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Agile CRM, 4leads, Salesforce Integrations

Agile CRM
4leads
Salesforce
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What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

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!

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.

4leads

Watch Automations

Watches for 4leads automations with an Integromat toggle as action. Delivers a Contact object.

Salesforce

Watch Records in an Object

Triggers when a record in an object 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.

4leads

Add a Contact to a Subscription

Adds a contact to a subscription.

4leads

Add Tags

Adds one or more Tags to a Contact.

4leads

Create a Tag

Creates a Tag inside your 4leads account. Tag names are not unique and multiple tags with the same name may be created.

4leads

Get a Contact

Retrieves a single contact by id or email.

4leads

Get a Global Field value

Reads the current value to a contact for a selected global field.

4leads

Make an API Call

Performs an arbitrary authorized API call.

4leads

Remove a Contact from a Subscription

Revokes the contact subscription to a 4leads topic.

4leads

Remove Tags

Removes one or multiple Tags from a Contact. (max. 20)

4leads

Set Global Field(s) Value

Sets the Value of a Global Field for a Contact.

4leads

Sign Contact to a Campaign

Starts the Campaign for the a contact.

4leads

Stop Campaign

Stops the campaign for a contact.

4leads

Trigger an Automation

Triggers an automation with integromat as starting point. Returns the contact object if contact was found.

4leads

Update a Tag

Updates the name of a Tag.

4leads

Upsert a Contact

Searches for the Contact by email. If the contact is not known yet it gets created. Otherwise the contact may get updated and the id is accessible for further steps.

Salesforce

Update a Record in an Object

Edits an already-existing record in an object.

Salesforce

Delete a Record in an Object

Deletes an existing record in an object.

Salesforce

Get Records in an Object

Retrieves all records in an object or a record in an object by the given ID or criteria.

Salesforce

Search for Records in an Object

Searches for records in an object that matches the specified search query.

Salesforce

Create a Record in an Object

Creates a new record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to Chatter Feed

Posts a message to the Chatter feed.

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.

4leads

Get Contact Tags

Gets the list of tags the contact is connected to right now.

4leads

Search Contacts

Gets a list of your contacts.

4leads

Search Tag

Searches a Tag by name. May give multiple results.