Salesflare Salesflare Integrations

Agile CRM and Salesflare

CRM (Customer Relationship Management) agilecrm.com ↗

How to connect Agile CRM

What you can automate

  • When changed Deal Milestone in Agile CRM, create opportunity in Salesflare.
  • When new Contact in Agile CRM, find or create contact in Salesflare.
  • When new Deal in Agile CRM, create opportunity in Salesflare.
  • When new Ticket in Agile CRM, create task in Salesflare.
  • When new Task in Agile CRM, create task in Salesflare.
  • When new Tag to Contact in Agile CRM, find or create contact in Salesflare.

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Agile CRM operations on Zapier

Triggers (9)

Start a workflow when this happens

  • Changed Deal Milestone — Triggers when a Deal reaches a specific milestone you choose.
  • Changing Any Deal Milestone — Changing any milestone in Agile CRM should be triggered.
  • New Case — Triggers when a new case is added in Agile CRM.
  • New Contact — Triggers when a new contact is add in AgileCRM.
  • New Deal — Triggers when a new Deal is added in AgileCRM.
Show 4 more triggers
  • New Event — Triggers when a new event is created in Agile CRM.
  • New Tag to Contact — Triggers when a tag is added to contact in AgileCRM.
  • New Task — Triggers when a new task is added in the Agile CRM.
  • New Ticket — Triggers when a new ticket is added in Agile CRM.

Actions (11)

Things Salesflare can make it do

  • Add Event — Create event an event in Agile CRM.
  • Add Note — Add a Note to the Contact.
  • Add Score to Contact — Add Score to a Contact in the AgileCRM.
  • Add Tag to Contact — Add Tag to a Contact in the Agile CRM.
  • Add to Campaign — Subscribe to a Campaign.
Show 6 more actions
  • Create Company — Create a New Company.
  • Create Contact — Creates New Contact in the Agile CRM.
  • Create Deal — Create a deal in the Agile CRM.
  • Create Task — Create a Task for the Contact.
  • Create Ticket — Creates Ticket in the Agile CRM.
  • 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.

Agile CRM operations on Make

Triggers (7)

Start a workflow when this happens

  • Watch Companies — Triggers when a company is created, updated or viewed.
  • Watch Contact's Tags — Triggers when a new tag is added to the selected contact.
  • Watch Contacts — Triggers when a contact is created, updated or viewed.
  • Watch Deals — Triggers when a deal is created or updated.
  • Watch Events — Triggers when a calendar event occurs.
Show 2 more triggers
  • Watch Tasks — Triggers when a task is created, due, started or completed.
  • Watch Tickets — Triggers when a ticket is created or updated.

Actions (26)

Things Salesflare can make it do

  • Add a Contact to a Campaign — Adds a contact by email to a selected campaign.
  • Add a Note — Adds a new note to a ticket, contact or deal.
  • Add an Event — Adds a new event on the calendar.
  • Create a Company — Creates a new company.
  • Create a Contact — Creates a new contact.
Show 21 more actions
  • Create a Deal — Creates a new deal.
  • Create a Task — Creates a new task.
  • Create a Ticket — Creates a new ticket.
  • Delete a Company — Deletes a company.
  • Delete a Contact — Deletes a contact.
  • Delete a Deal — Deletes a deal.
  • Delete a Task — Deletes a task.
  • Delete a Ticket — Deletes a ticket
  • Delete an Event — Deletes an event.
  • Get a Company — Gets the details of a company.
  • Get a Contact by ID — Gets the details of a contact by ID.
  • Get a Deal — Gets the details of a deal.
  • Get a Task — Gets the details of a task.
  • Get a Ticket — Gets the details of a ticket.
  • Get an Event — Gets the details of an event.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Company — Updates an existing company.
  • Update a Contact — Updates an existing contact.
  • Update a Deal — Updates an existing deal.
  • Update a Task — Updates an existing task.
  • Update an Event — Updates an existing event.

Searches (7)

Look up existing records

  • Get All Messages in a Ticket — Retrieves all messages within a specified ticket.
  • List Companies — Retrieves a list of all companies.
  • List Contacts — Retrieves a list of all contacts.
  • List Deals — Retrieves a list of all deals.
  • List Events — Retrieves a list of all events.
Show 2 more searches
  • List Tasks — Retrieves a list of the tasks by given filter parameters.
  • List Tickets — Retrieves a list of all tickets.

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