Agile CRM + Instantly Integration

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

Make use of Agile CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Instantly automations to send personalized campaigns, capture leads from various sources, and track campaign performance. And automate all the repetitive tasks between Agile CRM & Instantly using Integrately.
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Ready Workflows For Agile CRM + Instantly Integration

Just click on the workflow you want to automate
  • 1of1

Create Your Own Agile CRM & Instantly Integration Without Any Code

1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
Agile CRM + Instantly Integration
1.
  • Agile CRM
    Contact is created in Agile CRM

    Triggers the automation when a new contact is created

  • Agile CRM
    Tag is added to contact in Agile CRM

    Triggers the automation when a tag is added

  • Agile CRM
    Deal is created in Agile CRM

    Triggers the automation when a deal is created

  • Agile CRM
    Deal milestone is changed in Agile CRM

    Triggers the automation when a deal milestone is changed

  • Agile CRM
    Task is created in Agile CRM

    Triggers the automation when a new task is created

  • Agile CRM
    Event is created in Agile CRM

    Triggers the automation when a new event is created

  • Agile CRM
    Case is created in Agile CRM

    Triggers the automation when a new case is created

  • Instantly
    Campaign is completed in Instantly

    Triggers the automation when a campaign is completed

    Instant
  • Instantly
    Email is bounced in Instantly

    Triggers the automation when an email bounces

    Instant
  • Instantly
    Reply is received in Instantly

    Triggers the automation when a reply is received

    Instant
  • Instantly
    Email is sent in Instantly

    Triggers the automation when an email is sent

    Instant
2.
  • Agile CRM
    Create contact in Agile CRM

    Adds a new contact to the database

  • Agile CRM
    Update contact in Agile CRM

    Updates contact information with new details

  • Agile CRM
    Add score to contact in Agile CRM

    Assigns a score to a contact

  • Agile CRM
    Add tag to contact in Agile CRM

    Assigns a tag to a contact

  • Agile CRM
    Create deal in Agile CRM

    Generates a new deal with

  • Agile CRM
    Create task in Agile CRM

    Creates a new task

  • Agile CRM
    Add note in Agile CRM

    Adds a note to the selected item

  • Agile CRM
    Search contact in Agile CRM

    Finds and retrieves contact information

  • Agile CRM
    Search company in Agile CRM

    Finds information about a company

  • Agile CRM
    Create company in Agile CRM

    Generates a new company profile with given details

  • Agile CRM
    Subscribe to campaign in Agile CRM

    Subscribes to a campaign

  • Agile CRM
    Add event in Agile CRM

    Schedule an event

  • Instantly
    Update lead status in Instantly
  • Instantly
    Remove tag from campaign in Instantly
  • Instantly
    Remove tag from contact in Instantly
  • Instantly
    Remove lead from campaign in Instantly

    Automatically removes a lead from a campaign

  • Instantly
    Add lead to campaign in Instantly

    Automatically adds a lead to a campaign

  • Instantly
    Add tag to campaign in Instantly

    Automatically adds a tag to a campaign

  • Instantly
    Add tag to account in Instantly

    Automatically adds a tag to an account

  • Instantly
    Delete tag in Instantly

    Automatically deletes a tag

  • Instantly
    Create tag in Instantly

    Automatically creates a new tag

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Integrate Agile CRM & Instantly In 1 Click
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