AdRoll + Agiled Integration

Connect AdRoll to Agiled - Automate your workflows in 1-click

With AdRoll automations, you can understand user behavior and personalize the customer journey. Make use of Agiled automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between AdRoll & Agiled using Integrately.
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Ready Workflows For AdRoll + Agiled Integration

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Agiled + AdRoll Integration

Create AdRoll contact for new Agiled contact

If you're using Agiled 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 Agiled, 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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2. Select what action you want to automate
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AdRoll + Agiled Integration
1.
  • Agiled
    Employee is created in Agiled

    Triggers the automation whenever an engagement action is created or modified

    Instant
  • Agiled
    Task is created in Agiled

    Triggers the automation whenever a new task is created

    Instant
  • Agiled
    Contact is created in Agiled

    Triggers the automation whenever a new contact is created

    Instant
  • Agiled
    Invoice is created in Agiled

    Triggers the automation whenever any invoice is added or modified

    Instant
  • Agiled
    Project is created in Agiled

    Triggers the automation whenever a new project is created

    Instant
  • Agiled
    Product is created in Agiled

    Triggers the automation whenever a new product is created

    Instant
  • Agiled
    Ticket is created in Agiled

    Triggers the automation whenever a new ticket is created

    Instant
  • Agiled
    Contract is created in Agiled

    Triggers the automation whenever a new contract is created

    Instant
  • Agiled
    Estimate is created in Agiled

    Triggers the automation whenever a new estimate is created

    Instant
  • Agiled
    Account is created in Agiled

    Triggers the automation whenever a new account is created

  • Agiled
    CRM source is created in Agiled

    Triggers the automation whenever a CRM source is created

  • Agiled
    CRM status is created in Agiled

    Triggers the automation whenever a CRM status is created

  • Agiled
    Sales agent is created in Agiled

    Triggers the automation whenever a new sales agent is created

2.
  • AdRoll
    Add email to CRM audience in AdRoll

    Automatically adds a new email address to the CRM audience

  • Agiled
    Create contact in Agiled

    Automatically adds a new contact to the database

  • Agiled
    Update contact in Agiled

    Automatically updates contact information with new details

  • Agiled
    Delete contact in Agiled

    Automatically removes a contact from the address book

  • Agiled
    Create task in Agiled

    Automatically creates a new task

  • Agiled
    Delete task in Agiled

    Automatically removes a particular task

  • Agiled
    Update task in Agiled

    Automatically updates the task with new information or changes

  • Agiled
    Create employee in Agiled

    Automatically adds a new contact to the contact list

  • Agiled
    Delete employee in Agiled

    Automatically removes an employee's profile from the system

  • Agiled
    Update employee in Agiled

    Automatically updates employee information in real-time

  • Agiled
    Create project in Agiled

    Automatically creates a new project

  • Agiled
    Update project in Agiled

    Automatically updates project information

  • Agiled
    Delete project in Agiled

    Automatically removes a project from the system

  • Agiled
    Create Invoice in Agiled

    Automatically generates invoices for sales transactions

  • Agiled
    Update Invoice in Agiled

    Automatically updates invoice details based on new information

  • Agiled
    Delete invoice in Agiled

    Automatically deletes selected invoice records

  • Agiled
    Create ticket in Agiled

    Automatically generates a new ticket

  • Agiled
    Update ticket in Agiled

    Automatically updates ticket information

  • Agiled
    Delete ticket in Agiled

    Automatically removes a ticket from the system

  • Agiled
    Create estimate in Agiled

    Automatically adds a new contact to the contact list

  • Agiled
    Update estimate in Agiled

    Automatically revise and adjust cost projections in the estimate based on new data inputs

  • Agiled
    Delete estimate in Agiled

    Automatically removes an estimate entry from the database

  • Agiled
    Create contract in Agiled

    Automatically generates a contract document based on particular criteria

  • Agiled
    Update contract in Agiled

    Automatically updates contract details and terms as needed

  • Agiled
    Delete contract in Agiled

    Automatically removes a particular contract from the database

  • Agiled
    Create expense in Agiled

    Automatically generates a new expense record

  • Agiled
    Update expense in Agiled

    Automatically updates expenses with new information

  • Agiled
    Delete expense in Agiled

    Automatically removes an expense from the system

  • Agiled
    Create product in Agiled

    Automatically generates and launch new products

  • Agiled
    Update product in Agiled

    Automatically updates product information

  • Agiled
    Delete product in Agiled

    Automatically removes a selected product from the database

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