Agile CRM + Grist Integration

Connect Agile CRM to Grist 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
  • Grist
    Record is created in Grist
  • Grist
    Record is updated in Grist
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2.

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Ready Workflows Ready Workflows   for Agile CRM + Grist Integration

Just click on the workflow you want to automate

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

Create Grist record for new Agile CRM contact

When a new contact is created in your Agile CRM, you can automatically create a record for them in your Grist. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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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 Grist Automations from
Integrately Community

Most popularmost-popular-automations
01
Grist logo
Telegram logo
Send Telegram message for new Grist record
02
Grist logo
Google Calendar logo
Create Google Calendar event for new Grist record
03
Ninja Forms logo
Grist logo
Create Grist record for new Ninja Forms form submission
04
Google Sheets logo
Grist logo
Create Grist record for new Google Sheets row
05
Grist logo
Google Sheets logo
Create Google Sheets row for new Grist record
cloud
Grist
app integration
06
Cheat layer logo
Grist logo
Create Grist record for new Cheat layer data
07
Tally logo
Grist logo
Create Grist record for new Tally response
08
Uncanny Automator logo
Grist logo
Create Grist record for new Uncanny Automator data
09
AdPage logo
Grist logo
Create Grist record for new AdPage quiz answer
10
AutomatorWP logo
Grist logo
Create Grist record for new AutomatorWP data
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
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in $19.99
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in $19.99

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Want to automate something else in your workflow?

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Grist
Grist is a fully featured data management and reporting platform. From basic storage and querying to advanced charting and dashboards - all in one place.