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Agile CRM Integrations

Get full visibility into prospects, opportunities, teams, accounts, campaigns as well as contact activity by connecting
your Agile CRM account with Appy Pie Connect

  • No code
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  • Lightning Fast Setup
Trusted by 10 Million+ Customers

Highest Rated & Award Winning App Integration

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Alternatives

Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Alore CRM Alore CRM

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How to Integrate Agile CRM with Appy Pie Connect

Follow these steps to Integrate Agile CRM:

  1. Go to Appy Pie Connect

  2. Create an account or login if you already have an account

  3. Search for the Agile CRM App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Agile CRM account API key

  6. Your Agile CRM app is now ready to integrate hundreds of apps supported on Appy pie Connect.

Best Agile CRM Integrations

  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Both, Agile CRM and MailChimp are popular marketing automation platforms that enable millions of businesses run successful marketing campaigns. When you sync the two apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically turn your Agile CRM Contacts into MailChimp subscribers thereby broadening your audience base. Don’t waste another minute! Automate your workflow now without any coding or programming skills.
    How It Works
    • Whenever a new contact is added on Agile CRM
    • Appy Pie Connect automatically adds it to MailChimp as a new subscriber
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    Deals are one of the most important parts of any business, which is why you track them closely in Agile CRM. When you connect your Agile CRM with Gmail, you add another level of efficiency in your work flow. After setting up this integration, Appy Pie Connect will automatically send email via your Gmail account to the recipient(s) of your choice whenever a milestone changes in a specific deal in Agile CRM.
    How this Gmail – Agile CRM integration works
    • A Milestone is changed in a specific deal in Agile CRM
    • Appy Pie Connect sends Gmail email to the recipients of your choice
    What is Needed for This Integration
    • An Agile CRM Account
    • A Gmail account
  • Agile CRM MailChimp

    Agile CRM + MailChimp

    Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...
    When this happens...
    Agile CRM New Tag to Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Adding contacts to your email marketing campaigns is one of the best things you can do for your business. Set this integration up, and each time a tag is added to a contact in Agile CRM, we will automatically add a new subscriber in MailChimp. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Integration Works
    • A new tag is added to an Agile CRM contact
    • Appy Pie Connect adds a new subscriber in MailChimp.
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Agile CRM Gmail

    Agile CRM + Gmail

    Share Agile CRM deal milestones in a Gmail email Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    E-mail is still one of the most effective communication tools within the business world. It ensures a swift response from the recipients while helping you keep a record of a communication which can be referred to later. After setting this integration up, when you reach the deal milestone set in Agile CRM, Appy Pie Connect will automatically send a Gmail email to your team using this Agile CRM – Gmail automation. This integration helps you keep your team informed about the progress.
    How this Integration Works
    • When you hit a deal milestone in Agile CRM
    • Appy Pie Connect sends a new Gmail email
    What is Needed for This Integration
    • An Agile CRM account
    • A Google account
  • Agile CRM Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    When this happens...
    Agile CRM Changed Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Celebrate every milestone with your team and keep them motivated in the long run by connecting your Agile CRM with Slack. Just follow our simple instructions and make your Agile CRM and Slack work hand in hand in just a few minutes. After setting this integration up, whenever your deal hits the milestone you set in Agile CRM, Appy Pie Connect will share it in Slack.
    How this Integration Works
    • Whenever your deal hits the milestone you set in Agile CRM
    • Appy Pie Connect sends a message to your chosen Slack channel
    What You Need
    • An Agile CRM account
    • A Slack Account
  • Agile CRM Slack

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    Agile CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}

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Agile CRM Integration Details

Easily convert customers from live chat sessions or from anywhere they contact you into CRM contacts by connecting your Agile CRM with Appy Pie Connect. With Appy Pie Connect Agile CRM integrates seamlessly with the leading third-party service providers, websites, and apps without any coding. Our automation platform lets you integrate Agile CRM with more than 150 apps including LinkedIn, Gmail, Trello, Slack, MailChimp, ClickFunnels, Typeform, JotForm, Google Contacts, Google Sheets, Gravity Forms, ClickDesk, and many more. This Agile CRM integration from Appy Pie Connect can organize your sales process like never before. Also, Appy Pie Connect’s advanced telephony integration enables you to make, record, and automate calls from the Agile CRM.

Why you should use Agile CRM Integration?

Agile CRM with Appy Pie Connect helps you grow your business more efficiently by establishing deep technical integrations and long-term customer relations. Appy Pie Connect helps you automatically update your contacts in Agile CRM, saving the time you spend on manual data entry. You can even use Appy Pie Connect to create and add tags to your contacts that further help you sort, filter, and target them accordingly. Enjoy the Benefit of a range of Agile CRM integrations and make your business process more agile.

Here is how you can use Agile CRM with Appy Pie Connect:

  • Connect Agile CRM to LinkedIn and automatically add LinkedIn queries to Agile CRM as leads. This Agile CRM- LinkedIn integration will help you manage your business more effectively.
  • Connect Agile CRM to Acuity Scheduling and monitor your customers interact action with your business. This Agile CRM- Acuity Scheduling integration will automatically update contacts in Agile CRM when new appointments are created or canceled in Acuity Scheduling.
  • Integrate Agile CRM with Asana and automatically create Asana tasks whenever milestones changes in Agile CRM.
  • Save time on manual data entry by integrating Agile CRM with Typeform. This Appy Pie Connect automation will automatically add new form entries from Typeform to your Agile CRM.
  • Integrate into Agile CRM with ClickFunnels and automatically add tags to contacts in Agile CRM when new there are new contact activities in ClickFunnels.
  • Connect Agile CRM to Slack and automatically send Slack message when deal reaches the milestone you set in Agile CRM. This Agile CRM-Slack integration can also be used to send a message from a changing deal milestone in Agile CRM.
  • Set up Agile CRM-Gmail integration and automatically send a Gmail email from a changing deal in Agile CRM.
  • Integrate Agile CRM with Google Sheets and automatically add new deals in Agile CRM from new rows in Google Sheets. You can use this Agile CRM-Google Sheets integration that can be used to add new rows in a designated spreadsheet for newly tagged Agile CRM contacts.

Appy Pie Connect brings together Triggers (like "New Contact") and Actions (like "Create Subscriber") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these Connects help you automate repetitive tasks saving you the trouble of doing them manually.

Here is a list of Agile CRM Triggers and Actions

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • 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.

  • Update Company

    Update a Company.

Step By Step Agile CRM Integration Guide

  1. To connect Agile CRM to Appy Pie, you must click Connect Agile CRM to your favorite apps button. To do so, sign up/log into your Appy Pie and visit your access dashboard.


  2. Now, select your required service and click Continue. Here, you’ll be asked to select your account and press Connect an Account button.


  3. A pop window will appear and ask to enter the following information:

    1. Username: Enter the email address or user ID in the field used to create the Agile CRM account without any spaces.
    2. API Key or Password: Enter the API Key or Secret or password used during the Agile CRM account creation.
    3. Domain: Next, you need to enter the URL on which the Agile CRM account works for your team.
    4. Once the information is filled correctly in the form, press “Yes, Continue” to confirm the details and to allow the access of the Agile CRM account at Appy Pie Connect platform.


  4. Now, reconfirm your Agile CRM account. And, select the service details of Agile CRM from the dropdown menu available.


Common Issues With Agile CRM At Appy Pie Connect

Tag added to contact is not triggering.

This may occur due to spaces in between tags, you delete and add a new tag for the same purpose. Check if the trigger is working with the new tag. If still facing trouble then no need to worry our support team is always there to resolve the issues.

Contact is not Getting Created in Agile.

If contact is not getting created even after the integration report the connect to be a success then it may be due to the issues in the tag. Check for the spaces or any numeric value in the string, resolve such issues and try again. Check for the Duplicate Found filter, it must be set to either update existing contact or do nothing.

Kindly contact our support team online to get more information.

Page reviewed by: Abhinav Girdhar | Last Updated on April 18, 2022 12:10 pm

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