Agile CRM + Drip Integration

Integrate Agile CRM to Drip in one click, or tell Integrately AI how you want each contact handled. Sync subscriber records, apply tags, and update campaign subscriptions automatically across both platforms.

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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
  • Drip
    Subscriber record is created in Drip Instant
  • Drip
    Tag is applied to subscriber in Drip Instant
  • Drip
    Subscriber custom field is updated in Drip Instant
  • Drip
    Subscriber is unsubscribed from campaign in Drip Instant
  • Drip
    Tag is removed from subscriber in Drip Instant
  • Drip
    Subscriber is removed from campaign in Drip Instant
  • Drip
    Subscriber is added to campaign in Drip Instant
  • Drip
    Subscriber is unsubscribed from all mailings in Drip Instant
  • Drip
    Subscriber has visited page in Drip Instant
  • Drip
    Email is opened in Drip Instant
  • Drip
    Email is bounced in Drip Instant
  • Drip
    Email is clicked in Drip Instant
  • Drip
    Campaign is completed in Drip Instant
  • Drip
    Custom event is performed in Drip Instant
  • Drip
    Spam complaint is issued by subscriber in Drip Instant
  • Drip
    Trigger link is clicked in Drip Instant
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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
  • Drip
    Create or Update Subscriber in Drip
  • Drip
    Add tag to subscriber in Drip
  • Drip
    Remove tag from a subscriber in Drip
  • Drip
    Search subscriber in Drip
  • Drip
    Subscribe to campaign in Drip
  • Drip
    Create event in Drip
  • Drip
    Remove subscriber from campaign in Drip

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Ready Workflows Ready Workflows for Agile CRM + Drip Integration

Capture new contacts, sync subscriber records, apply tags, update campaign subscriptions, and manage customer journeys, all in just one click.

Most popular automationmost-popular-automations
Agile CRM + Drip Integration

Create Drip contact for new Agile CRM contact

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

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

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Connect more apps to your Agile CRM + Drip flow

Extend your customer data pipeline with marketing, sales, and communication tools. Pick a combination and activate it in one click.

Agile CRM
Drip
+
ShopifyShopify (6)
+
Facebook Lead AdsFacebook Lead Ads (6)
+
MailchimpMailchimp (6)
+
CalendlyCalendly (6)
+
StripeStripe (6)
+
SlackSlack (6)
S
D
A
When a Shopify order is created, create or update subscriber in Drip and create contact in Agile CRM
Every new Shopify order immediately updates your Drip subscriber records and creates a matching contact in Agile CRM without manual data entry.
S
A
D
When a Shopify customer is created, create contact in Agile CRM and subscribe to campaign in Drip
New Shopify customers are instantly added to Agile CRM and enrolled in your Drip marketing campaigns automatically.
S
A
D
When a Shopify order is fulfilled, update contact in Agile CRM and create event in Drip
Fulfilled orders update your Agile CRM records and trigger custom events in Drip to track customer milestones.
S
A
D
If a Shopify order exceeds high value threshold, add tag to contact in Agile CRM and add tag to subscriber in Drip
High-value Shopify purchases automatically tag VIP contacts in Agile CRM and subscribers in Drip.
S
C
A
D
Use ChatGPT to analyse new Shopify customer feedback, update Agile CRM contact, and create Drip event
ChatGPT reviews customer notes from Shopify, updates Agile CRM records, and logs sentiment events in Drip.
S
A
D
When a Shopify refund is processed, update contact in Agile CRM and remove subscriber from campaign in Drip
Refunded orders update contact statuses in Agile CRM and halt active promotional campaigns in Drip.

Supported triggers and actions for Agile CRM and Drip

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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Drip
Drip Triggers & Actions
Instant
Subscriber record is created in Drip
Triggers the automation when a subscriber record is created
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Instant
Tag is applied to subscriber in Drip
Triggers the automation when a tag is added
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Instant
Subscriber custom field is updated in Drip
Triggers the automation when a subscriber's custom field is updated
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Instant
Subscriber is unsubscribed from campaign in Drip
Triggers the automation when a subscriber opts out from a particular campaign
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Instant
Tag is removed from subscriber in Drip
Triggers the automation when a tag is added
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Instant
Subscriber is removed from campaign in Drip
Triggers the automation when a subscriber is removed from a campaign
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Instant
Subscriber is added to campaign in Drip
Triggers the automation when a subscriber is added to a campaign
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Instant
Subscriber is unsubscribed from all mailings in Drip
Triggers the automation when a subscriber opts out from all mailings
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Instant
Subscriber has visited page in Drip
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Instant
Email is opened in Drip
Triggers the automation when an email is opened
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Instant
Email is bounced in Drip
Triggers the automation when an email bounces back
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Instant
Email is clicked in Drip
Triggers the automation when an email link is clicked by the recipient
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Instant
Campaign is completed in Drip
Triggers the automation when a campaign is completed
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Instant
Custom event is performed in Drip
Triggers the automation when a custom event is performed
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Instant
Spam complaint is issued by subscriber in Drip
Triggers the automation when a spam complaint is issued by a subscriber
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Instant
Trigger link is clicked in Drip
Triggers the automation when a link is clicked
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Create or Update Subscriber in Drip
Generates a new invoice
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Add tag to subscriber in Drip
Assigns a tag to a subscriber based on defined criteria
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Remove tag from a subscriber in Drip
Removes a tag from a subscriber
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Search subscriber in Drip
Look up and retrieve subscriber information
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Subscribe to campaign in Drip
Subscribes to a campaign
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Create event in Drip
Generates a new event
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Remove subscriber from campaign in Drip
Removes a subscriber from a email campaign
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What can you automate with Agile CRM + Drip?

Connect your CRM and marketing automation platform to run your entire customer acquisition pipeline effortlessly.

What you can automate?
🔄
Sync new contacts and subscribers instantly
Automatically create a Drip subscriber whenever a new contact is created in Agile CRM, keeping both your sales and marketing platforms perfectly aligned.
📋
Capture every submitted custom field
Map all submitted Drip subscriber attributes and custom fields directly into your Agile CRM contact records instead of just basic names and email addresses.
🔔
Tell the right person immediately
Send instant team notifications in Slack or email whenever a high-value Agile CRM deal milestone changes or a Drip campaign is completed.
🔀
Route leads based on submitted tags
Apply conditional logic to route contacts into different Agile CRM deal pipelines or Drip campaign tracks depending on the tags applied to them.
📊
Keep destination records up to date
Automatically update contact details, custom fields, and campaign subscriptions across both platforms whenever customer information changes.
🔍
Add or update without duplicates
Search existing databases before writing data so customer updates modify existing Agile CRM contacts and Drip subscribers instead of creating duplicates.
⏱️
Handle later status changes and events
Manage subscription cancellations, campaign completions, and deal closures automatically by triggering corresponding updates across both apps.
🔗
Extend your workflow to Slack
Connect your core Agile CRM and Drip integration with Slack to alert team channels the moment important customer milestones occur.
And much more...

Who is Agile CRM + Drip integration for?

Connecting Agile CRM and Drip eliminates manual data entry and keeps marketing and sales teams aligned on every customer journey.

Marketing Analysts
Marketing Analysts
Sales Development Reps
Sales Development Reps
Client Success Leads
Client Success Leads
Growth Operations Teams
Growth Operations Teams
Account Executives
Account Executives
Data Administrators
Data Administrators
📈
Marketing Analysts
You're pulling campaign metrics from Agile CRM but your Drip engagement reports only update when someone manually exports contacts, so the conversion counts you're reviewing are always a few hours behind — automating both apps means every new subscriber lands in your CRM instantly and your campaign data stays current.
Sales Development Reps
You need to act fast when a high-value lead arrives, and you keep finding out about new Drip campaign submissions a day late because nobody notified the team — this integration means every new subscriber creates an Agile CRM contact immediately so your team can reach out without delay.
📋
Client Success Leads
You answer to stakeholders who want to see live pipeline progress, but syncing Agile CRM deals with Drip subscriber milestones by hand takes hours every week — automating both apps means deal stages update automatically and your progress reports are always ready for review.
🚀
Growth Operations Teams
The incoming lead volume is too high for anyone to keep up by hand, resulting in missed Drip sign-ups and unassigned Agile CRM contacts — connecting these apps means every contact and subscriber syncs in the background without manual data entry errors.
🤝
Account Executives
You own the closing stage and depend on marketing to hand over qualified leads, but leads get lost between Drip campaigns and Agile CRM pipelines — automating both apps means every subscriber transfer happens smoothly and no prospect falls through the cracks.
🗂️
Data Administrators
You need a reliable customer history across all tools, but manual exports leave frustrating gaps between your Agile CRM database and Drip subscriber lists — this integration means every record matches perfectly and your audit trail remains complete.
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 + Drip

Build and manage your Agile CRM + Drip 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 + Drip 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
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Frequently Asked Questions

How do I connect Agile CRM to Drip?
Frequently Asked Questions
You can connect Agile CRM to Drip instantly using Integrately. Choose from 20 million+ ready-made templates or ask Integrately AI to set up your custom workflow in one click alongside apps like Shopify, Slack, and Stripe.
Can I automatically sync new Agile CRM contacts as Drip subscribers?
Frequently Asked Questions
Can I connect Agile CRM, Drip, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Drip?
Frequently Asked Questions
How do Agile CRM triggers start automation workflows?
Frequently Asked Questions
How are Drip subscriber updates handled in the integration?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Drip?
Frequently Asked Questions
Is the Agile CRM and Drip integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

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

Agile CRM
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