Agile CRM + ActiveTrail Integration

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Popular Agile CRM + ActiveTrail Workflows

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Agile CRM + ActiveTrail Integration

Create ActiveTrail contact for new Agile CRM contact

If you're using Agile CRM to manage your sales leads, it's important to also use ActiveTrail to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Agile CRM, a corresponding contact will automatically be created in ActiveTrail.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Agile CRM + ActiveTrail Integration
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • ActiveTrail
    Contact is added to group in ActiveTrail Instant
  • ActiveTrail
    Contact is added via landing page in ActiveTrail Instant
  • ActiveTrail
    Contact is added via signup form in ActiveTrail Instant
  • ActiveTrail
    Contact is unsubscribed in ActiveTrail Instant
  • ActiveTrail
    Contact is removed from group in ActiveTrail Instant
  • ActiveTrail
    Contact is updated in ActiveTrail Instant
2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • ActiveTrail
    Add contact to a group in ActiveTrail
  • ActiveTrail
    Add a contact in ActiveTrail
  • ActiveTrail
    Remove a contact from group in ActiveTrail
  • ActiveTrail
    Search contact in ActiveTrail
  • ActiveTrail
    Search group in ActiveTrail
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