Agile CRM + Exact Online Integration

Q: Can I automatically sync my Agile CRM contacts to Exact Online?

Every new contact created in Agile CRM can automatically generate a corresponding contact or account in Exact Online using ready workflows activated in one click.

Q: Can I connect Agile CRM, Exact Online, and Slack?

All three applications work together seamlessly to sync your CRM and accounting data while posting real-time notifications to Slack, alongside 1,500+ other apps.

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

Most alternatives lack the speed and ease that Integrately provides through 20 million+ templates, 24/5 live support, and AI-assisted setup for Agile CRM and Exact Online.

Q: How do contact triggers work in Agile CRM for this integration?

Contact triggers in Agile CRM detect when new contacts are created or updated, instantly initiating actions to update records in Exact Online.

Q: How are account updates handled in Exact Online?

Account updates in Exact Online are triggered automatically by events in Agile CRM, ensuring your financial and CRM platforms remain perfectly aligned.

Q: Do I need coding skills to set up this integration?

Connecting Agile CRM to Exact Online requires zero coding, offering ready-made templates and Integrately AI to handle setup effortlessly.

Q: Is the Agile CRM and Exact Online integration free?

The Agile CRM and Exact Online integration includes access on a free forever plan, allowing you to start automating workflows immediately.

Integrate Agile CRM to Exact Online in one click, or tell Integrately AI how you want each contact handled. Sync contacts, update company details, log notes, and streamline your customer records 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
Item is created or updated in Exact Online Instant
Account is created or updated in Exact Online Instant
Contact is created or updated in Exact Online 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
Search cost unit by code in Exact Online
Create address in Exact Online
Create bank account in Exact Online
Create cost centre in Exact Online
Create cost unit in Exact Online
Create project in Exact Online
Create item in Exact Online
Search account by name in Exact Online
Search address by contact name in Exact Online
Search bank account by account name in Exact Online
Search contact by first name in Exact Online
Search cost centre by code in Exact Online
Create account in Exact Online
Search item by code in Exact Online
Create document in Exact Online
Delete account in Exact Online
Delete contact in Exact Online
Update account in Exact Online
Update contact in Exact Online
Update address in Exact Online
Update cost center in Exact Online
Update cost unit in Exact Online
Search document by accountName in Exact Online
Create contact in Exact Online

Trusted by experts at...

Ready Workflows for Agile CRM + Exact Online Integration

Create contacts, update company records, sync account details, and manage customer data, all in just one click.

Create Exact Online contact for new Agile CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Agile CRM, this automation will automatically create a contact in Exact Online.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Agile CRM and Exact Online!

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

Connect more apps to your Agile CRM + Exact Online flow

Extend your CRM and accounting workflow to handle billing, campaigns, orders, and team notifications. Pick a combination and activate it in one click.

Stripe (4)

Mailchimp (3)

Shopify (3)

Google Sheets (3)

Slack (3)

Calendly (3)

Create a Stripe customer for every new Agile CRM contact, and add a contact in Exact Online

New Agile CRM contacts immediately generate a customer profile in Stripe and a contact in Exact Online without manual data entry.

When a Stripe payment succeeds, create a deal in Agile CRM and update the account in Exact Online

Successful payments in Stripe automatically trigger deal creation in Agile CRM and update account details in Exact Online.

If a Stripe invoice is paid, add a tag in Agile CRM and create a document in Exact Online

Paid invoices in Stripe apply tags in Agile CRM and generate financial documents in Exact Online automatically.

Use ChatGPT to summarise new Stripe customer details, create a contact in Agile CRM, and update Exact Online

ChatGPT summarises incoming Stripe customer data before creating contacts in Agile CRM and updating Exact Online records.

Add every new Mailchimp subscriber to Agile CRM, and create a contact in Exact Online

New Mailchimp newsletter subscribers instantly appear in Agile CRM and Exact Online without manual list exporting.

When a Mailchimp campaign link is clicked, update the contact in Agile CRM and Exact Online

Campaign engagement in Mailchimp triggers contact updates in Agile CRM and Exact Online for better tracking.

Use Claude to evaluate Mailchimp subscriber engagement, update Agile CRM, and log in Exact Online

Claude analyses Mailchimp subscriber activity to update contact scores in Agile CRM and refresh Exact Online records.

Create an Agile CRM contact for every new Shopify order, and add an account in Exact Online

New Shopify store orders instantly generate contact records in Agile CRM and create accounts in Exact Online.

When a Shopify order is fulfilled, update the contact in Agile CRM and create a document in Exact Online

Fulfilled Shopify orders update contact profiles in Agile CRM and generate shipping documents in Exact Online.

Use Gemini to categorise Shopify customer orders, create deals in Agile CRM, and update Exact Online

Gemini categorises incoming Shopify orders to create relevant deals in Agile CRM and update Exact Online records.

Add every new Google Sheets row as a contact in Agile CRM, and create an account in Exact Online

Spreadsheet entries in Google Sheets instantly populate contact records in Agile CRM and accounts in Exact Online.

When an Agile CRM contact is updated, update the matching Google Sheets row and Exact Online record

Contact changes in Agile CRM automatically refresh corresponding Google Sheets rows and Exact Online profiles.

Use Perplexity to research Google Sheets contact details, add tags in Agile CRM, and update Exact Online

Perplexity researches Google Sheets contact data to apply descriptive tags in Agile CRM and update Exact Online.

Create an Agile CRM contact for every new deal, create an Exact Online account, and notify Slack

New deals in Agile CRM create accounts in Exact Online and send instant notifications to your Slack channel.

When an Exact Online contact is created, add a task in Agile CRM and alert your team in Slack

New Exact Online contacts generate follow-up tasks in Agile CRM and post notifications to Slack.

Use Claude to summarise new Agile CRM deals, update Exact Online, and post the brief in Slack

Claude summarises new Agile CRM deals before updating Exact Online and sharing team briefings in Slack.

Create an Agile CRM contact for every Calendly booking, and add a contact in Exact Online

Calendly meeting bookings automatically create contact records in Agile CRM and Exact Online.

When a Calendly meeting is canceled, update the contact in Agile CRM and Exact Online

Canceled Calendly meetings update contact statuses in Agile CRM and Exact Online automatically.

Use ChatGPT to summarise Calendly meeting notes, create tasks in Agile CRM, and update Exact Online

ChatGPT summarises Calendly booking notes to create follow-up tasks in Agile CRM and update Exact Online.

Supported triggers and actions for Agile CRM and Exact Online

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

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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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Exact Online Triggers & Actions

Instant

Item is created or updated in Exact Online

Triggers the automation when an item is created or updated

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Instant

Account is created or updated in Exact Online

Triggers the automation when an account is created or updated

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Instant

Contact is created or updated in Exact Online

Triggers the automation when a contact is created or updated

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What can you automate with Agile CRM + Exact Online?

Streamline your customer relationship and financial operations by automating data flow between Agile CRM and Exact Online.

Get Started For Free

🔄

Sync contacts instantly across platforms

Create Exact Online contacts automatically whenever a new contact is created in Agile CRM, keeping your customer data unified across platforms.

📝

Capture every submitted field and detail

Map all contact details and custom fields from Agile CRM directly into Exact Online without missing important customer information.

🔔

Alert your team as events happen

Notify staff members immediately when a high-value deal or contact is created, ensuring rapid follow-up and response times.

🔀

Route records conditionally by tier

Apply specific rules based on tags or deal values to handle accounts differently depending on their source and business tier.

✏️

Keep destination records up to date

Automatically update contact information and addresses in Exact Online when changes happen in Agile CRM.

🛡️

Prevent duplicate entries and errors

Search existing accounts before creation to ensure clean records and avoid duplicate entries in Exact Online.

📊

Manage status changes and milestones

Update cost centers, accounts, or milestones when a deal progresses or a project status shifts in your workflow.

🔌

Extend flows to supporting applications

Link your core CRM and accounting setup with tools like Slack or Google Sheets to extend your workflow further.

And much more...

Who is Agile CRM + Exact Online integration for?

Sales and finance teams managing customer growth across Agile CRM and Exact Online eliminate manual data re-entry and keep records perfectly synchronized.

Performance marketers

Sales representatives

Account managers

Support specialists

Finance managers

Data analysts

📈

Performance marketers

You're running campaigns in Agile CRM but your finance sheet only updates when someone manually exports contacts, so the row counts you're optimising against are always a few hours behind — with this integration, every new contact lands in the system instantly and your data stays current.

⚡

Sales representatives

You need to act fast on new deals, and you find out too late when accounts are manually created in Exact Online — with this integration, every deal update flows instantly to keep your pipeline moving.

📋

Account managers

You answer to a client or an outside party who wants to see progress, but matching Agile CRM data to Exact Online takes hours — with this integration, your records stay fully aligned without manual intervention.

🚀

Support specialists

The volume of customer enquiries and contacts is too high for anyone to keep up by hand across Agile CRM and Exact Online — with this integration, every record is processed automatically.

💼

Finance managers

You own the next step and depend on someone upstream to hand over customer data between Agile CRM and Exact Online — with this integration, financial records match CRM entries instantly.

🔍

Data analysts

You need a reliable history of customer interactions and keep finding gaps between Agile CRM and Exact Online — with this integration, every contact and account is tracked reliably from day one.

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 + Exact Online

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

1,500+ apps connected

Connect Agile CRM + Exact Online 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 Exact Online?

You can connect Agile CRM to Exact Online in one click using ready automation templates or build a custom workflow with Integrately AI, linking apps like Slack, Google Sheets, and Stripe.

Can I automatically sync my Agile CRM contacts to Exact Online?

Can I connect Agile CRM, Exact Online, and Slack?

What is a good Zapier alternative for Agile CRM and Exact Online?

How do contact triggers work in Agile CRM for this integration?

How are account updates handled in Exact Online?

Do I need coding skills to set up this integration?

Is the Agile CRM and Exact Online 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?

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

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Agile CRM + Exact Online Integration

Integrate Agile CRM to Exact Online in one click, or tell Integrately AI how you want each contact handled. Sync contacts, update company details, log notes, and streamline your customer records automatically.

Trusted by experts at...

Ready Workflows for Agile CRM + Exact Online Integration

Create contacts, update company records, sync account details, and manage customer data, all in just one click.

Create Exact Online contact for new Agile CRM contact

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

Connect more apps to your Agile CRM + Exact Online flow

Extend your CRM and accounting workflow to handle billing, campaigns, orders, and team notifications. Pick a combination and activate it in one click.

Supported triggers and actions for Agile CRM and Exact Online

Mix and match to build the exact automation you need

What can you automate with Agile CRM + Exact Online?

Streamline your customer relationship and financial operations by automating data flow between Agile CRM and Exact Online.

Who is Agile CRM + Exact Online integration for?

Sales and finance teams managing customer growth across Agile CRM and Exact Online eliminate manual data re-entry and keep records perfectly synchronized.

Did you know?

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

Why choose Integrately to automate Agile CRM + Exact Online

Build and manage your Agile CRM + Exact Online 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 Exact Online With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Agile CRM + Exact Online Integration

Integrate Agile CRM to Exact Online in one click, or tell Integrately AI how you want each contact handled. Sync contacts, update company details, log notes, and streamline your customer records automatically.

Trusted by experts at...

Ready Workflows for Agile CRM + Exact Online Integration

Create contacts, update company records, sync account details, and manage customer data, all in just one click.

Create Exact Online contact for new Agile CRM contact

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

Connect more apps to your Agile CRM + Exact Online flow

Extend your CRM and accounting workflow to handle billing, campaigns, orders, and team notifications. Pick a combination and activate it in one click.

Supported triggers and actions for Agile CRM and Exact Online

Mix and match to build the exact automation you need

What can you automate with Agile CRM + Exact Online?

Streamline your customer relationship and financial operations by automating data flow between Agile CRM and Exact Online.

Who is Agile CRM + Exact Online integration for?

Sales and finance teams managing customer growth across Agile CRM and Exact Online eliminate manual data re-entry and keep records perfectly synchronized.

Did you know?

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

Why choose Integrately to automate Agile CRM + Exact Online

Build and manage your Agile CRM + Exact Online 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 Exact Online 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