Agile CRM + Mailshake Integration

Integrate Agile CRM to Mailshake in one click, or tell Integrately AI how you want each contact handled. Create leads, add recipients, update campaign statuses, 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
  • Mailshake
    Reply is recieved in Mailshake
  • Mailshake
    Link is clicked in Mailshake
  • Mailshake
    Message is sent in Mailshake
  • Mailshake
    Mail is opened in Mailshake
  • Mailshake
    Lead status is updated in Mailshake
  • Mailshake
    Lead is created for campaign in Mailshake
  • Mailshake
    Lead is created in Mailshake
  • Mailshake
    Campaign is created in Mailshake
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
  • Mailshake
    Add recipient by email addresses in Mailshake
  • Mailshake
    Add recipient by csv in Mailshake
  • Mailshake
    Unsubscribe recipients in Mailshake
  • Mailshake
    Pause recipient in Mailshake
  • Mailshake
    Unpause recipient in Mailshake
  • Mailshake
    Create lead in Mailshake
  • Mailshake
    Update lead status in Mailshake
  • Mailshake
    Unpause campaign in Mailshake
  • Mailshake
    Pause campaign in Mailshake

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Ready Workflows Ready Workflows for Agile CRM + Mailshake Integration

Capture contacts, add recipients, update lead statuses, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + Mailshake Integration

Create Mailshake recipient for new Agile CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Agile CRM + Mailshake flow

Automatically log outreach data, schedule meetings, notify team channels, and sync customer records across your entire stack. Pick a combination and activate it in one click.

Agile CRM
Mailshake
+
Google SheetsGoogle Sheets (5)
+
CalendlyCalendly (4)
+
HubSpotHubSpot (4)
+
SlackSlack (4)
+
TypeformTypeform (3)
+
StripeStripe (3)
A
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Add every new Agile CRM contact to Mailshake, and log the contact details in Google Sheets.
New Agile CRM contacts appear in Mailshake as recipients instantly while Google Sheets records the details, removing manual spreadsheet entry.
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G
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Log Mailshake replies in Google Sheets, and update the matching contact in Agile CRM.
When a prospect replies in Mailshake, record the response in Google Sheets and update their contact record in Agile CRM automatically.
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When an Agile CRM deal is created, add the contact to Mailshake and update the tracking sheet in Google Sheets.
New deals in Agile CRM trigger Mailshake campaigns and update Google Sheets rows simultaneously for seamless pipeline management.
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G
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If a Mailshake link is clicked, log the engagement in Google Sheets and add a note in Agile CRM.
Track high-intent prospect behavior by logging Mailshake link clicks in Google Sheets and adding a note in Agile CRM.
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When a Mailshake campaign is created, log it in Google Sheets and create a task in Agile CRM.
Keep internal trackers updated and team members aligned when a new outreach campaign launches in Mailshake.

Supported triggers and actions for Agile CRM and Mailshake

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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Mailshake
Mailshake Triggers & Actions
Reply is recieved in Mailshake
Triggers the automation when a reply is received
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Link is clicked in Mailshake
Triggers the automation when a link in the email is clicked
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Message is sent in Mailshake
Triggers the automation when a new message is sent
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Mail is opened in Mailshake
Triggers the automation when an email is opened
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Lead status is updated in Mailshake
Triggers the automation when the status of a lead changes
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Lead is created for campaign in Mailshake
Triggers the automation when a lead is created for a campaign
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Lead is created in Mailshake
Triggers the automation when a new lead is created
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Campaign is created in Mailshake
Triggers the automation when a new campaign is created
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Add recipient by email addresses in Mailshake
Adds recipients to a mailing list by their email addresses
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Add recipient by csv in Mailshake
Import multiple recipients from a csv file
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Unsubscribe recipients in Mailshake
Removes recipients from the mailing list
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Pause recipient in Mailshake
Pauses a recipient
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Unpause recipient in Mailshake
Unpauses a recipient
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Create lead in Mailshake
Generates new leads for potential customers
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Update lead status in Mailshake
Updates the status of a lead based on particular criteria
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Unpause campaign in Mailshake
Unpauses a campaign
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Pause campaign in Mailshake
Pauses a campaign
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What can you automate with Agile CRM + Mailshake?

Streamline your entire sales pipeline by connecting contact creation, email outreach, and lead status updates.

What you can automate?
🔄
Sync new contacts to outreach campaigns instantly
Add every new Agile CRM contact directly into your Mailshake campaigns the moment they are created. Eliminate manual exports and ensure every lead starts receiving emails without delay.
📋
Capture every submitted contact field and detail
Map complete contact records, company names, and custom properties between Agile CRM and Mailshake. Maintain rich data profiles across all your sales and marketing tools.
🔔
Alert your sales team the second a reply arrives
Notify your team channels immediately when a prospect replies or clicks a link in Mailshake. Trigger instant follow-up tasks in Agile CRM so no warm lead goes cold.
🔀
Route leads based on submitted tags and attributes
Segment your outreach by triggering different Mailshake campaigns depending on tags or deal milestones added in Agile CRM. Ensure every prospect receives targeted messaging.
🔄
Keep contact records updated as deals progress
Automatically update lead statuses in Mailshake whenever contact details or deal stages change in Agile CRM. Prevent duplicate messaging and maintain accurate communication histories.
🛡️
Add or update records to prevent duplicates
Search existing databases before creating new records to keep your Agile CRM and Mailshake environments clean. Avoid redundant recipient entries and messy lists.
🛑
Pause campaigns when deals close or meetings are booked
Stop automated cold emails immediately when a prospect books a call, replies with interest, or converts on a deal. Protect your brand reputation with synchronized status updates.
💬
Extend outreach workflows with Slack notifications
Combine Agile CRM and Mailshake with Slack to broadcast campaign milestones, reply alerts, and deal updates directly to your team communication channels.
And much more...

Who is Agile CRM + Mailshake integration for?

Revenue and sales teams eliminating manual data entry between contact management and cold outreach campaigns.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Lead generation specialists
Lead generation specialists
Sales development reps
Sales development reps
Operations teams
Operations teams
📈
Performance marketers
You're running outbound campaigns but your tracking sheet only updates when someone manually exports recipient stats, so the conversion counts you're optimising against are always a few hours behind — with this integration, every campaign update lands in your workspace instantly and your data stays current.
Sales reps
You need to follow up with hot prospects immediately, but reply notifications get buried in your inbox and you find out too late to close — connecting these apps means every prospect reply creates an instant task and your response times drop dramatically.
📊
Account managers
You answer to agency clients who want to see daily outreach progress, but assembling manual reports eats up half your morning — automating both apps means your metrics sync automatically and your clients see live progress without asking.
🚀
Lead generation specialists
The volume of new contacts arriving in your CRM is too high for anyone to keep up with by hand, leading to missed campaign enrollments — integrating these apps means every new lead is added to your outreach sequences without human delay.
🤝
Sales development reps
You own the outbound follow-up stage and depend on marketing to hand over qualified leads, but records often slip through the cracks — this integration means every CRM contact flows straight into your calling and emailing queue.
🗂️
Operations teams
You need a reliable audit history of every prospect interaction, but manual copying leaves frustrating gaps in your database records — automating both apps means every touchpoint is logged accurately from first contact to closed deal.
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 + Mailshake

Build and manage your Agile CRM + Mailshake 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 + Mailshake 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 Mailshake?
Frequently Asked Questions
You can connect Agile CRM to Mailshake instantly using 1-click automations on Integrately or by asking Integrately AI to build the workflow. It links with Google Sheets, Slack, Calendly, and 1,500+ other apps.
Can I automatically add Agile CRM contacts to Mailshake campaigns?
Frequently Asked Questions
Can I connect Agile CRM, Mailshake, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Mailshake?
Frequently Asked Questions
How does Agile CRM handle new contact triggers with Mailshake?
Frequently Asked Questions
Can Mailshake replies update Agile CRM records automatically?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Mailshake?
Frequently Asked Questions
Is the Agile CRM and Mailshake integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or Mailshake With 1500+ Other Apps

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