Agile CRM + Erxes Integration

Integrate Agile CRM to Erxes in one click, or tell Integrately AI how you want each contact handled. Capture incoming customer conversations, create Agile CRM contacts and deals, update records, and trigger follow-ups automatically.

Free foreverFree forever.
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
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
Arrow Right
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

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Ready WorkflowsReady Workflows   for Agile CRM + Erxes Integration

Capture customer submissions, create Agile CRM contacts, update deals, assign tasks, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Agile CRM + Erxes flow

Enrich customer data, notify your team on messaging channels, and sync records across your entire stack. Pick a combination and activate it in one click.

Agile CRM
Erxes
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
StripeStripe (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
E
A
S
Create an Agile CRM contact from every Erxes form submission, and create a customer in Shopify
Erxes form submissions instantly generate an Agile CRM contact and a Shopify customer profile without manual data entry.
E
A
S
Create a deal in Agile CRM when an Erxes customer is created, and create a draft order in Shopify
New Erxes customers automatically trigger an Agile CRM deal and prepare a Shopify order to speed up sales operations.
E
A
S
Create an Agile CRM task when a Shopify order is paid, and update the customer record in Erxes
Paid Shopify orders open a follow-up task in Agile CRM and update the customer status in Erxes.

Supported triggers and actions for Agile CRM and Erxes

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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Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
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Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
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No action is available

What can you automate with Agile CRM + Erxes?

Streamline your customer acquisition and CRM workflows by connecting chat triggers directly to your sales pipeline.

What you can automate?
📥
Sync Erxes submissions straight into Agile CRM
Capture every customer submission from Erxes and create corresponding contacts or deals in Agile CRM automatically. Remove manual transcription entirely.
📋
Map every submitted chat detail accurately
Extract custom form fields and customer messages from Erxes and place them into the correct Agile CRM contact fields without missing data.
🔔
Alert your sales team the moment leads arrive
Trigger instant team notifications on Slack or create urgent tasks in Agile CRM whenever a new high-value customer inquiry comes through Erxes.
🔀
Route leads based on submitted form criteria
Apply different tags, assign scores, or create specific deals in Agile CRM depending on the exact answers provided in your Erxes forms.
🔄
Keep Agile CRM records updated as customers change
Automatically update customer profiles, deal stages, and company details in Agile CRM whenever updates occur in Erxes.
🔎
Search and update existing records to prevent duplicates
Search for existing contacts in Agile CRM before creating new entries, ensuring your database remains clean and free of duplicate profiles.
⏱️
Manage later status changes across your pipeline
Track deal milestones and case updates in Agile CRM whenever customer statuses or support stages evolve within your Erxes ecosystem.
🌐
Extend your workflow to other essential tools
Connect your Erxes and Agile CRM workflow with Slack, Shopify, Mailchimp, or Stripe to build a fully automated revenue stack.
And much more...

Who is Agile CRM + Erxes integration for?

Teams managing customer chat interactions and sales pipelines rely on automated syncs to eliminate manual data entry and speed up response times.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Agency account managers
Agency account managers
Customer success leads
Customer success leads
Revenue operations specialists
Revenue operations specialists
Business owners
Business owners
📈
Performance marketers
You're running chat campaigns across multiple Erxes widgets but your Agile CRM contacts only update when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in Agile CRM instantly and your pipeline stays current.
Sales development reps
You need to reach out to inbound chat prospects immediately, but submissions sit in Erxes until someone checks the inbox manually, causing warm leads to go cold before your first call — automating both apps means every form submission creates an Agile CRM contact the moment it arrives so you can follow up first.
🤝
Agency account managers
You answer to clients who want immediate visibility into incoming chat leads, but compiling manual weekly reports from Erxes takes hours away from client strategy — this integration means every interaction is logged in Agile CRM automatically and your client dashboards show accurate numbers in real time.
📊
Customer success leads
The volume of inbound support chats is too high for your team to keep up by hand, and important customer details get lost between Erxes and Agile CRM — connecting these apps means every customer record and message history populates your CRM without manual copying.
🎯
Revenue operations specialists
You own the handoff between chat acquisition and pipeline tracking, but mismatched records between Erxes and Agile CRM break your attribution reporting — automating both apps means every deal and contact flows seamlessly into your CRM with zero data gaps.
🔍
Business owners
You need a reliable history of customer conversations and deal stages, but fragmented tools leave blind spots in your pipeline data — with this integration, every form submission and deal creation is recorded accurately so you always have a complete picture of your growth.
Our team

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

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Why choose Integrately to automate Agile CRM + Erxes

Build and manage your Agile CRM + Erxes 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 + Erxes 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
Price Comparison with Popular Alternatives
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in $19.99
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😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Agile CRM to Erxes?
Frequently Asked Questions
You can connect Agile CRM to Erxes instantly using 1-click ready automations on Integrately, or use Integrately AI to build custom workflows linking Shopify, Mailchimp, HubSpot, Stripe, Calendly, and Slack.
Can I automatically create Agile CRM contacts from Erxes form submissions?
Frequently Asked Questions
Can I connect Agile CRM, Erxes, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Erxes?
Frequently Asked Questions
How does Agile CRM handle new contacts created from Erxes chats?
Frequently Asked Questions
Can Erxes trigger deal creation in Agile CRM?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Erxes?
Frequently Asked Questions
Is the Agile CRM and Erxes integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or Erxes With 1500+ Other Apps

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