_*]
- Duration (in minutes)Required
Action
Write
- Upcoming WebinarRequired
- EmailRequired
- First NameRequired
Action
Write

- Track / MilestoneRequired
Trigger
Scheduled
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
Try It

New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
Try It
- Ticket FilterRequired
  Filters.
Trigger
Scheduled
Try It
- Tag NameRequired
  The name of the tag added to the contact.
Trigger
Scheduled
Try It
- Contact EmailRequired
  Email of the Contact.
- Subject of NoteRequired
  Subject of the Note.
- DescriptionRequired
  Description of the Notes.
Action
Write
- Contact EmailRequired
  Email of the Contact.
- TagsRequired
  Tags to be added to the contact separated by comma. Tags can’t contain special chars except space and underscore.
Action
Write
- First NameRequired
  The First name of the Contact.
- Last Name
  Last name of the Contact.
- EmailRequired
  Email Address of the Contact.
- If Duplicate Found
  If there is a contact already in Agile with the given email, what should be done.
- Phone
  Phone Number.
- Tag
  Tags to be added to the contact separated by comma. Tags can’t contain number or special characters except space and underscore.
- Company
  Name of the company.
- Add Address
  Enter address line here.
- City
- State
- Zip Code
- Country
- Website
  Link website to a contact.
Action
Write
- NameRequired
  Name of the event.
- PriorityRequired
  Priority of the Event.
- OwnerRequired
  Owner of the event.
- Start TimeRequired
  The starting time of the event.
- End TimeRequired
  End time of the event.
Action
Write
- SubjectRequired
  Subject of the task.
- Task TypeRequired
  Type of the task.
- PriorityRequired
  Priority of the Task.
- Owner
  Owner of the task.
- Email
  Email ID of the Contact.
- Due Date
  Due Date of the Task.
Action
Write

- Api Docs Info
  API docs for Squarespace are located here https://developers.squarespace.com/commerce-apis/what-can-i-do
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Upcoming MeetingRequired
Trigger
Instant
Try It
- Upcoming WebinarRequired
Trigger
Instant
Try It
- Upcoming MeetingRequired
- EmailRequired
- First NameRequired
- Last NameRequired
- Confirmation Email
Action
Write
- Api Docs Info
  API docs for Zoom are located here https://marketplace.zoom.us/docs/api-reference/introduction
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Try It
- CampaignRequired
  The campaign workflow to add the contact to.
- Subscriber EmailRequired
  Email of the contact to be added to campaign.
Action
Write
- Contact EmailRequired
  Email of the contact.
- Score to Be AddedRequired
  Score to be added to the Contact in the AgileCRM.
Action
Write
- Company NameRequired
  Name of the Company.
- Company URL
  URL of the company.
Action
Write
- NameRequired
  Name of the Deal.
- Owner
  Owner of the Deal.
- Probability (%)
  Enter the probability of the deal.
- ValueRequired
  Expected value of the deal.
- Track
  Select the track for the deal from the given list.
- Milestone
  Milestone of the Deal. The text should match an existing milestone for the selected Track (case sensitive).
- Related To
  The Email of the Contact.
- Close Date
  Close Date of the deal.
- Description
  Description of the Deal.
- Deal Source
  List of deal source option for a deal.
Action
Write
- EmailRequired
  Email.
- SubjectRequired
  Subject of the ticket.
- Cc
  CC emails.
- PriorityRequired
  Priority.
- Status
  Status.
- AssigneeRequired
  Group name to assign.
- MessageRequired
  Message.
Action
Write
- EmailRequired
  Email address of the contact in the Agile CRM. It is used to identify which contact needs to be updated.
- First Name
  First name of the contact.
- Last Name
  Last name of the contact in Agile CRM.
- Company
  Company Name of the contact.
- Phone
  Phone Number of the contact.
- Tags
  Tags to be added to the contact. Multiple tags must be separated by comma.
- Add Address
  Enter line address.
- City
- State
- Zip Code
- Country
- Create New Contact
  If no contact is present with the given email, should a NEW contact be created?
- Website
  Link up a website to a contact.
Action
Write

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How Squarespace + Zoom + Agile CRM Integrations Work

Step 1: Authenticate Squarespace, Zoom, 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 Squarespace + Zoom + Agile CRM

About Squarespace

Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.

Related categories

Forms & Surveys

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WordPress (Legacy)

Website Builders, WordPress

Tumblr

Website Builders

About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Learn more

Related categories

Video Conferencing

Similar apps

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Video Conferencing

Intermedia AnyMeeting

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Webinars

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.

Related categories

CRM (Customer Relationship Management)

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Marketing Automation, WordPress

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Squarespace + Zoom + Agile CRM Integrations

How to connect Squarespace + Zoom + Agile CRM

Do even more with Squarespace + Zoom + Agile CRM

New Form Submission

New Meeting

Meeting TypeRequired

New Recording

Create Meeting

Meeting TypeRequired

TopicRequired

WhenRequired

Time Zone

Password

Duration (in minutes)Required

Create Webinar Registrant

Upcoming WebinarRequired

EmailRequired

First NameRequired

Changed Deal Milestone

Track / MilestoneRequired

New Case

New Deal

New Ticket

Ticket FilterRequired

New Tag to Contact

Tag NameRequired

Add Note

Contact EmailRequired

Subject of NoteRequired

DescriptionRequired

Add Tag to Contact

Contact EmailRequired

TagsRequired

Create Contact

First NameRequired

Last Name

EmailRequired

If Duplicate Found

Phone

Tag

Company

Add Address

City

State

Zip Code

Country

Website

Add Event

NameRequired

PriorityRequired

OwnerRequired

Start TimeRequired

End TimeRequired

Create Task

SubjectRequired

Task TypeRequired

PriorityRequired

Owner

Email

Due Date

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Meeting Registrant

Upcoming MeetingRequired

New Registrant

Upcoming WebinarRequired

Create Meeting Registrant

Upcoming MeetingRequired

EmailRequired

First NameRequired

Last NameRequired

Confirmation Email

API Request (Beta)

Api Docs Info