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Agile CRM + ConvertKit Integrations

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and ConvertKit

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About ConvertKit

ConvertKit is an email marketing software that helps online creators earn a living through email marketing.

ConvertKit Integrations

Best ways to Integrate Agile CRM + ConvertKit

  • Agile CRM ConvertKit

    Agile CRM + ConvertKit

    Create or Update Purchase to ConvertKit from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    ConvertKit Create or Update Purchase
  • Agile CRM ConvertKit

    Agile CRM + ConvertKit

    Add Subscriber to Form in ConvertKit when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    ConvertKit Add Subscriber to Form
  • Agile CRM ConvertKit

    Agile CRM + ConvertKit

    Add Tag to Subscriber in ConvertKit when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    ConvertKit Add Tag to Subscriber
  • Agile CRM ConvertKit

    Agile CRM + ConvertKit

    Remove Tag From Subscriber in ConvertKit when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    ConvertKit Remove Tag From Subscriber
  • Agile CRM ConvertKit

    Agile CRM + ConvertKit

    Create or Update Purchase to ConvertKit from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    ConvertKit Create or Update Purchase
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + ConvertKit in easier way

It's easy to connect Agile CRM + ConvertKit without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

    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.

  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

How Agile CRM & ConvertKit Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick ConvertKit as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to ConvertKit.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and ConvertKit

Agile CRM?

Agile CRM is one of the most popular CRM platforms in the industry. It is a cloud-based CRM software which allows users to manage and organize their business information online. It was launched in 2006 by Salesforce, a well-known enterprise application development company. Its main goal is to give small and medium-sized companies an opportunity to use CRM software for their sales force automation process as well as customer support.

Agile CRM has many features like marketing automation tops, campaign management features, contact management, lead management, etc. The platform is a multi-user interface; it means that several people at one time can do their work without interfering with each other. The platform is also easy to use and learn, so you do not need to spend time on training your employees when using it.

ConvertKit?

ConvertKit is a digital marketing and email marketing platform for bloggers and publishers who want to run an email list. It simplifies the process of sending emails and automating sales funnels. ConvertKit allows users to create beautiful custom forms for landing pages and products pages, which are then sent directly to their ConvertKit account.

Integration of Agile CRM and ConvertKit

Integration of Agile CRM and ConvertKit allows both users to take full advantage of the capabilities of both platforms. Now, users of both platforms can get even more benefits from using them together as they can easily integrate their contacts and subscribers between these two platforms. Thus, you can export all your contacts from both platforms at once and import them to any other platform.

Furthermore, the integration of Agile CRM and ConvertKit allows users to track their customers’ activities and behaviors on your website, making it easier to convert your leads into customers. For example, if your website visitors fill out a form on your website or share your post, then you will get a notification about that immediately through e-mail in your ConvertKit account. Also, if you have a visitor on your website who has downloaded a document or e-book about your products or services, then you will also receive an e-mail notification about it in your Agile CRM account. In this way, you will be able to fplow up with all your leads and potential customers as soon as possible after they have interacted with your brand online.

Benefits of Integration of Agile CRM and ConvertKit

In order to help you understand why integration of Agile CRM and ConvertKit will help your business, we have listed some benefits below:

You can save time by automating some of your marketing processes and growing your business faster. You will be able to get new clients for your business because you will be able to send targeted messages to prospects based on their behavior. You will be able to gain more knowledge about your customers’ interests and behaviors by using data analytics tops provided by Agile CRM and ConvertKit. You will be able to manage all your contacts in one place, which will save you time and money without losing track of any important contact information. You will be able to find new leads quicker because you will know when someone downloads a file from your website or opens an email you’ve sent them before. You will have access to more resources and tops that will help you grow your business faster and easier than before. To learn more about integration of Agile CRM and ConvertKit, feel free to contact us anytime through our website or social media pages!

The process to integrate Agile CRM and ConvertKit may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.