Agile CRM + Kylas CRM Integration

Integrate Agile CRM to Kylas CRM in one click, or tell Integrately AI how you want each lead handled. Capture contact details, create deals, update records, and trigger follow-ups automatically.

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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
  • Kylas CRM
    Lead is created in Kylas CRM Instant
  • Kylas CRM
    Lead is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is updated in Kylas CRM Instant
  • Kylas CRM
    Contact is created in Kylas CRM Instant
  • Kylas CRM
    Deal is updated in Kylas CRM Instant
  • Kylas CRM
    Deal is created in Kylas CRM Instant
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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
  • Kylas CRM
    Create contact in Kylas CRM
  • Kylas CRM
    Create Lead in Kylas CRM
  • Kylas CRM
    Create deal in Kylas CRM
  • Kylas CRM
    Create company in Kylas CRM

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Ready Workflows Ready Workflows for Agile CRM + Kylas CRM Integration

Create leads, handle contacts, update deals, sync records, and trigger follow-ups, all in just one click.

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

Create Kylas CRM contact for new Agile CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agile CRM - Kylas CRM integration, anytime a new Agile CRM contact is created, an Kylas CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Agile CRM + Kylas CRM flow

Connect messaging apps, email tools, spreadsheets, and scheduling software to extend your core CRM pipeline. Pick a combination and activate it in one click.

Agile CRM
Kylas CRM
+
Facebook Lead AdsFacebook Lead Ads (1)
+
CalendlyCalendly (1)
+
MailchimpMailchimp (1)
+
SlackSlack (1)
+
Google SheetsGoogle Sheets (1)
+
ZoomZoom (1)
F
A
K
Create a contact in Agile CRM and a lead in Kylas CRM for every new Facebook Lead Ads submission
New Facebook Lead Ads submissions instantly populate both Agile CRM and Kylas CRM without manual entry.

Supported triggers and actions for Agile CRM and Kylas CRM

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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Kylas CRM
Kylas CRM Triggers & Actions
Instant
Lead is created in Kylas CRM
Triggers the automation when a new lead is created
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Instant
Lead is updated in Kylas CRM
Triggers the automation when the lead information is updated
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Instant
Contact is updated in Kylas CRM
Triggers the automation when a contact is updated
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Instant
Contact is created in Kylas CRM
Triggers the automation when a new contact is created
Try it →
Instant
Deal is updated in Kylas CRM
Triggers the automation when a deal is updated
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Instant
Deal is created in Kylas CRM
Triggers the automation when a deal is created
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Create contact in Kylas CRM
Adds a new contact to the database
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Create Lead in Kylas CRM
Generates new leads for potential customers
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Create deal in Kylas CRM
Generates a new deal with
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Create company in Kylas CRM
Generates a new company profile with given details
Try it →

What can you automate with Agile CRM + Kylas CRM?

Streamline your sales pipeline by connecting contact creation, deal tracking, and data updates across both platforms.

What you can automate?
🎯
Create leads and contacts across platforms automatically
Capture every new prospect from Agile CRM and instantly generate a matching lead in Kylas CRM without manual copying or data entry delays.
📋
Sync all submitted customer fields and attributes
Map every custom field, tag, and score from Agile CRM directly into Kylas CRM to maintain complete context for every account.
💬
Alert your sales team the moment a deal happens
Trigger instant notifications in messaging tools or email inboxes whenever a high-value contact or deal milestone changes.
🔀
Route records based on deal milestones or tags
Evaluate specific conditions like deal stages or contact tags to direct records into the right pipeline stage automatically.
🔄
Keep destination records updated as details change
Automatically update contact information and deal statuses across both CRMs whenever a record is modified.
🔍
Prevent duplicates by searching before creating
Check existing records in Kylas CRM before creating new entries to keep your database clean and organized.
📈
Handle later status changes and milestone updates
Synchronize deal milestone changes and case updates seamlessly between Agile CRM and Kylas CRM as customer relationships evolve.
🔌
Extend workflows to external apps like Google Sheets
Connect your core CRM pipeline to Google Sheets, Slack, or email tools to streamline reporting and team collaboration.
And much more...

Who is Agile CRM + Kylas CRM integration for?

Revenue teams and sales leaders use this integration to eliminate manual data entry, keep pipelines synchronized, and accelerate lead follow-up across platforms.

Sales operations managers
Sales operations managers
Account executives
Account executives
Client success leads
Client success leads
High-volume sales teams
High-volume sales teams
Business development reps
Business development reps
CRM administrators
CRM administrators
📈
Sales operations managers
You report on pipeline numbers and review forecasts, but your CRM records are always out of sync because reps manually export data — with this integration, every new contact and deal lands across platforms instantly and your reports stay accurate.
Account executives
You need to act fast on incoming prospects, and you find out about new leads too late when records are sitting in unlinked systems — with this integration, every new enquiry triggers immediate updates and you never miss a warm introduction.
🤝
Client success leads
You answer to management and outside stakeholders who want to see pipeline progress, but fragmented tools leave visibility gaps — this integration means every account status updates in real time and stakeholders see complete records.
📊
High-volume sales teams
The volume of inbound leads is too high for anyone to keep up by hand, resulting in delayed follow-ups and missed opportunities — with this integration, contact creation and lead management happen automatically at scale.
🔄
Business development reps
You own the outreach step and depend on marketing teams to hand over clean contact data without manual delay — automating both apps means qualified leads appear in your pipeline instantly for immediate outreach.
🗂️
CRM administrators
You need a reliable history of customer interactions and keep finding data gaps between disconnected tools — connecting these apps means every contact, deal, and update mirrors accurately across your entire tech stack.
Our team

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Why choose Integrately to automate Agile CRM + Kylas CRM

Build and manage your Agile CRM + Kylas CRM 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 + Kylas CRM 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 Kylas CRM?
Frequently Asked Questions
You can connect Agile CRM to Kylas CRM in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Slack and Google Sheets.
Can I automatically create a Kylas CRM lead when a contact is created in Agile CRM?
Frequently Asked Questions
Can I connect Agile CRM, Kylas CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Kylas CRM?
Frequently Asked Questions
How are contacts and deals handled between Agile CRM and Kylas CRM?
Frequently Asked Questions
Can I update deal milestones and track records automatically in Kylas CRM?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Kylas CRM?
Frequently Asked Questions
Is the Agile CRM and Kylas CRM integration free?
Frequently Asked Questions
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