Agile CRM + awork Integration

Connect Agile CRM to awork - Automate your workflows in 1-click

Make use of Agile CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of awork automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s Agile CRM + awork integration.
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Ready Workflows For Agile CRM + awork Integration

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most-popular-automations
Agile CRM + awork Integration

Create awork task for new Agile CRM contact

Agile CRM and awork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Agile CRM, do you also create a task in awork? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Agile CRM + awork Integration

Create awork task for new Agile CRM task

Agile CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Agile CRM. awork is a great tool for this.

All you need to do is - integrate awork with Agile CRM to create task in awork automatically when certain task occur in Agile CRM. This can save you time by not having to manually create tasks in both systems.
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Agile CRM + awork Integration

Create awork task for new Agile CRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in awork to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Agile CRM? Well now there is!

With our integration between Agile CRM and awork, creating task in awork is now easier than ever. Whenever a deal is created in Agile CRM, you can automatically create a corresponding task in awork to keep your team up-to-date.
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Create Your Own Agile CRM & awork Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
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Agile CRM + awork Integration
1.
  • Agile CRM
    Contact is created in Agile CRM

    Triggers the automation when a new contact is created

  • Agile CRM
    Tag is added to contact in Agile CRM

    Triggers the automation when a tag is added

  • Agile CRM
    Deal is created in Agile CRM

    Triggers the automation when a deal is created

  • Agile CRM
    Deal milestone is changed in Agile CRM

    Triggers the automation when a deal milestone is changed

  • Agile CRM
    Task is created in Agile CRM

    Triggers the automation when a new task is created

  • Agile CRM
    Event is created in Agile CRM

    Triggers the automation when a new event is created

  • Agile CRM
    Case is created in Agile CRM

    Triggers the automation when a new case is created

  • awork
    Client is added in awork

    Triggers the automation when a new client is added

    Instant
  • awork
    Project task is added in awork

    Triggers the automation when a new project task is added

    Instant
  • awork
    Task status is changed in awork

    Triggers the automation when the status of a task is changed

    Instant
  • awork
    Project is added in awork

    Triggers the automation when a new project is added

    Instant
  • awork
    Project member is added in awork

    Triggers the automation when a new member is added to a project

    Instant
2.
  • Agile CRM
    Create contact in Agile CRM

    Adds a new contact to the database

  • Agile CRM
    Update contact in Agile CRM

    Updates contact information with new details

  • Agile CRM
    Add score to contact in Agile CRM

    Assigns a score to a contact

  • Agile CRM
    Add tag to contact in Agile CRM

    Assigns a tag to a contact

  • Agile CRM
    Create deal in Agile CRM

    Generates a new deal with

  • Agile CRM
    Create task in Agile CRM

    Creates a new task

  • Agile CRM
    Add note in Agile CRM

    Adds a note to the selected item

  • Agile CRM
    Search contact in Agile CRM

    Finds and retrieves contact information

  • Agile CRM
    Search company in Agile CRM

    Finds information about a company

  • Agile CRM
    Create company in Agile CRM

    Generates a new company profile with given details

  • Agile CRM
    Subscribe to campaign in Agile CRM

    Subscribes to a campaign

  • Agile CRM
    Add event in Agile CRM

    Schedule an event

  • awork
    Create task in awork

    Creates a new task

  • awork
    Add Contact Information in awork

    Adds contact details

  • awork
    Create company in awork

    Generates a new company with particular details

  • awork
    Create Project in awork

    Creates a new project

3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Integrate Agile CRM & awork In 1 Click
And Save Time & Money Both

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