Agile CRM + Firmao Integration

Connect Agile CRM to Firmao 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
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
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2.

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Ready Workflows Ready Workflows   for Agile CRM + Firmao Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Agile CRM + Firmao Integration

Create Firmao task for new Agile CRM contact

In Agile CRM, when you create a contact, it automatically creates a task in Firmao for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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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 Firmao Automations from
Integrately Community

Most popularmost-popular-automations
01
Firmao logo
WordPress logo
Create WordPress post for new Firmao task
02
Firmao logo
Salesforce logo
Create Salesforce record for new Firmao customer
03
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao task
04
Firmao logo
sendSMS logo
Send sendSMS message for new Firmao task
05
Firmao logo
WhatsApp logo
Send WhatsApp message for new Firmao customer
cloud
Firmao
app integration
06
Firmao logo
Nudgify logo
Send Nudgify notification for new Firmao task
07
Firmao logo
WaTrend logo
Send WaTrend message for new Firmao task
08
Firmao logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Firmao task
09
Firmao logo
easybill logo
Create easybill task for new Firmao task
10
Firmao logo
TickTick logo
Create TickTick task for new Firmao task
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
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Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Firmao 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.
Firmao
Firmao
Firmao is web-based software that allows you to organize your business information. It helps create quotes and invoices, manage projects and tasks, integrate with a live chat widget, track leads and clients, and much more. Best of all, it's easy to use!