Agile CRM + ERP Next Integration

Integrate Agile CRM to ERP Next in one click, or tell Integrately AI how you want each contact handled. Create customers and leads, update your records, alert your team, and trigger follow-ups automatically.

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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
  • ERP Next
    Document is updated in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is cancelled in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next 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
  • ERP Next
    Add Issue in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Create customer in ERP Next

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Ready Workflows Ready Workflows for Agile CRM + ERP Next Integration

Create customers from new contacts, update leads, sync records, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Agile CRM + ERP Next Integration

Create ERP Next customer for new Agile CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agile CRM - ERP Next integration, anytime a new Agile CRM contact is created, an ERP Next customer should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Agile CRM + ERP Next flow

Send synced records to your favorite marketing, finance, and messaging tools the moment your core integration runs. Pick a combination and activate it in one click.

Agile CRM
ERP Next
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
+
StripeStripe (3)
A
E
S
Add every new Agile CRM contact to your ERP Next account, and create a customer in Shopify.
New Agile CRM contacts appear in ERP Next and Shopify instantly without manual data entry.
A
E
S
When an Agile CRM deal is created, create a lead in ERP Next and add a customer record in Shopify.
Deals created in Agile CRM automatically generate leads in ERP Next and records in Shopify.
A
E
S
When an Agile CRM task is created, update the lead in ERP Next and create an order note in Shopify.
Agile CRM tasks trigger updates in ERP Next and add notes in Shopify automatically.

Supported triggers and actions for Agile CRM and ERP Next

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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ERP Next
ERP Next Triggers & Actions
Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
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Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
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Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
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Add Issue in ERP Next
Adds an issue
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Update lead in ERP Next
Updates a lead
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Search lead in ERP Next
Searches for a lead
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Create lead in ERP Next
Creates a new lead
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Create customer in ERP Next
Creates a new customer
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What can you automate with Agile CRM + ERP Next?

Streamline your customer relationship and ERP workflows with powerful automation built for modern teams.

What you can automate?
🔄
Sync contacts and customers automatically
Create an ERP Next customer instantly whenever a new contact is created in Agile CRM. Eliminate manual copying and keep both systems perfectly aligned.
📝
Capture every contact and deal detail
Map all submitted Agile CRM contact fields and deal attributes straight into ERP Next. Ensure no custom property or note gets left behind.
🔔
Alert your team on key updates
Notify team members immediately when a new deal milestone changes in Agile CRM or an ERP Next document is submitted.
🔀
Route records based on custom fields
Send leads to specific ERP Next customer accounts or update records differently depending on the deal value or tags in Agile CRM.
✏️
Keep records updated across both apps
Automatically update contact details in Agile CRM whenever corresponding documents or customer files change in ERP Next.
🔍
Prevent duplicate entries with smart searches
Search for existing leads or contacts before creating new records, ensuring your Agile CRM and ERP Next databases remain clean.
📋
Manage document and task status changes
Trigger updates in Agile CRM whenever an ERP Next document is submitted, cancelled, or updated, keeping everyone informed of project states.
⚡
Extend your workflow to Slack or Google Sheets
Push automated alerts to Slack channels or log synced contact details in Google Sheets the moment your Agile CRM and ERP Next integration runs.
And much more...

Who is Agile CRM + ERP Next integration for?

Connecting Agile CRM to ERP Next eliminates manual data entry, keeping your customer records, leads, and sales pipeline perfectly aligned across teams.

Sales managers
Sales managers
Support team leads
Support team leads
Account executives
Account executives
Operations coordinators
Operations coordinators
Sales development reps
Sales development reps
Finance analysts
Finance analysts
📈
Sales managers
You're tracking new deals in Agile CRM, but your ERP Next system only updates when someone manually exports records, so the pipeline reports you review are always outdated — this integration means every new deal updates ERP Next instantly and your revenue dashboards stay accurate.
⚡
Support team leads
You're logging customer cases in Agile CRM, but your ERP Next issues list remains empty until someone copies them over by hand, so urgent tickets get delayed — automating both apps means every new case creates an ERP Next issue instantly and nothing slips through the cracks.
🤝
Account executives
You're closing new deals in Agile CRM, but your onboarding team in ERP Next finds out days later, so customer setup stalls — connecting these apps means every won deal generates an ERP Next customer record instantly and onboarding starts right away.
📊
Operations coordinators
You're managing high volumes of incoming contacts in Agile CRM, but updating ERP Next customer files manually takes hours every day, so errors pile up — with this integration, every contact change syncs across both systems automatically and your database stays clean.
🎯
Sales development reps
You're qualifying leads in Agile CRM, but passing them to ERP Next requires manual data entry, so handoffs take too long — automating both apps means qualified leads appear in ERP Next as new leads instantly and you can follow up without delay.
📑
Finance analysts
You're tracking customer accounts in Agile CRM, but financial records in ERP Next miss recent updates, so auditing becomes difficult — this integration means every account change updates ERP Next in real time and your financial history is always complete.
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Why choose Integrately to automate Agile CRM + ERP Next

Build and manage your Agile CRM + ERP Next 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 + ERP Next 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.
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How Integrately Works?

1
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2
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Frequently Asked Questions

How do I connect Agile CRM to ERP Next?
Frequently Asked Questions
You can connect Agile CRM to ERP Next in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for your team.
Can I automatically create ERP Next customers from new Agile CRM contacts?
Frequently Asked Questions
Can I connect Agile CRM, ERP Next, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and ERP Next?
Frequently Asked Questions
How does Agile CRM handle new contact and deal data during integration?
Frequently Asked Questions
How does ERP Next process incoming customer and lead records?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and ERP Next?
Frequently Asked Questions
Is the Agile CRM and ERP Next integration free?
Frequently Asked Questions
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