Agile CRM

Agile CRM

Create your customized scenario with Integromat. Automate repetitive tasks involved in using Agile CRM and make your work easier.

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What is Integromat?

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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Agile CRM integrations

Send push notifications in Google Chrome for new Agile CRM tickets

Send push notifications in Google Chrome for new Agile CRM tickets

Every time a new ticket is created in Agile CRM, Integromat will automatically send a push notification via Google Chrome, using this extension.


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Create Agile CRM tickets from new Microsoft 365 emails

Create Agile CRM tickets from new Microsoft 365 emails

Every time a new message is delivered to your Outlook 365 mailbox, Integromat will automatically create a ticket in Agile CRM.


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Add new Shopify customers to an Agile CRM campaign

Add new Shopify customers to an Agile CRM campaign

Every time a new customer is created in Shopify, Integromat will automatically add that contact to a selected Agile CRM campaign.


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Add new Agile CRM companies to Pipedrive CRM

Add new Agile CRM companies to Pipedrive CRM

Every time a new company is added to Agile CRM, Integromat will automatically add that company as an organization in Pipedrive CRM.


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Verify phone numbers with sms77.io and add them to Agile CRM

Verify phone numbers with sms77.io and add them to Agile CRM

Every time someone fills out your Google Form, Integromat will automatically verify the number with sms77.io. Then, a contact is added to Agile CRM. The template uses this model from Google Forms.


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Create Channels contacts from Agile CRM contacts

Create Channels contacts from Agile CRM contacts

Every time a new contact is created in Agile CRM, Integromat will automatically create a new contact in Channels.


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Create a new Agile CRM contact from a new Cognito Forms entry

Create a new Agile CRM contact from a new Cognito Forms entry

Every time a new Cognito Forms entry is submitted, Integromat will automatically create a new contact in Agile CRM. The template uses this example form.


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Create an Agile CRM contact when a new ActiveDEMAND contact is created

Create an Agile CRM contact when a new ActiveDEMAND contact is created

Every time a new ActiveDEMAND contact is created, Integromat will automatically create an Agile CRM contact (if it doesn't already exist).


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Verify and update a phone number of an Agile CRM contact using Veriphone

Verify and update a phone number of an Agile CRM contact using Veriphone

Every time a new Agile CRM contact is created, Integromat will automatically verify its phone number in Veriphone and if it's valid, update the contact with the formatted phone number.


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Triggers

Agile CRM

Watch Companies

Triggers when a company is created, updated or viewed.

Agile CRM

Watch Contacts

Triggers when a contact is created, updated or viewed.

Agile CRM

Watch Contact's Tags

Triggers when a new tag is added to the selected contact.

Agile CRM

Watch Deals

Triggers when a deal is created or updated.

Agile CRM

Watch Events

Triggers when a calendar event occurs.

Agile CRM

Watch Tasks

Triggers when a task is created, due, started or completed.

Agile CRM

Watch Tickets

Triggers when a ticket is created or updated.

Actions

Agile CRM

Add a Contact to a Campaign

Adds a contact by email to a selected campaign.

Agile CRM

Add an Event

Adds a new event on the calendar.

Agile CRM

Add a Note

Adds a new note to a ticket, contact or deal.

Agile CRM

Create a Company

Creates a new company.

Agile CRM

Create a Contact

Creates a new contact.

Agile CRM

Create a Deal

Creates a new deal.

Agile CRM

Create a Task

Creates a new task.

Agile CRM

Create a Ticket

Creates a new ticket.

Agile CRM

Delete a Company

Deletes a company.

Agile CRM

Delete a Contact

Deletes a contact.

Agile CRM

Delete a Deal

Deletes a deal.

Agile CRM

Delete an Event

Deletes an event.

Agile CRM

Delete a Task

Deletes a task.

Agile CRM

Delete a Ticket

Deletes a ticket

Agile CRM

Get a Company

Gets the details of a company.

Agile CRM

Get a Contact

Gets the details of a contact.

Agile CRM

Get a Deal

Gets the details of a deal.

Agile CRM

Get an Event

Gets the details of an event.

Agile CRM

Get a Task

Gets the details of a task.

Agile CRM

Get a Ticket

Gets the details of a ticket.

Agile CRM

Make an API Call

Performs an arbitrary authorized API call.

Agile CRM

Update a Company

Updates an existing company.

Agile CRM

Update a Contact

Updates an existing contact.

Agile CRM

Update a Deal

Updates an existing deal.

Agile CRM

Update an Event

Updates an existing event.

Agile CRM

Update a Task

Updates an existing task.

Searches

Agile CRM

Get All Messages in a Ticket

Retrieves all messages within a specified ticket.

Agile CRM

List Companies

Retrieves a list of all companies.

Agile CRM

List Contacts

Retrieves a list of all contacts.

Agile CRM

List Deals

Retrieves a list of all deals.

Agile CRM

List Events

Retrieves a list of all events.

Agile CRM

List Tasks

Retrieves a list of the tasks by given filter parameters.

Agile CRM

List Tickets

Retrieves a list of all tickets.

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