Agile CRM + Checkvist Integration

Connect Agile CRM to Checkvist - 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 Checkvist automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s Agile CRM + Checkvist integration.

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Ready Workflows For Agile CRM + Checkvist Integration

Just click on the workflow you want to automate

Create Checkvist list for new Agile CRM deal

If you're using Agile CRM and Checkvist to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Agile CRM, a list will automatically be created in Checkvist.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Agile CRM and Checkvist accounts and start creating deal!

Activate

Create Checkvist list for new Agile CRM contact

When you create a new contact in Agile CRM, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Agile CRM and Checkvist!

Activate

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Create Your Own Agile CRM & Checkvist Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Agile CRM
Triggers the automation whenever a new contact is created
Tag is added to contact in Agile CRM
Triggers the automation whenever a tag is added
Deal is created in Agile CRM
Triggers the automation whenever a deal is created
Deal milestone is changed in Agile CRM
Triggers the automation whenever a deal milestone is changed
Task is created in Agile CRM
Triggers the automation whenever a new task is created
Event is created in Agile CRM
Triggers the automation whenever a new event is created
Case is created in Agile CRM
Triggers the automation whenever a new case is created
List item is created in Checkvist
Triggers the automation whenever a new item is added to a list
List is created in Checkvist
Triggers the automation whenever a new list is created

Create contact in Agile CRM
Automatically adds a new contact to the database
Update contact in Agile CRM
Automatically updates contact information with new details
Add score to contact in Agile CRM
Automatically assigns a score to a contact
Add tag to contact in Agile CRM
Automatically assigns a tag to a contact
Create deal in Agile CRM
Automatically generates a new deal with
Create task in Agile CRM
Automatically creates a new task
Add note in Agile CRM
Automatically adds a note to the selected item
Search contact in Agile CRM
Automatically finds and retrieves contact information
Search company in Agile CRM
Automatically find information about a company
Create company in Agile CRM
Automatically generates a new company profile with given details
Subscribe to campaign in Agile CRM
Automatically subscribes to a campaign
Add event in Agile CRM
Automatically schedule an event
Create list in Checkvist
Automatically generates a new list
Create list item in Checkvist
Automatically adds a new item to a list

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Checkvist With 1200+ Other Apps

Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.

See Agile CRM Integrations

Checkvist is a powerful tool that lets you capture, organize and share your valuable thoughts, ideas and tasks from anywhere. With its Gmail integration, you can quickly create lists from emails without leaving the inbox.

See Checkvist Integrations