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Agile CRM

Connect Agile CRM integrations

Nurture your customer relationships, sales pipelines, and marketing campaigns by automating Agile CRM with Make. Connecting your contact databases with over 3,000 integration apps lets you instantly create new leads, track deal milestones, and update support tickets in real time. Register for your free account today to start building your first automated sales scenario.

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Verified

Agile CRM

This app is supported and maintained by Make.

Triggers and actions

Developed, supported and maintained by community users.

Watch Companies
Triggers when a company is created, updated or viewed.
Trigger
Watch Contact's Tags
Triggers when a new tag is added to the selected contact.
Trigger
Watch Contacts
Triggers when a contact is created, updated or viewed.
Trigger
Watch Deals
Triggers when a deal is created or updated.
Trigger
Watch Events
Triggers when a calendar event occurs.
Trigger
Watch Tasks
Triggers when a task is created, due, started or completed.
Trigger
Watch Tickets
Triggers when a ticket is created or updated.
Trigger
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
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Agile CRM

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Popular Agile CRM workflows

Connect Agile CRM to your favorite apps with Make. Automate workflows, sync contacts, and simplify your daily tasks.

App Families

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.

Create Agile CRM tickets from new Microsoft 365 emails
Use template
Commerce

Create Agile CRM tasks from Shopify abandoned checkouts

Use this template to automatically create an Agile CRM task when an abandoned checkout is registered on Shopify.

Create Agile CRM tasks from Shopify abandoned checkouts
Use template
App Families

Verify phone numbers with sms77.io and add them to Agile CRM

Every time someone fills out your Google Form, Make will automatically verify the number with sms77.io. Then, a contact is added to Agile CRM. The template uses this model from Google Forms.

Verify phone numbers with sms77.io and add them to Agile CRM
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Supercharge your workflows

Automate Your Growth: Key Benefits of Agile CRM and Make Integration

Connect Agile CRM with Make to automate daily operations. Quickly turn emails into support tickets, assign sales tasks, and sync customer details to keep your business running smoothly.

Seamless support ticket creation

Turn incoming customer emails directly into support tickets so your service team never misses an urgent request.

Automated project kickoff

Kick off new projects in your project management tools automatically as soon as a new client contact is added.

Instant sales follow-ups

Automatically assign follow-up tasks to your sales team the moment a customer abandons their online shopping cart.

Clean and verified lead data

Validate phone numbers automatically before saving new leads to your CRM, keeping your contact database reliable.

Support

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.