Agile CRM + Eko Integration

Connect Agile CRM to Eko - 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. Set up Eko automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Skip the manual back and forth! Easily automate the flow of data between Agile CRM & Eko using Integrately.
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Ready Workflows For Agile CRM + Eko Integration

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Agile CRM + Eko Integration

Create Eko contact for new Agile CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Agile CRM + Eko 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

  • Eko
    Contact is created or updated in Eko

    Triggers the automation when a contact is created or updated

    Instant
  • Eko
    Form response is created in Eko

    Triggers the automation when a form is filled

    Instant
  • Eko
    Order is created in Eko

    Triggers the automation when a new order is created

    Instant
  • Eko
    Order is updated in Eko

    Triggers the automation when any order is updated

    Instant
  • Eko
    Booking is created in Eko

    Triggers the automation when a new booking is created

    Instant
  • Eko
    Product is created in Eko

    Triggers the automation when a new product is created

    Instant
  • Eko
    Product is updated in Eko

    Triggers the automation when a product is updated

    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

  • Eko
    Create member in Eko

    Adds a new member to the system

  • Eko
    Update member in Eko

    Updates a member's information

  • Eko
    Delete member in Eko

    Removes a member from the system

  • Eko
    Delete contact in Eko

    Removes a contact from the address book

  • Eko
    Search contact in Eko

    Finds and retrieves contact information

  • Eko
    Update contact in Eko

    Updates contact information with new details

  • Eko
    Create contact in Eko

    Adds a new contact to the database

  • Eko
    Create product in Eko

    Generates and launch new products

  • Eko
    Update product in Eko

    Updates product information

  • Eko
    Search product in Eko

    Searches for a product

  • Eko
    Create member group in Eko

    Creates a new group of members

  • Eko
    Update member group in Eko

    Updates the particular member group

  • Eko
    Delete member group in Eko

    Deletes a member group

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Want to automate something else in your workflow?

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

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

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Eko helps create beautiful custom pages and funnels that engage your audience and help you sell more. With easy-to-use design tools and built-in ecommerce, you'll be able to get your storefront looking great and up in no time at all.

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