Agile CRM + Flexie CRM Integration

Connect Agile CRM to Flexie 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
  • Flexie CRM
    Universal trigger in Flexie CRM Instant
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2.

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Ready Workflows Ready Workflows   for Agile CRM + Flexie CRM Integration

Just click on the workflow you want to automate

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

Create Flexie CRM deal from new Agile CRM contact

Anytime a new contact is created in your Agile CRM, a new deal will automatically be created in your Flexie CRM. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Agile CRM - Flexie CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Agile CRM + Flexie CRM Integration

Create Flexie CRM contact 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 - Flexie CRM integration, anytime a new Agile CRM contact is created, an Flexie CRM contact 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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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 Flexie CRM Automations from
Integrately Community

Most popularmost-popular-automations
01
Webflow (Legacy) logo
Flexie CRM logo
Create Flexie CRM deal for new Webflow form submission
02
Google Sheets logo
Flexie CRM logo
Create Flexie CRM contact for new Google Sheets row
03
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub record
04
CompanyHub logo
Flexie CRM logo
Create Flexie CRM contact for new CompanyHub contact
05
Salesforce logo
Flexie CRM logo
Create Flexie CRM contact for new Salesforce record
cloud
Flexie CRM
app integration
06
Zoho Creator logo
Flexie CRM logo
Create Flexie CRM contact for new Zoho Creator record
07
EasyCSV logo
Flexie CRM logo
Create Flexie CRM contact for new EasyCSV data
08
Bubble logo
Flexie CRM logo
Create Flexie CRM contact for new Bubble data thing
09
PostgreSQL logo
Flexie CRM logo
Create Flexie CRM contact for new PostgreSQL row
10
MySQL logo
Flexie CRM logo
Create Flexie CRM contact for new MySQL row
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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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 Flexie 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.
Flexie CRM
Flexie CRM
Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.