Agile CRM + Crisp

Create or update contacts in Crisp for new contacts in Agile CRM

Ensure a smooth flow of information across your platforms with this automation. When a new contact is added in Agile CRM, the workflow initiates and updates or adds that contact in your Crisp app. This process eliminates the need for manual data entry, streamlining your customer management, and allowing you to serve your clients more effectively.

When this happens...
New Contact
Triggers when a new contact is add in AgileCRM.
TriggerPolling
automatically do this!
Create/Update Contact
Creates/Update a contact
ActionWrite

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Supported triggers and actions

- Track / MilestoneRequired
Trigger
Polling
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
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- Ticket FilterRequired
Trigger
Polling
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- Tag NameRequired
Trigger
Polling
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- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write

- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write
Edited Contact
Triggers when a contact is edited.
Trigger
Instant
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Message Incoming
Triggers when a visitor sends a message.
Trigger
Instant
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New Conversation
Triggers when a new conversation is created.
Trigger
Instant
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Conversation Segments Updated
Triggers when a segment is added or removed in a conversation.
Trigger
Instant
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- Conversation ID (session_id)Required
- SegmentsRequired
Action
Write
- User EmailRequired
- User NameRequired
- Message FromRequired
- MessageRequired
Action
Write
- Conversation ID (session_id)Required
- Note message contentRequired
Action
Write
- Conversation ID (session_id)Required
- Message contentRequired
Action
Write
- QueryRequired
Action
Search

Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
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- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write
- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write
Message Sent
Triggers when an operator sends a message
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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Conversation Custom Data Updated
Triggers when custom data is added or removed in a conversation.
Trigger
Instant
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Conversation Status Change
Triggers when a conversation is (un)resolved.
Trigger
Instant
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- EmailRequired
- NameRequired
- Phone Number
- Address
- Website
- Company
- Position
- Segments
- Notepad
- Custom Data
Action
Write
- EmailRequired
- Event nameRequired
Action
Write
- Conversation ID (session_id)Required
- Message contentRequired
- Nickname
Action
Write
- Conversation ID (session_id)Required
- StateRequired
Action
Write
- EmailRequired
Action
Search

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.