Update Act-On contact from new Agile CRM contact
Agile CRM + Act-On Integration
Act-On + Agile CRM Integration
Integrate Act-On to Agile CRM in one click, or tell Integrately AI how you want each contact handled. Nurture leads, create contacts, update records, and trigger follow-up campaigns automatically.
Free forever.Use premium features free for 14 days.1.
Subscription category is deleted in Act-On Instant- CRM is connected in Act-On Instant
- CRM is disconnected in Act-On Instant
- Subscription category is added in Act-On Instant
- Contact is added to hard bounce list in Act-On Instant
- Subscription category is updated in Act-On Instant
- Contact is added to soft bounce list in Act-On Instant
- Subscription category opt in in Act-On Instant
- Subscription category opt out in Act-On Instant
- Contact is added in Act-On Instant
- Contact is updated in Act-On Instant
- Contact opt global in in Act-On Instant
- Contact opt global out in Act-On Instant
- Contact marked email as spam in Act-On Instant
- Automated program is stopped in Act-On Instant
- Automated program is started in Act-On Instant
- Form is submitted in Act-On Instant
Contact is created in Agile CRM- Tag is added to contact in Agile CRM
- Deal is created in Agile CRM
- Deal milestone is changed in Agile CRM
- Task is created in Agile CRM
- Event is created in Agile CRM
- Case is created in Agile CRM
2.
- Add contact to marketing list in Act-On
- Create or update contact in all contacts by email in Act-On
- Create or update contact in all contacts by external id in Act-On
- Add contact to direct select segment in all contacts in Act-On
- Create or update contact in marketing list by email in Act-On
- Search contact in marketing list by email in Act-On
- Search contact in all contacts by email in Act-On
- Import contacts in Act-On
- Create contact in Agile CRM
- Update contact in Agile CRM
- Add score to contact in Agile CRM
- Add tag to contact in Agile CRM
- Create deal in Agile CRM
- Create task in Agile CRM
- Add note in Agile CRM
- Search contact in Agile CRM
- Search company in Agile CRM
- Create company in Agile CRM
- Subscribe to campaign in Agile CRM
- Add event in Agile CRM
Trusted by experts at...
Ready Workflows for Act-On + Agile CRM Integration
Capture form submissions, create contacts, update marketing lists, and trigger follow-up campaigns, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Act-On + Agile CRM flow
Route form leads into spreadsheets, collect extra details via forms, and notify your sales team on Slack. Pick a combination and activate it in one click.
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Google Sheets (4)
Google Sheets (4) +
Typeform (3)
Typeform (3) +
Slack (3)
Slack (3) +
Mailchimp (3)
Mailchimp (3) +
Calendly (3)
Calendly (3) +
Zoom (3)
Zoom (3) A
G
A
Add every Act-On form submission to your Google Sheets spreadsheet, and create a contact in Agile CRM.
Form submissions land in Google Sheets instantly while creating a contact in Agile CRM, keeping your tracking updated without manual entry.
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G
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When a contact is created in Agile CRM, log it in Google Sheets and update the contact in Act-On.
New Agile CRM contacts appear in Google Sheets immediately and update Act-On records, eliminating manual syncing delays.
A
G
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When a deal milestone is changed in Agile CRM, update your Google Sheets log and add the contact to an Act-On marketing list.
Deal stage updates automatically refresh your Google Sheets tracker and update marketing lists in Act-On.
A
C
G
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Use Claude to summarise new Act-On form submissions, log the summary in Google Sheets, and create a contact in Agile CRM.
Claude summarises incoming Act-On submissions before logging them in Google Sheets and creating an Agile CRM contact.
Supported triggers and actions for Act-On and Agile CRM
Mix and match to build the exact automation you need
What can you automate with Act-On + Agile CRM?
Streamline your marketing and sales operations by automating contact creation, deal updates, and team notifications.
⚡
Sync Act-On submissions to Agile CRM contacts
Automatically create an Agile CRM contact the moment a new form is submitted in Act-On, eliminating manual data entry and ensuring instant lead availability.
📝
Capture every submitted form field
Map all available Act-On form answers into Agile CRM contact fields instead of just basic names and emails, giving your sales team complete context.
🔔
Alert your team instantly on Slack
Send instant notifications to your sales channel whenever a high-value Act-On form is submitted or an Agile CRM deal milestone changes.
🔀
Route leads based on submitted data
Perform different actions in Agile CRM depending on specific criteria submitted in your Act-On form, ensuring proper lead routing.
🔄
Keep contact records updated automatically
Update existing contact profiles in Agile CRM whenever changes occur in Act-On, preventing outdated customer information.
🛡️
Prevent duplicate records with smart upserts
Search existing contacts by email before creating new entries, ensuring clean databases across Act-On and Agile CRM.
💰
Handle deal stage changes effortlessly
Trigger automated marketing list updates in Act-On whenever an Agile CRM deal milestone changes or a deal is won.
📊
Extend your workflow to Google Sheets
Log every Act-On submission and Agile CRM contact creation into a Google Sheets spreadsheet for advanced reporting and review.
And much more...
Who is Act-On + Agile CRM integration for?
Marketing and sales teams struggling with disconnected contact lists benefit by eliminating manual data entry, ensuring real-time campaign tracking, and accelerating lead conversion.
Performance marketers
Sales reps
Account managers
High-volume sales teams
Marketing operations specialists
Data analysts
📈
Performance marketers
You're running marketing campaigns in Act-On but your CRM pipeline tracking only updates when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every form submission lands in Agile CRM instantly and your campaign data stays current.
⚡
Sales reps
You need to act on inbound leads the moment they arrive, but manual handoffs leave you finding out about prospects hours too late — with this integration, new Act-On leads create Agile CRM contacts immediately so you can reach out while interest is highest.
📋
Account managers
You answer to clients who want immediate visibility into lead generation progress, but compiling manual reports takes hours away from client strategy — with this integration, every contact and deal record updates automatically and gives stakeholders a reliable view of pipeline growth.
🚀
High-volume sales teams
The volume of inbound form submissions is too high for anyone to keep up with by hand, leading to missed follow-ups and lost revenue — with this integration, every contact is created and assigned in Agile CRM without manual sorting.
🤝
Marketing operations specialists
You own the handoff between inbound marketing automation and sales CRM workflows, but fragmented systems cause data discrepancies — with this integration, lead records transfer seamlessly from Act-On to Agile CRM with zero manual intervention.
🔍
Data analysts
You need a reliable history of marketing engagement and sales pipeline progression, but manual entry keeps leaving gaps in your reports — with this integration, every interaction is logged accurately across Act-On and Agile CRM.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Act-On + Agile CRM
Build and manage your Act-On + Agile CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Act-On + Agile CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Act-On + Agile CRM Now 
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Frequently Asked Questions
How do I connect Act-On to Agile CRM?
You can connect Act-On to Agile CRM in 1 click using ready templates or ask Integrately AI to build the automation and map the fields. It also supports Google Sheets, Typeform, and Slack for multi-step workflows.
Can I automatically create Agile CRM contacts from Act-On form submissions?
Can I connect Act-On, Agile CRM, and Google Sheets?
What is a good Zapier alternative for Act-On and Agile CRM?
How does Act-On handle form submission data in this integration?
How does Agile CRM manage contact creation during automated syncs?
Can I set up this automation without writing any code?
Is the Act-On and Agile CRM integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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