Agile CRM + Infinity Integration

Integrate Agile CRM to Infinity in one click, or tell Integrately AI how you want each contact handled. Create items, update records, organize projects, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Infinity
    Item is created in Infinity Instant
  • Infinity
    Item is updated in Infinity Instant
  • Infinity
    Folder is created in Infinity
  • Infinity
    Comment is created in Infinity Instant
  • Infinity
    Comment is updated in Infinity Instant
  • Infinity
    Board is created in Infinity
  • Infinity
    Member is created in Infinity
Arrow Right
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
  • Infinity
    Create item in Infinity
  • Infinity
    Update item in Infinity
  • Infinity
    Search item in Infinity
  • Infinity
    Create folder in Infinity
  • Infinity
    Search folder in Infinity
  • Infinity
    Search member in Infinity
  • Infinity
    Search board in Infinity
  • Infinity
    Create comment in Infinity
  • Infinity
    Get item by ID in Infinity

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Ready WorkflowsReady Workflows   for Agile CRM + Infinity Integration

Capture contacts, create items, update projects, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Agile CRM + Infinity flow

Streamline your customer data capture, project updates, and team notifications across your entire stack. Pick a combination and activate it in one click.

Agile CRM
Infinity
+
GmailGmail (4)
+
SlackSlack (4)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
TypeformTypeform (3)
A
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Create an Infinity item when an Agile CRM contact is created, and send a confirmation email in Gmail.
New Agile CRM contacts generate a new item in Infinity and send an email via Gmail instantly.
A
I
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When an Agile CRM deal is created, create an Infinity project item and email the summary via Gmail.
Keep project boards in Infinity synchronized with Agile CRM deals while emailing deal summaries via Gmail.
A
I
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If an Agile CRM contact has a specific tag, create an Infinity item and email the team via Gmail.
Filter tagged Agile CRM contacts into Infinity items and notify stakeholders via Gmail.
A
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When an Agile CRM task is created, log an Infinity item and send a reminder email via Gmail.
Track Agile CRM tasks inside Infinity items while sending reminder emails through Gmail.

Supported triggers and actions for Agile CRM and Infinity

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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Infinity
Infinity Triggers & Actions
Instant
Item is created in Infinity
Triggers the automation when a new item is created
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Instant
Item is updated in Infinity
Triggers the automation when an item is modified
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Folder is created in Infinity
Triggers the automation when a new folder is created
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Instant
Comment is created in Infinity
Triggers the automation when a new comment is created
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Instant
Comment is updated in Infinity
Triggers the automation when a comment is updated
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Board is created in Infinity
Triggers the automation when a new board is created
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Member is created in Infinity
Triggers the automation when a new member is added
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Create item in Infinity
Generates a new item
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Update item in Infinity
Updates an item with new information
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Search item in Infinity
Locates and retrieves particular item information
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Create folder in Infinity
Creates a new folder in the designated location
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Search folder in Infinity
Searches for a folder
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Search member in Infinity
Searches for a member with
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Search board in Infinity
Searches for a board
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Create comment in Infinity
Generates a new comment
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Get item by ID in Infinity
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What can you automate with Agile CRM + Infinity?

Streamline your customer relationships and project management with powerful automated workflows.

What you can automate?
Sync Agile CRM contacts into Infinity project items automatically
Every time a new contact is created in Agile CRM, generate a corresponding item in Infinity instantly. Eliminate manual data entry and keep your project boards up to date.
📋
Capture every submitted contact detail and custom field
Map all available contact information and deal parameters from Agile CRM into your Infinity items instead of just names and emails. Your boards become comprehensive sources of truth.
🔔
Alert your team the moment a new record arrives
Send instant notifications to your team members whenever a new contact or deal is created in Agile CRM and logged in Infinity.
🔀
Route records based on tags and deal milestones
Perform different actions depending on specific tags added to contacts or milestone changes in Agile CRM, ensuring proper prioritization in Infinity.
🔄
Keep project items updated as deals and milestones change
Automatically update existing Infinity items whenever deal milestones or contact details are modified in Agile CRM.
🔍
Search and update instead of creating duplicates
Look up existing records before creating new items to ensure your workspace remains clean and free of duplicate entries.
📈
Manage status changes throughout the customer lifecycle
Handle later stage updates like closed deals or completed tasks by automatically reflecting status changes across both platforms.
💬
Extend workflows to messaging and email apps
Connect Slack or Gmail to your Agile CRM and Infinity core pair to broadcast updates and keep external stakeholders informed.
And much more...

Who is Agile CRM + Infinity integration for?

Connect customer records and project boards to eliminate manual data entry and keep teams aligned.

Performance marketers
Performance marketers
Sales reps
Sales reps
Project managers
Project managers
Customer support teams
Customer support teams
Operations leads
Operations leads
Account managers
Account managers
📈
Performance marketers
You're capturing new leads in Agile CRM but your project boards only update when someone manually exports data, so your campaign tracking is always delayed — with this integration, every contact syncs instantly and your project items stay current.
💼
Sales reps
You need to act fast on every new deal created in Agile CRM, but leads sit unassigned while waiting for manual board entries — with this integration, every deal creates an Infinity item immediately and your pipeline moves faster.
📊
Project managers
You answer to stakeholders who want to see live progress, but task updates in Agile CRM never make it to your project management boards — this integration means every task syncs directly into Infinity with zero manual effort.
🎧
Customer support teams
The volume of inquiries coming into Agile CRM is too high for anyone to keep up by hand, leading to missed follow-ups — automating both apps means every case and contact generates a tracked item instantly.
⚙️
Operations leads
You own the handoff process and depend on sales teams to log records correctly, but human error leaves gaps in your project pipeline — connecting these apps means every milestone change updates your boards automatically.
🤝
Account managers
You need a reliable customer history in your project workspace, but finding notes and contact updates across separate tabs wastes valuable time — this integration means every contact detail flows straight into your workspace.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Agile CRM + Infinity

Build and manage your Agile CRM + Infinity automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + Infinity with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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
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Frequently Asked Questions

How do I connect Agile CRM to Infinity?
Frequently Asked Questions
You can connect Agile CRM to Infinity in one click using Integrately. Choose from 20 million+ ready automation templates or ask Integrately AI to build your custom workflow. You can also connect Gmail, Slack, and other popular apps effortlessly.
Can I automatically create Infinity items from new Agile CRM contacts?
Frequently Asked Questions
Can I connect Agile CRM, Infinity, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Infinity?
Frequently Asked Questions
How does Agile CRM handle contact creation triggers with Infinity?
Frequently Asked Questions
Can Infinity deal updates trigger changes in Agile CRM?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Infinity?
Frequently Asked Questions
Is the Agile CRM and Infinity integration free?
Frequently Asked Questions
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