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.
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.
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.
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Shopify (4)
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Typeform (3)
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Mailchimp (3)
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Slack (3)
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Google Sheets (3)
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Calendly (3)
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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.
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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.
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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.
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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.
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Turn every Typeform submission into an Agile CRM contact and an Autopilot subscriber
Typeform responses instantly create Agile CRM contacts and add them to Autopilot without manual copy-pasting.
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Create Agile CRM tasks from Typeform entries, and add respondents to Autopilot lists
Form entries generate Agile CRM follow-up tasks and add respondents to Autopilot lists for automated engagement.
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Use ChatGPT to analyse Typeform feedback, create an Agile CRM contact, and add them to Autopilot
ChatGPT analyses form feedback before creating an Agile CRM contact and enrolling them in Autopilot.
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Sync new Mailchimp subscribers to Agile CRM contacts and add them to Autopilot lists
Mailchimp subscribers automatically flow into Agile CRM and Autopilot without duplicate entry.
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Update Agile CRM when Mailchimp subscribers unsubscribe, and remove them from Autopilot
Mailchimp unsubscriptions update Agile CRM records and remove contacts from Autopilot lists.
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Add notes in Agile CRM for Mailchimp campaign clicks, and create contacts in Autopilot
Mailchimp campaign clicks add notes to Agile CRM contacts and create subscriber profiles in Autopilot.
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Notify your team on Slack when Agile CRM creates a contact and Autopilot adds them to a list
New Agile CRM contacts and Autopilot list additions trigger instant team notifications in Slack.
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Alert your sales channel in Slack when Agile CRM deals are created and Autopilot contacts update
Agile CRM deal creation combined with Autopilot updates triggers instant Slack team alerts.
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Send Slack alerts when Agile CRM tasks are created and Autopilot lists are updated
Agile CRM task creation and Autopilot list updates notify team channels in Slack automatically.
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Log Agile CRM contacts in Google Sheets and create corresponding contacts in Autopilot
Agile CRM contacts are automatically logged in Google Sheets and synced to Autopilot in real time.
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Record new Agile CRM deals in Google Sheets and add contacts to Autopilot lists
Agile CRM deal data flows into Google Sheets while contacts are added to Autopilot lists.
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Update Google Sheets rows when Agile CRM deal milestones change and Autopilot updates contacts
Agile CRM deal milestone updates refresh Google Sheets rows and sync contacts in Autopilot.
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Create an Agile CRM contact from Calendly bookings, and add them to an Autopilot list
Calendly meeting bookings instantly create Agile CRM contacts and add attendees to Autopilot lists.
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Schedule Agile CRM tasks for Calendly bookings, and create Autopilot contacts
Calendly bookings generate Agile CRM follow-up tasks and create subscriber profiles in Autopilot.
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Add meeting notes in Agile CRM for Calendly cancellations, and update Autopilot contacts
Calendly cancellations add notes to Agile CRM contacts and update their status in Autopilot.
Supported triggers and actions for Agile CRM and Autopilot
Mix and match to build the exact automation you need
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
Sales representatives
Account managers
Growth leads
Email specialists
Operations directors
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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.
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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.
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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.
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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.
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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.
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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 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
Connect Agile CRM + Autopilot 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.
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?