Customers & Support

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.

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Start automating common business processes immediately with tons of prebuilt templates.
You can use them as they are or customize them to suit your needs

Supported
Triggers, Searches, Filters, and Actions

Trigger

Changing Any Deal Milestone

Changing any milestone in Agile CRM should be triggered.

Trigger

New Task

Triggers when a new task is added in the Agile CRM.

Trigger

New Event

Triggers when a new event is created in Agile CRM.

Trigger

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

Trigger

New Deal

Triggers when a new Deal is added in AgileCRM.

Trigger

New Tag to Contact .

Triggers when a tag is added to contact in AgileCRM

Trigger

New Case

Triggers when a new case is added in Agile CRM.

Trigger

New Contact

Triggers when a new contact is add in AgileCRM.

Trigger

New Ticket

Triggers when a new ticket is added in Agile CRM.

Action

Create or Update Contact

Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

Action

Create Company

Create a New Company.

Action

Add Event

Create event an event in Agile CRM.

Action

Add Score to Contact

Add Score to a Contact in the AgileCRM.

Action

Add to Campaign

Subscribe to a Campaign.

Action

Create Ticket

Creates Ticket in the Agile CRM.

Action

Create Contact

Creates New Contact in the Agile CRM.

Action

Add Note

Add a Note to the Contact.

Action

Add Tag to Contact

Add Tag to a Contact in the Agile CRM.

Action

Create Task

Create a Task for the Contact.

Action

Create Deal

Create a deal in the Agile CRM.

Available Datasets

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Frequently Asked Questions

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Alternative Connectors

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