Agile CRM + Memberful Integration

Integrate Agile CRM to Memberful in one click, or tell Integrately AI how you want each member handled. Sync subscriber details, update member profiles, alert your team, and track renewals 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
  • Memberful
    Subscription is created in Memberful Instant
  • Memberful
    Subscription is renewed in Memberful Instant
  • Memberful
    Subscription is deactivated in Memberful Instant
  • Memberful
    Subscription is reactivated in Memberful Instant
  • Memberful
    Subscription is updated in Memberful Instant
  • Memberful
    Subscription is deleted in Memberful Instant
  • Memberful
    Member is created in Memberful Instant
  • Memberful
    Member is updated in Memberful Instant
  • Memberful
    Member is deleted in Memberful Instant
  • Memberful
    Order is purchased in Memberful Instant
  • Memberful
    Order is refunded in Memberful Instant
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

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Ready WorkflowsReady Workflows   for Agile CRM + Memberful Integration

Sync member details, track active subscriptions, update CRM records, alert your team, and manage renewals, 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 + Memberful flow

Teams often want to process payments, send email campaigns, update site accounts, and alert team members after subscriber data flows between Agile CRM and Memberful. Pick a combination and activate it in one click.

Agile CRM
Memberful
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
WordPressWordPress (3)
+
SlackSlack (3)
+
ZoomZoom (3)
+
Google DriveGoogle Drive (3)
M
A
S
When a new member is created in Memberful, create a contact in Agile CRM and create a customer in Stripe.
New Memberful members instantly appear in Agile CRM as contacts and in Stripe as customers without manual data entry.
M
A
S
When an order is purchased in Memberful, add a tag to the contact in Agile CRM and create a charge in Stripe.
Purchased orders in Memberful update Agile CRM contact tags and record charges in Stripe automatically.
M
A
S
When a subscription is created in Memberful, create a deal in Agile CRM and create a subscription in Stripe.
New Memberful subscriptions automatically generate Agile CRM deals and active Stripe subscriptions.

Supported triggers and actions for Agile CRM and Memberful

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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Memberful
Memberful Triggers & Actions
Instant
Subscription is created in Memberful
Triggers the automation when a new subscription is created
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Instant
Subscription is renewed in Memberful
Triggers the automation when a subscription is renewed
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Instant
Subscription is deactivated in Memberful
Triggers the automation when a subscription is deactivated
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Instant
Subscription is reactivated in Memberful
Triggers the automation when a subscription is reactivated
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Instant
Subscription is updated in Memberful
Triggers the automation when a subscription is updated
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Instant
Subscription is deleted in Memberful
Triggers the automation when a subscription is deleted
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Instant
Member is created in Memberful
Triggers the automation when a new member is added
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Instant
Member is updated in Memberful
Triggers the automation when a member's profile is updated
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Instant
Member is deleted in Memberful
Triggers the automation when any member is removed from the system
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Instant
Order is purchased in Memberful
Triggers the automation when an order is purchased
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Instant
Order is refunded in Memberful
Triggers the automation when any order is refunded
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No action is available

What can you automate with Agile CRM + Memberful?

Streamline your creator workflow by connecting every member signup, subscription update, and order event directly to your CRM.

What you can automate?
🔄
Sync every new member straight into your CRM
Automatically create a contact in Agile CRM the moment a member is created in Memberful. Eliminate manual data entry and keep your customer database accurate.
📋
Capture detailed subscription and order info
Map member tiers, order amounts, and purchase dates into specific CRM fields. Ensure your team has full context for every customer interaction.
🔔
Alert your team instantly on key events
Send real-time notifications to team channels whenever a high-value subscription is created or renewed. Keep your entire team aligned on growth.
🔀
Route actions based on subscription tier
Trigger different Agile CRM deals or tasks depending on which membership plan a user selects. Personalize follow-ups based on specific customer value.
🔄
Keep contact records updated on renewals
Automatically update contact notes and lifecycle stages when a subscription renews or updates in Memberful. Maintain a clear timeline of customer engagement.
🏷️
Apply smart tags for automated segmentation
Add specific tags to Agile CRM contacts based on order purchases and subscription milestones. Target your marketing campaigns with precision.
⚠️
Handle cancellations and refunds smoothly
Instantly update CRM contact statuses and create follow-up tasks when subscriptions are deactivated or orders are refunded. Protect customer relationships.
🌐
Extend your workflow to external apps
Connect your Agile CRM and Memberful core flow with tools like Slack, Mailchimp, or Stripe to trigger multi-step business processes seamlessly.
And much more...

Who is Agile CRM + Memberful integration for?

Creators, membership managers, and sales teams save countless hours by syncing subscriber data and CRM records automatically without manual exports.

Performance marketers
Performance marketers
Membership coordinators
Membership coordinators
Agency account managers
Agency account managers
Creator business owners
Creator business owners
Sales development reps
Sales development reps
Customer success leads
Customer success leads
📈
Performance marketers
You're running campaigns across multiple creator channels but your CRM only updates when someone manually exports member lists, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new member lands in the CRM instantly and your data stays current.
Membership coordinators
You manage customer access and onboarding tickets daily, but finding out about new subscriptions too late leaves new members waiting for resources — this integration means every subscription event triggers immediate record creation so you can welcome members right away.
📊
Agency account managers
You answer to clients who want real-time visibility into new signups and order volumes, but compiling manual weekly reports leads to outdated updates — automating both apps means your dashboard records stay perfectly accurate around the clock.
🚀
Creator business owners
The volume of daily orders and renewals is too high for anyone to keep up by hand, leading to missed customer profiles and neglected follow-ups — connecting these apps means every transaction and membership status syncs without human intervention.
🤝
Sales development reps
You own the outreach process and depend on membership platforms to hand over high-value signups, but delayed notifications stall your initial outreach — this integration means new orders instantly create CRM deals so you can reach out while interest is peak.
🔍
Customer success leads
You need a reliable history of subscription renewals and refunds, but manual logging keeps leaving frustrating gaps in customer timelines — automating both apps means every lifecycle event is recorded accurately in your CRM database.
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 + Memberful

Build and manage your Agile CRM + Memberful 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 + Memberful 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Agile CRM to Memberful?
Frequently Asked Questions
You can connect Agile CRM to Memberful in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for you. It also integrates seamlessly with Stripe, Slack, Mailchimp, and 1,500+ other apps.
Can I automatically create Agile CRM contacts when a new member joins Memberful?
Frequently Asked Questions
Can I connect Agile CRM, Memberful, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Memberful?
Frequently Asked Questions
How are contact details updated in Agile CRM from Memberful subscriptions?
Frequently Asked Questions
Can I track order refunds and cancellations from Memberful in Agile CRM?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Memberful?
Frequently Asked Questions
Is the Agile CRM and Memberful integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Memberful With 1500+ Other Apps

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Memberful
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Sync Memberful with payment gateways, email marketing, and community tools to run your creator business.
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