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Connect Agile CRM and Salesforce integrations

Connect Agile CRM and Salesforce 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 and Salesforce 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.

Trigger
Select a trigger...
Agile CRM

Triggers when a company is created, updated or viewed.

Agile CRM

Triggers when a contact is created, updated or viewed.

Agile CRM

Triggers when a new tag is added to the selected contact.

Agile CRM

Triggers when a deal is created or updated.

Agile CRM

Triggers when a calendar event occurs.

Agile CRM

Triggers when a task is created, due, started or completed.

Agile CRM

Triggers when a ticket is created or updated.

Agile CRM
Salesforce
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Action
Select an action...
Salesforce

Completes or aborts a job.

Salesforce

Creates a new bulk data job.

Salesforce

Creates a new record in an object.

Salesforce

Deletes a record.

Salesforce

Downloads an attachment or a document.

Salesforce

Gets a specified record in an object.

Salesforce

Performs an arbitrary authorized API call.

Salesforce

Performs an arbitrary authorized API call, with a personalized base URL.

Salesforce

Posts a message to a chatter feed.

Salesforce

Updates an existing record in an object.

Salesforce

Upserts a record.

Salesforce

Retrieves all bulk data jobs in the organization.

Salesforce

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Searches for records in an object using SOSL query.

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Build your Agile CRM and Salesforce integrations.

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

Agile CRM
Add a Contact to a Campaign

Adds a contact by email to a selected campaign.

Action
Agile CRM
Add a Note

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

Action
Agile CRM
Add an Event

Adds a new event on the calendar.

Action
Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
Agile CRM
Create a Company

Creates a new company.

Action
Agile CRM
Create a Contact

Creates a new contact.

Action
Agile CRM
Create a Deal

Creates a new deal.

Action
Salesforce
Create a Job

Creates a new bulk data job.

Action
Salesforce
Create a Record

Creates a new record in an object.

Action

Popular Agile CRM and Salesforce workflows.

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

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