Integrating Agile CRM with Gmail by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Agile CRM and Gmail
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- 7 days free trial
- Lightning Fast Setup
Step by Step Agile CRM + Gmail Integration Video Guide
20 Million man hours saved
Award Winning App Integration Platform
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 Gmail
Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.
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It's easy to connect Agile CRM + Gmail without coding knowledge. Start creating your own business flow.
- Triggers
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Changed Deal MilestoneTriggers when a Deal reaches a specific milestone.
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Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
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New Contact
Triggers when a new contact is added.
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New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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New AttachmentTriggers whenever a new attachment is received (trigger is initiated once per attachment).
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New Email
Triggers when a new e-mail appears in the specified mailbox.
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New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
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New Labeled Email
Triggers when you receive a new email in a label.
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New Starred Email
Triggers everytime you receive a new email and Starmark it within two days.
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New Thread
Triggers every time a new thread starts.
- Actions
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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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.
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Update Company
Update a Company.
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Create Draft
Draft a new email message(but don't send).
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Create Label
Creates a new label.
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Send Email
Draft a new email message & send it.
How Agile CRM & Gmail Integrations Work
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Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Gmail as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Agile CRM to Gmail.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.