Agile CRM + GoSquared Integration

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Agile CRM + GoSquared Integration

Create GoSquared user for new Agile CRM contact

If you're using Agile CRM to manage your sales leads, it's important to also use GoSquared to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Agile CRM, a corresponding user will automatically be created in GoSquared.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Agile CRM + GoSquared Integration
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
  • GoSquared
    User entered smart group in GoSquared Instant
  • GoSquared
    User exited smart group in GoSquared Instant
  • GoSquared
    Live chat message is created in GoSquared Instant
  • GoSquared
    Traffic spikes in GoSquared Instant
  • GoSquared
    Traffic dips in GoSquared Instant
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
  • GoSquared
    Create or Update Profile in GoSquared
  • GoSquared
    Track event in GoSquared
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