Agile CRM + HelpCrunch Integration

Connect Agile CRM to HelpCrunch - Automate your workflows in 1-click

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Ready workflows for Agile CRM + HelpCrunch Integration

Just click on the workflow you want to automate

Create HelpCrunch customer for new Agile CRM contact

If you're using Agile CRM to manage your sales leads, it's important to also use HelpCrunch 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 customer will automatically be created in HelpCrunch.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

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Update HelpCrunch customer from new Agile CRM contact

Agile CRM + HelpCrunch Integration

Activate

When Contact is created in Agile CRM > Check condition > Create customer in HelpCrunch

Agile CRM + HelpCrunch Integration

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Create Your Own Agile CRM & HelpCrunch Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Agile CRM & HelpCrunch

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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
Customer is created in HelpCrunch Instant
Customer tags are updated in HelpCrunch Instant
Customer is unsubscribed in HelpCrunch Instant
Customer email is updated in HelpCrunch Instant
Chat is created in HelpCrunch Instant
Chat assignee is updated in HelpCrunch Instant
Chat status is updated in HelpCrunch Instant
Chat is closed in HelpCrunch 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
Create customer in HelpCrunch
Update customer in HelpCrunch
Search customer by email in HelpCrunch

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Agile CRM & HelpCrunch In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Agile CRM & HelpCrunch with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or HelpCrunch With 1100+ Other Apps

Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.

See Agile CRM Integrations

With HelpCrunch, you can enable live chat in your website and mobile apps in just a few minutes. You can also use our knowledge base and email automation tools to let visitors and customers help themselves.

See HelpCrunch Integrations