Agile CRM + AdRoll Integration

Integrate AdRoll to Agile CRM in one click, or tell Integrately AI how you want each contact handled. Qualify leads, create contacts, update audiences, and trigger targeted campaigns automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
Arrow Right
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
  • AdRoll
    Add email to CRM audience in AdRoll

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Ready Workflows Ready Workflows for AdRoll + Agile CRM Integration

Add contacts to audiences, create deals, update customer records, log tasks, and run targeted campaigns, all in just one click.

Most popular automationmost-popular-automations
Agile CRM + AdRoll Integration

Create AdRoll contact for new Agile CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
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Connect more apps to your AdRoll + Agile CRM flow

Capture leads from external channels, sync campaign data, update customer records, and notify your sales team. Pick a combination and activate it in one click.

Agile CRM
AdRoll
+
Facebook Lead AdsFacebook Lead Ads (4)
+
Google Analytics 4Google Analytics 4 (4)
+
MailchimpMailchimp (4)
+
ShopifyShopify (4)
+
StripeStripe (4)
+
SlackSlack (4)
F
A
A
Add every Facebook Lead Ads lead as a contact in Agile CRM, and add their email to your AdRoll audience.
Facebook Lead Ads submissions instantly create contacts in Agile CRM and update your AdRoll audience, eliminating manual data entry.
F
A
A
When a Facebook Lead Ads lead is captured, update the matching contact in Agile CRM and add their email to AdRoll.
Existing leads submitting new Facebook Lead Ads forms update your Agile CRM records and refresh your AdRoll audience instantly.
F
A
A
If a Facebook Lead Ads lead selects enterprise tier, add a deal in Agile CRM and update your AdRoll VIP audience.
High-intent Facebook Lead Ads submissions create priority deals in Agile CRM and add contacts to your AdRoll VIP audience.
F
A
A
Use Claude to evaluate Facebook Lead Ads submissions, create an Agile CRM contact, and add them to AdRoll.
Claude evaluates incoming Facebook Lead Ads responses before creating contacts in Agile CRM and updating your AdRoll audience.

Supported triggers and actions for Agile CRM and AdRoll

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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AdRoll
AdRoll Triggers & Actions
No trigger is available
Add email to CRM audience in AdRoll
Adds a new email address to the crm audience
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What can you automate with AdRoll + Agile CRM?ె

Streamline your advertising and CRM workflows with powerful automated triggers and actions.

What you can automate?
Sync new contacts into ad audiences instantly
Every time a new contact is created in Agile CRM, automatically add their email to your CRM audience in AdRoll. Keep your retargeting lists current without lifting a finger.
📋
Capture every submitted contact detail
Map all available contact fields from Agile CRM into your AdRoll audience updates. Ensure your marketing campaigns have complete customer profile data.
🔔
Alert your team the moment leads arrive
Trigger instant notifications in messaging apps or create tasks in Agile CRM whenever new contact milestones are reached. Keep your entire team aligned.
🔀
Route records based on custom tags
Apply different automation paths depending on tags or deal milestones in Agile CRM. Sort high-value prospects into VIP advertising audiences effortlessly.
🔄
Keep customer records continuously updated
Automatically update contact details and deal stages across both platforms as customer relationships evolve. Eliminate data discrepancies between sales and marketing.
🛡️
Add or update records to prevent duplicates
Search existing databases before creating new records in Agile CRM. Maintain clean contact histories and prevent redundant audience entries.
📦
Handle later status changes and renewals
Trigger automated workflows when deal milestones change or subscriptions renew. Update your advertising audiences to reflect active customer statuses.
🔗
Extend your workflow to external apps
Connect your AdRoll and Agile CRM core flow with tools like Slack, Shopify, or Mailchimp. Build multi-step pipelines that span your entire business stack.
And much more...

Who is AdRoll + Agile CRM integration for?

Marketing and sales professionals connect AdRoll and Agile CRM to eliminate manual data entry, keep campaign audiences accurate, and streamline customer follow-ups.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Support teams
Support teams
Operations leads
Operations leads
Data analysts
Data analysts
📈
Performance marketers
You're running retargeting campaigns across multiple ad sets but your AdRoll audience lists only update when someone manually exports contacts, so your campaign metrics are always a few hours behind — with this integration, every new contact lands in your audience instantly and your ad spend stays targeted.
Sales reps
You need to follow up with inbound prospects immediately, but lead handoffs between your ad platforms and Agile CRM get delayed by manual imports, so warm leads go cold before you reach out — with this integration, every lead creates a contact in Agile CRM the moment it is captured.
📊
Account managers
You need to report on customer journey milestones to stakeholders who expect real-time visibility, but campaign and CRM data live in separate silos, so compiling weekly status reports takes hours of manual collation — with this integration, deal milestones and customer touchpoints sync automatically across your entire stack.
🏢
Support teams
Support ticket volume is too high for anyone to keep customer records updated by hand, so important case details get lost between customer chats and your CRM history — with this integration, every customer interaction updates your Agile CRM database and keeps support records accurate.
⚙️
Operations leads
You own the next step in the pipeline and depend on marketing teams to hand over campaign data, but manual export errors cause missing records in your CRM — with this integration, every campaign interaction flows directly into Agile CRM without data loss.
🔍
Data analysts
You need a reliable history of customer touchpoints across advertising and sales channels, but manual data entry leaves frequent gaps in your tracking history — with this integration, every contact creation and audience update is logged accurately for reliable reporting.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Agile CRM + AdRoll

Build and manage your Agile CRM + AdRoll automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + AdRoll with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect AdRoll to Agile CRM?
Frequently Asked Questions
You can connect AdRoll to Agile CRM in one click using Integrately. Choose from 20 million+ templates or ask Integrately AI to build your custom workflow instantly.
Can I automatically sync new Agile CRM contacts to my AdRoll audience?
Frequently Asked Questions
Can I connect AdRoll, Agile CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for AdRoll and Agile CRM?
Frequently Asked Questions
How does AdRoll handle data synchronization in these integrations?
Frequently Asked Questions
How does Agile CRM trigger updates in connected apps?
Frequently Asked Questions
Do I need coding skills to automate AdRoll and Agile CRM?
Frequently Asked Questions
Is the AdRoll and Agile CRM integration free?
Frequently Asked Questions
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