Agile CRM integrations

Connecting Agile CRM on Make

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Connect Agile CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Agile CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Build your Agile CRM integrations.

Create custom Agile CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add a Contact to a Campaign

Adds a contact by email to a selected campaign.

Action

Add a Note

Adds a new note to a ticket, contact or deal.

Action

Add an Event

Adds a new event on the calendar.

Action

Create a Company

Creates a new company.

Action

Create a Contact

Creates a new contact.

Action

Create a Deal

Creates a new deal.

Action

Create a Task

Creates a new task.

Action

Create a Ticket

Creates a new ticket.

Action

Delete a Company

Deletes a company.

Action

Popular Agile CRM workflows.

Looking to get more out of Agile CRM? With Make you can visually integrate Agile CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Create Agile CRM tickets from new Microsoft 365 emails

Every time a new message is delivered to your Outlook 365 mailbox, Make will automatically create a ticket in Agile CRM.

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Add new Shopify customers to an Agile CRM campaign

Every time a new customer is created in Shopify, Make will automatically add that contact to a selected Agile CRM campaign.

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Create Agile CRM contacts from Shopify customers

Use this template to automatically create an Agile CRM contact when a new Shopify customer is created.

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Create Agile CRM contacts from Shopify orders

Use this template to automatically create an Agile CRM contact when a Shopify order is created.

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