Agile CRM + Autopilot Integration

Integrate Agile CRM to Autopilot in one click, or tell Integrately AI how you want each lead handled. Capture new leads, update contact records, sync contact lists, and trigger marketing journeys 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
  • Autopilot
    Contact is added in Autopilot Instant
  • Autopilot
    Contact is added to list in Autopilot Instant
  • Autopilot
    Contact is removed from list in Autopilot Instant
  • Autopilot
    Contact is unsubscribed in Autopilot Instant
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
  • Autopilot
    Create contact in Autopilot
  • Autopilot
    Add contact to list in Autopilot
  • Autopilot
    Delete contact in Autopilot
  • Autopilot
    Unsubscribe contact in Autopilot
  • Autopilot
    Create list in Autopilot

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Ready Workflows Ready Workflows for Agile CRM + Autopilot Integration

Capture new contacts, add them to specific lists, update campaigns, and trigger automated journeys, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + Autopilot Integration

Create Autopilot contact for new Agile CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Agile CRM + Autopilot flow

Sync your contact lists with store orders, survey forms, email lists, and team chats to keep your customer data flowing. Pick a combination and activate it in one click.

Agile CRM
Autopilot
+
ShopifyShopify (4)
+
TypeformTypeform (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
S
A
A
Add every new Shopify customer to Agile CRM, and create a contact in Autopilot
New Shopify customers appear in Agile CRM as contacts and sync to Autopilot instantly, ensuring your marketing campaigns reach buyers right away.
S
A
A
Create an Agile CRM contact from new Shopify orders, and add them to an Autopilot list
Every Shopify order creates a contact in Agile CRM and adds them to your designated Autopilot list without manual intervention.
S
A
A
Update Agile CRM contacts when Shopify orders are fulfilled, and add them to Autopilot lists
Fulfilled Shopify orders update Agile CRM records and add customers to Autopilot lists for post-purchase nurturing.
S
A
A
Add tags in Agile CRM for cancelled Shopify orders, and unsubscribe contacts in Autopilot
Cancelled Shopify orders tag the contact in Agile CRM and unsubscribe them from Autopilot campaigns instantly.

Supported triggers and actions for Agile CRM and Autopilot

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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Autopilot
Autopilot Triggers & Actions
Instant
Contact is added in Autopilot
Triggers the automation when a new contact is added
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Instant
Contact is added to list in Autopilot
Triggers the automation when a contact is added to a list
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Instant
Contact is removed from list in Autopilot
Triggers the automation when a contact is removed from a list
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Instant
Contact is unsubscribed in Autopilot
Triggers the automation when a contact unsubscribes from a mailing list
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Create contact in Autopilot
Adds a new contact to the database
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Add contact to list in Autopilot
Adds a contact to a designated list for easy management
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Delete contact in Autopilot
Removes a contact from the address book
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Unsubscribe contact in Autopilot
Removes contact from mailing list
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Create list in Autopilot
Generates a new list
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What can you automate with Agile CRM + Autopilot?

Streamline your customer data by syncing contacts, managing deals, and triggering automated marketing journeys across Agile CRM and Autopilot.

What you can automate?
🔄
Sync contacts between Agile CRM and Autopilot instantly
Automatically create contacts in Autopilot the moment a new contact is generated in Agile CRM. Keep your CRM and marketing automation platform in perfect alignment.
📋
Map every submitted contact detail and custom field
Transfer names, email addresses, phone numbers, and custom attributes between Agile CRM and Autopilot without losing important prospect information.
🔔
Tell the right person as soon as high-value contacts arrive
Trigger instant team notifications and task creations in Agile CRM whenever key customer interactions occur in Autopilot.
🔀
Do something different depending on submitted tags or deal stages
Route contacts into specific marketing lists or campaigns based on their deal milestone or tag changes within Agile CRM.
🔄
Keep contact records and campaign subscriptions up to date
Update contact details and subscription statuses across both platforms automatically as customer information evolves over time.
👥
Add or update contacts instead of creating duplicates
Smart matching ensures existing contacts in Autopilot are updated with new Agile CRM details rather than spawning duplicate entries.
Handle later deal milestone changes and campaign events
Trigger automated follow-up actions when deal milestones change or when contacts are removed from marketing lists.
💬
Extend your workflow by connecting Slack for notifications
Build multi-step pipelines where Agile CRM and Autopilot actions also post real-time alerts directly into your team Slack channels.
And much more...

Who is Agile CRM + Autopilot integration for?

Marketing and sales professionals managing customer lifecycles will eliminate manual contact transfers and streamline their multi-channel communication workflows effortlessly.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Growth leads
Growth leads
Email specialists
Email specialists
Operations directors
Operations directors
📈
Performance marketers
You're running campaigns across multiple channels but your marketing platform only updates when someone manually exports contacts, so the segment counts you're optimising against are always a few hours behind — with this integration, every new contact lands in Autopilot instantly and your data stays current.
Sales representatives
You need to act fast on incoming deals, and you find out too late when a prospect engages with marketing emails, leaving leads sitting cold — automating both apps means every touchpoint syncs immediately so you can follow up while interest is high.
🤝
Account managers
You answer to a client or an outside party who wants to see progress on lead nurturing, but updating two platforms by hand eats into your day — this integration means contact statuses and deal milestones stay perfectly aligned without extra effort.
🚀
Growth leads
The volume of incoming prospects is too high for anyone to keep up by hand, leading to missed customer journeys and lost revenue — automating both apps means every lead enters nurturing workflows the second they register.
🎯
Email specialists
You own the next step and depend on someone upstream to hand over qualified leads, but delays stall your campaign timing — connecting these apps means new Agile CRM deals trigger Autopilot sequences instantly.
🗂️
Operations directors
You need a reliable history of customer interactions and keep finding gaps between sales and marketing data — this integration means every contact update and tag flows seamlessly between systems.
Our team

Ready Workflows 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 Agile CRM + Autopilot

Build and manage your Agile CRM + Autopilot 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 + Autopilot 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Agile CRM to Autopilot?
Frequently Asked Questions
You can connect Agile CRM to Autopilot in 1 click using ready templates or by asking Integrately AI to build your automation alongside apps like Slack and Google Sheets.
Can I automatically add new Agile CRM contacts to Autopilot marketing lists?
Frequently Asked Questions
Can I connect Agile CRM, Autopilot, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Autopilot?
Frequently Asked Questions
How does Agile CRM handle contact creation and updates in this integration?
Frequently Asked Questions
How does Autopilot manage contact lists during synchronization?
Frequently Asked Questions
Can I automate this integration without writing any code?
Frequently Asked Questions
Is the Agile CRM and Autopilot integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Autopilot With 1500+ Other Apps

Agile CRM
Popular Agile CRM Integrations
Connect Agile CRM to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
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Autopilot
Popular Autopilot Integrations
Sync Autopilot with analytics, customer support, and form tools to keep data working across your stack.
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Autopilot Integrations arrow right
No popular apps found