Zapier Integration - Agile CRM

Connect with hundreds of SaaS apps. Share data. Automate tasks
Zapier for CRM


Connect all of your Apps with Zapier

Integrate Agile CRM with Zapier to automate tasks and share data between hundreds of apps. Harness the power of all of your apps at once!

Automate your Web Apps




Choose Triggers and Actions

Choose Triggers

Create new Zaps or choose from the many existing templates for your usage. Choose the triggers and actions in the apps you use and automate your tasks with Zapier.





Select Actions

Select the action you want to do from the list of actions available in the app you want the action to take place. You can use zapier to add contacts in Agile CRM from Gravity froms submission in your wordpress website.

Zap Actions




Choose Triggers and Actions

Automate Tasks with other Apps

Use Zapier to trigger automatic actions in Agile CRM based on actions in other Apps, and vice versa. For example, you can add contacts as leads in Agile CRM when you get an email from a new contact in your Gmail account, and you can automatically create a new folder in Box.net when a new deal is created in Agile CRM.





Advanced Mapping with Custom Fields

Now map all your data from your forms to your Agile CRM account with advanced field mapping. You can also map your form fields even with your custom fields in Agile giving you unlimited freedom to gather info from your leads.

Advanced Field Mapping



About Zapier

Zapier enables you to automate tasks between online services. Capture leads from your Gravity or Wufoo forms automatically in Agile, send an email from your email provider whenever a contact is added in Agile and many more tasks automated between the web apps you use with Zapier.

Zapier Integration



Action & Triggers of Agile CRM in Zapier

Triggers

New Deal
Triggers when a new Deal is added in AgileCRM
New Contact
Triggers when a new contact is add in AgileCRM
New Case
Triggers when a new case is added in Agile CRM
New Tag to Contact
Triggers when a tag is added to contact in AgileCRM
Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose

Actions

Add Score to Contact
Add Score to a Contact in the AgileCRM
Create Company
Create a New Company
Create Deal
Create a deal in the Agile CRM
Create Task
Create a Task for the Contact
Create Case
Create a Case in Agile CRM
Add Tag to Contact
Add Tag to a Contact in the Agile CRM
Add Note
Add a Note to the Contact
Create Contact
Creates New Contact in the Agile CRM
Add to Campaign
Subscribe to a Campaign

What are Triggers & Actions?

Triggers and actions are simply events. They can be things like a "new email" or a "new contact". A Zap combines triggers and actions - whenever the trigger event occurs, Zapier automatically completes the action for you!





Related Links

Start with FREE account today!

FREE for 10 Users. No credit card required.

  Talk to a Specialist

We are eager to help!

Schedule a chat with our friendly reps.


Sales Tech Support