Agile CRM + Clinked Integration

Connect Agile CRM to Clinked in 1 click

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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
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2.

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Ready Workflows Ready Workflows   for Agile CRM + Clinked Integration

Just click on the workflow you want to automate

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

Create Clinked task for new Agile CRM contact

Agile CRM and Clinked 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 Clinked? 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 + Clinked Integration

Create Clinked 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. Clinked is a great tool for this.

All you need to do is - integrate Clinked with Agile CRM to create task in Clinked 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 + Clinked Integration

Create Clinked event for new Agile CRM task

Agile CRM is a great tool for managing customer information, but it can also be used to manage your schedule. Use this Agile CRM - Clinked integration to automatically populate your Clinked.

When a task is created in Agile CRM, an event will automatically be created in your Clinked. This can help you keep track of your schedule and avoid overlapping of appointments.

Just click Activate and connect your Agile CRM and Clinked accounts in a matter of minutes.
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Agile CRM + Clinked Integration

Create Clinked 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 Clinked 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 Clinked, creating task in Clinked is now easier than ever. Whenever a deal is created in Agile CRM, you can automatically create a corresponding task in Clinked to keep your team up-to-date.
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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular Clinked Automations from
Integrately Community

Most popularmost-popular-automations
01
Airtable logo
Clinked logo
Create Clinked task for new Airtable record
02
Trello logo
Clinked logo
Create Clinked event from new Trello message
03
Slack logo
Clinked logo
Create Clinked event from new Slack message
04
ClickSend SMS logo
Clinked logo
Create Clinked event from new ClickSend SMS message
05
Twilio logo
Clinked logo
Create Clinked event from new Twilio sms
cloud
Clinked
app integration
06
WATI logo
Clinked logo
Create Clinked event from new WATI message
07
WA Web Plus logo
Clinked logo
Create Clinked event from new WA Web Plus whatsapp event
08
Telnyx logo
Clinked logo
Create Clinked event from new Telnyx message
09
sms77 logo
Clinked logo
Create Clinked event from new sms77 message
10
Dialpad logo
Clinked logo
Create Clinked event from new Dialpad message
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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Want to automate something else in your workflow?

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Agile CRM
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
Clinked
Clinked
Clinked is a secure, scalable and user-friendly portal designed to make business communication easier. It is the only platform that offers businesses one central place where they can communicate with their partners, customers and employees.