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Agile CRM
Anthropic Claude

Connect Agile CRM and Anthropic Claude

Explore ready-made Agile CRM and Anthropic Claude templates and start automating in minutes.

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Create a custom workflow

Integrate Agile CRM with Anthropic Claude and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Agile CRM
Trigger: Watch Companies
Anthropic Claude
Action: Select an action
1. Select a trigger

  • Triggers when a company is created, updated or viewed.

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

  • Triggers when a contact is created, updated or viewed.

  • Triggers when a deal is created or updated.

  • Triggers when a calendar event occurs.

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

  • Triggers when a ticket is created or updated.

2. Select an action

  • Creates a memory in a memory store.

  • Creates a memory store.

  • Creates a new prompt based on a structured list of input messages.

  • Creates a session.

  • Creates a new Skill.

  • Creates a new Skill version.

  • Deletes an existing file.

  • Deletes an existing Skill.

  • Deletes an existing Skill version.

  • Downloads a Claude-generated file.

  • Retrieves an existing file's metadata.

  • Retrieves an existing Skill.

  • Retrieves an existing Skill version.

  • Performs an arbitrary authorized API call.

  • Sends events to a session.

  • Generates text responses from prompts without requiring an account or connection.

  • Uploads a new file.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Agile CRM and Anthropic Claude.

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 memory
Creates a memory in a memory store.
Action
Create a memory store
Creates a memory store.
Action
Create a Prompt
Creates a new prompt based on a structured list of input messages.
Action
Load more

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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.