Agile CRM + EngageBay CRM Integration

Connect Agile CRM to EngageBay CRM 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
  • EngageBay CRM
    Contact is created in EngageBay CRM
  • EngageBay CRM
    Contact is updated in EngageBay CRM
  • EngageBay CRM
    Owner is created in EngageBay CRM
  • EngageBay CRM
    Deal is created in EngageBay CRM
  • EngageBay CRM
    Deal is updated in EngageBay CRM
  • EngageBay CRM
    Form is submitted in EngageBay CRM
  • EngageBay CRM
    List is created in EngageBay CRM
  • EngageBay CRM
    Company is created in EngageBay CRM
  • EngageBay CRM
    Company is updated in EngageBay CRM
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2.

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Ready Workflows Ready Workflows   for Agile CRM + EngageBay CRM Integration

Just click on the workflow you want to automate

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

Create EngageBay CRM contact for new Agile CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Our team can create automations for you... At no extra cost!

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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 EngageBay CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
EngageBay CRM logo
Twilio logo
Send Twilio sms for new EngageBay CRM contact
02
Rezdy logo
EngageBay CRM logo
Create EngageBay CRM contact for new Rezdy order
03
Microsoft Excel logo
EngageBay CRM logo
Create EngageBay CRM contact for new Microsoft Excel row
04
CompanyHub logo
EngageBay CRM logo
Create EngageBay CRM contact for new CompanyHub record
05
SendFox logo
EngageBay CRM logo
Create EngageBay CRM contact for new SendFox contact
cloud
EngageBay CRM
app integration
06
GetResponse logo
EngageBay CRM logo
Create EngageBay CRM contact for new GetResponse contact
07
Mautic logo
EngageBay CRM logo
Create EngageBay CRM contact for new Mautic contact
08
Mailvio logo
EngageBay CRM logo
Create EngageBay CRM contact for new Mailvio contact
09
INBOX logo
EngageBay CRM logo
Create EngageBay CRM contact for new INBOX contact
10
MuxEmail logo
EngageBay CRM logo
Create EngageBay CRM contact for new MuxEmail contact
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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750 Tasks
in $19.99
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or EngageBay CRM With 1400+ Other Apps

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.
EngageBay CRM
EngageBay CRM
EngageBay is a complete and affordable marketing & sales software designed for small businesses. It will help you manage your entire business, from sales to marketing and customer engagement - all in one simple place.