Agile CRM + Eko Integration

Q: Can I automatically sync new Eko orders to Agile CRM contacts?

Yes, you can automatically turn every new Eko order into an Agile CRM contact or deal using pre-built workflows on Integrately. Choose a ready automation template and activate it in one click.

Q: Can I connect Agile CRM, Eko, and Slack?

You can easily connect Agile CRM, Eko, and Slack together into a multi-step automation. When an order happens in Eko, it updates Agile CRM and sends a notification to your channel in Slack, alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Agile CRM and Eko?

Most alternatives charge high fees for multi-step flows, but Integrately offers millions of ready templates, 24/5 live chat support, and 3x to 10x lower cost for connecting Agile CRM and Eko.

Q: How does Agile CRM handle new contact creation during syncs?

When new contacts or orders arrive from Eko, Agile CRM automatically creates or updates the matching record based on your workflow rules. There is a ready template — start from the Agile CRM and Eko integration.

Q: How do Eko member updates work with this integration?

Eko member profiles update automatically whenever corresponding actions occur in Agile CRM or connected tools. There is a ready template — start from the Agile CRM and Eko integration.

Q: Do I need coding skills to integrate Agile CRM and Eko?

No coding skills are required to connect Agile CRM and Eko. You can use ready templates or ask Integrately AI to set up the entire automation for you.

Q: Is the Agile CRM and Eko integration free?

The Agile CRM and Eko integration is available on Integrately with a free forever plan so you can start automating right away.

Integrate Agile CRM to Eko in one click, or tell Integrately AI how you want each order handled. Track customer details, update your CRM records, alert your team, and trigger marketing campaigns automatically.

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Contact is created in Agile CRM
Tag is added to contact in Agile CRM
Deal is created in Agile CRM
Deal milestone is changed in Agile CRM
Task is created in Agile CRM
Event is created in Agile CRM
Case is created in Agile CRM
Contact is created or updated in Eko Instant
Form response is created in Eko Instant
Order is created in Eko Instant
Order is updated in Eko Instant
Booking is created in Eko Instant
Product is created in Eko Instant
Product is updated in Eko Instant

Create contact in Agile CRM
Update contact in Agile CRM
Add score to contact in Agile CRM
Add tag to contact in Agile CRM
Create deal in Agile CRM
Create task in Agile CRM
Add note in Agile CRM
Search contact in Agile CRM
Search company in Agile CRM
Create company in Agile CRM
Subscribe to campaign in Agile CRM
Add event in Agile CRM
Create member in Eko
Update member in Eko
Delete member in Eko
Delete contact in Eko
Search contact in Eko
Update contact in Eko
Create contact in Eko
Create product in Eko
Update product in Eko
Search product in Eko
Create member group in Eko
Update member group in Eko
Delete member group in Eko

Trusted by experts at...

Ready Workflows for Agile CRM + Eko Integration

Capture new orders, organise contacts, update CRM records, alert your team, and trigger campaigns, all in just one click.

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.

Activate

Update Eko contact from new Agile CRM contact

Agile CRM + Eko Integration

Activate

When Contact is created in Agile CRM > Search contact in Eko > Check any condition > (If condition matches) > Update contact in Eko > (Else) > Create member in Eko

Agile CRM + Eko Integration

Activate

When Contact is created in Agile CRM > Search contact in Eko > Check any condition > (If condition matches) > Create contact in Eko > (Else) > Create member in Eko

Agile CRM + Eko Integration

Activate

When Contact is created in Agile CRM > Search contact in Eko > Check any condition > (If condition matches) > Create product in Eko > (Else) > Create member in Eko

Agile CRM + Eko Integration

Activate

When Contact is created in Agile CRM > Search contact in Eko > Check any condition > (If condition matches) > Update product in Eko > (Else) > Create member in Eko

Agile CRM + Eko Integration

Activate

When Contact is created in Agile CRM > Check any condition > Search contact in Eko > Check any condition > (If condition matches) > Update contact in Eko > (Else) > Create member in Eko

Agile CRM + Eko Integration

Activate

When Contact is created in Agile CRM > Check any condition > Search contact in Eko > Check any condition > (If condition matches) > Create contact in Eko > (Else) > Create member in Eko

Agile CRM + Eko Integration

Activate

When Contact is created in Agile CRM > Check any condition > Search contact in Eko > Check any condition > (If condition matches) > Create product in Eko > (Else) > Create member in Eko

Agile CRM + Eko Integration

Activate

When Contact is created in Agile CRM > Check any condition > Search contact in Eko > Check any condition > (If condition matches) > Update product in Eko > (Else) > Create member in Eko

Agile CRM + Eko Integration

Activate

1of2

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Agile CRM + Eko flow

Send order data to your spreadsheets, trigger email sequences, log payments, and notify your team the moment customer actions occur. Pick a combination and activate it in one click.

Shopify (3)

Mailchimp (2)

Stripe (2)

Google Sheets (2)

Slack (2)

Calendly (2)

Create an Agile CRM contact for every new Shopify customer, and sync it to Eko

Every Shopify customer profile becomes an Agile CRM contact and updates Eko instantly, keeping your storefront and marketing database aligned without manual entry.

When a Shopify order is created, create a deal in Agile CRM and update the member in Eko

New Shopify orders instantly generate a deal in Agile CRM and update the corresponding Eko member profile, giving your sales team real-time visibility into store revenue.

Use ChatGPT to summarise new Shopify orders, create an Agile CRM task, and update Eko

ChatGPT analyses new Shopify orders, generates a summary task in Agile CRM, and updates the member record in Eko automatically.

Add every Mailchimp subscriber as a contact in Agile CRM and create a member in Eko

New Mailchimp subscribers are automatically added as contacts in Agile CRM and registered as members in Eko, uniting your newsletter audience with your core database.

When a Mailchimp campaign link is clicked, add a tag to the Agile CRM contact and update Eko

Engaged Mailchimp subscribers get tagged in Agile CRM and updated in Eko based on their exact campaign clicks.

Create an Agile CRM contact for every successful Stripe charge, and update Eko

Successful Stripe charges instantly create a contact in Agile CRM and update the corresponding member record in Eko.

When a Stripe subscription is created, create a deal in Agile CRM and create a member group in Eko

New Stripe subscriptions automatically trigger a deal in Agile CRM and a new member group assignment in Eko.

Add every new Eko order to Google Sheets, and update the contact in Agile CRM

New Eko orders log directly into Google Sheets while updating the corresponding contact in Agile CRM for unified tracking.

When an Agile CRM contact is updated, log the changes in Google Sheets and update Eko

Updated Agile CRM contacts automatically log a new row in Google Sheets and update the corresponding member profile in Eko.

Notify your sales channel in Slack whenever an Eko order is created, and update Agile CRM

New Eko orders trigger instant Slack notifications to your sales team while updating the contact record in Agile CRM.

Post an alert in Slack when an Agile CRM deal milestone changes, and update Eko

Deal milestone changes in Agile CRM post an update to Slack and refresh the corresponding member record in Eko.

Create an Agile CRM contact for every new Calendly booking, and update Eko

New Calendly bookings automatically create an Agile CRM contact and update the corresponding member profile in Eko.

When a Calendly event is scheduled, create a task in Agile CRM and update the member group in Eko

Scheduled Calendly events create a follow-up task in Agile CRM and update the member group assignment in Eko.

Supported triggers and actions for Agile CRM and Eko

Mix and match to build the exact automation you need

Agile CRM Triggers & Actions

Contact is created in Agile CRM

Triggers the automation when a new contact is created

Try it →

Tag is added to contact in Agile CRM

Triggers the automation when a tag is added

Try it →

Deal is created in Agile CRM

Triggers the automation when a deal is created

Try it →

Deal milestone is changed in Agile CRM

Triggers the automation when a deal milestone is changed

Try it →

Task is created in Agile CRM

Triggers the automation when a new task is created

Try it →

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

Try it →

Eko Triggers & Actions

Instant

Contact is created or updated in Eko

Triggers the automation when a contact is created or updated

Try it →

Instant

Form response is created in Eko

Triggers the automation when a form is filled

Try it →

Instant

Order is created in Eko

Triggers the automation when a new order is created

Try it →

Instant

Order is updated in Eko

Triggers the automation when any order is updated

Try it →

Instant

Booking is created in Eko

Triggers the automation when a new booking is created

Try it →

Instant

Product is created in Eko

Triggers the automation when a new product is created

Try it →

Instant

Product is updated in Eko

Triggers the automation when a product is updated

Try it →

What can you automate with Agile CRM + Eko?

Connect your storefront funnels and CRM workflows to eliminate manual data entry and keep your records perfectly aligned.

Get Started For Free

🔄

Sync store orders and CRM contacts automatically

Turn every Eko order or form submission into a contact or deal in Agile CRM. Remove manual export steps and keep your customer records updated across platforms.

📋

Capture every submitted form field

Map all custom answers from your Eko forms into separate Agile CRM contact notes or custom fields instead of just names and emails.

🔔

Alert your team instantly on key triggers

Send immediate notifications to your sales or support team whenever a high-value customer order is created or updated.

🔀

Route records based on submitted criteria

Create different deal stages or assign specific tags in Agile CRM depending on the product or membership tier selected in Eko.

📝

Keep destination records up to date

Automatically update member profiles in Eko whenever a contact or deal milestone changes inside your Agile CRM workspace.

🔍

Search and update instead of creating duplicates

Search for existing contacts in Agile CRM before creating new entries, ensuring clean and deduplicated customer databases.

⚡

Handle later status changes and updates

Trigger automated follow-up tasks when an Eko order is updated or a deal milestone changes in Agile CRM.

🔌

Extend your workflow to external apps

Connect your Agile CRM and Eko core setup with Slack, Google Sheets, or Shopify to expand your automation capabilities.

And much more...

Who is Agile CRM + Eko integration for?

Teams managing customer touchpoints across sales pipelines and digital storefronts benefit from seamless data synchronization and instant updates.

Sales managers

Customer success leads

Agency account directors

Ecommerce operations teams

Marketing campaign specialists

Data compliance officers

📈

Sales managers

You're reviewing funnel performance every morning but your CRM deals only update when someone manually exports store orders, so the conversion metrics you're optimising against are always a few hours behind — automating both apps means every new Eko order creates an Agile CRM deal instantly and your pipeline metrics stay current.

⚡

Customer success leads

You need to onboard new buyers immediately, but you find out about store purchases too late because order data sits stranded in your storefront platform — connecting these apps means every form response or order in Eko triggers an Agile CRM task right away and your onboarding response time drops.

📊

Agency account directors

You answer to clients who want to see live revenue and contact growth metrics, but assembling manual reports leaves gaps in your weekly progress updates — automating both apps means every customer interaction flows straight into your CRM records and your client reports reflect accurate data.

🛒

Ecommerce operations teams

The order volume on your digital storefront is too high for anyone to keep customer records updated by hand, leading to fragmented contact histories — integrating these apps means every new transaction updates your Agile CRM contacts automatically and your database remains organized.

🤝

Marketing campaign specialists

You own lead nurturing campaigns and depend on store teams to hand over buyer details before you can trigger follow-up sequences — automating both apps means every new contact or order in Eko reaches Agile CRM instantly and your campaign triggers fire without delay.

📋

Data compliance officers

You need a reliable, uninterrupted history of customer interactions, but manual entry keeps introducing missing fields and duplicate entries into your records — this integration means every contact update and order flows securely between platforms and your historical database stays complete.

Try This Integration – No Code Needed

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 + Eko

Build and manage your Agile CRM + Eko automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Agile CRM + Eko with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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.

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Frequently Asked Questions

How do I connect Agile CRM to Eko?

You can connect Agile CRM to Eko instantly using ready-made workflows on Integrately or ask Integrately AI to build the integration for you. Select your preferred template, connect your accounts, and sync data across your apps in one click.

Can I automatically sync new Eko orders to Agile CRM contacts?

Can I connect Agile CRM, Eko, and Slack?

What is a good Zapier alternative for Agile CRM and Eko?

How does Agile CRM handle new contact creation during syncs?

How do Eko member updates work with this integration?

Do I need coding skills to integrate Agile CRM and Eko?

Is the Agile CRM and Eko integration free?

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.

Want to automate something else in your workflow?

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Agile CRM + Eko Integration

Integrate Agile CRM to Eko in one click, or tell Integrately AI how you want each order handled. Track customer details, update your CRM records, alert your team, and trigger marketing campaigns automatically.

Trusted by experts at...

Ready Workflows for Agile CRM + Eko Integration

Capture new orders, organise contacts, update CRM records, alert your team, and trigger campaigns, all in just one click.

Create Eko contact for new Agile CRM contact

Update Eko contact from new Agile CRM contact

When Contact is created in Agile CRM > Search contact in Eko > Check any condition > (If condition matches) > Update contact in Eko > (Else) > Create member in Eko

When Contact is created in Agile CRM > Search contact in Eko > Check any condition > (If condition matches) > Create contact in Eko > (Else) > Create member in Eko

When Contact is created in Agile CRM > Search contact in Eko > Check any condition > (If condition matches) > Create product in Eko > (Else) > Create member in Eko

When Contact is created in Agile CRM > Search contact in Eko > Check any condition > (If condition matches) > Update product in Eko > (Else) > Create member in Eko

When Contact is created in Agile CRM > Check any condition > Search contact in Eko > Check any condition > (If condition matches) > Update contact in Eko > (Else) > Create member in Eko

When Contact is created in Agile CRM > Check any condition > Search contact in Eko > Check any condition > (If condition matches) > Create contact in Eko > (Else) > Create member in Eko

When Contact is created in Agile CRM > Check any condition > Search contact in Eko > Check any condition > (If condition matches) > Create product in Eko > (Else) > Create member in Eko

When Contact is created in Agile CRM > Check any condition > Search contact in Eko > Check any condition > (If condition matches) > Update product in Eko > (Else) > Create member in Eko

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Agile CRM + Eko flow

Send order data to your spreadsheets, trigger email sequences, log payments, and notify your team the moment customer actions occur. Pick a combination and activate it in one click.

Supported triggers and actions for Agile CRM and Eko

Mix and match to build the exact automation you need

What can you automate with Agile CRM + Eko?

Connect your storefront funnels and CRM workflows to eliminate manual data entry and keep your records perfectly aligned.

Who is Agile CRM + Eko integration for?

Teams managing customer touchpoints across sales pipelines and digital storefronts benefit from seamless data synchronization and instant updates.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Agile CRM + Eko

Build and manage your Agile CRM + Eko automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Agile CRM + Eko Integration

Integrate Agile CRM to Eko in one click, or tell Integrately AI how you want each order handled. Track customer details, update your CRM records, alert your team, and trigger marketing campaigns automatically.

Trusted by experts at...

Ready Workflows for Agile CRM + Eko Integration

Capture new orders, organise contacts, update CRM records, alert your team, and trigger campaigns, all in just one click.

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Agile CRM + Eko flow

Send order data to your spreadsheets, trigger email sequences, log payments, and notify your team the moment customer actions occur. Pick a combination and activate it in one click.

Supported triggers and actions for Agile CRM and Eko

Mix and match to build the exact automation you need

What can you automate with Agile CRM + Eko?

Connect your storefront funnels and CRM workflows to eliminate manual data entry and keep your records perfectly aligned.

Who is Agile CRM + Eko integration for?

Teams managing customer touchpoints across sales pipelines and digital storefronts benefit from seamless data synchronization and instant updates.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Agile CRM + Eko

Build and manage your Agile CRM + Eko automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

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

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click