Agile CRM + MemberVault Integration

Connect Agile CRM to MemberVault in 1 click

Integrate Agile CRM + MemberVault For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Agile CRM + MemberVault Workflows

Create MemberVault product user for new Agile CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.

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When Contact is created in Agile CRM > Check condition > Add user to product in MemberVault

Agile CRM + MemberVault Integration

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Create Your Own Agile CRM & MemberVault Integration Without Any Code

Create Custom Workflow

Contact is created in Agile CRM
Tag is added to contact in Agile CRM
Deal is created in Agile CRM
Deal milestone is changed in Agile CRM
Task is created in Agile CRM
Event is created in Agile CRM
Case is created in Agile CRM
User is added to a product in MemberVault Instant
User email consent is added in MemberVault Instant
Lesson is completed by user in MemberVault Instant
Hot lead is created in MemberVault Instant
User has reached the configured EP number in MemberVault Instant
Module is completed by user in MemberVault Instant

Create contact in Agile CRM
Update contact in Agile CRM
Add score to contact in Agile CRM
Add tag to contact in Agile CRM
Create deal in Agile CRM
Create task in Agile CRM
Add note in Agile CRM
Search contact in Agile CRM
Search company in Agile CRM
Create company in Agile CRM
Subscribe to campaign in Agile CRM
Add event in Agile CRM
Add user to product in MemberVault
Remove user from product in MemberVault

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

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2,000 Tasks

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Integrate Agile CRM & MemberVault In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or MemberVault With 1200+ Other Apps

Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.

See Agile CRM Integrations

MemberVault is your one stop shop for all your digital products needs. You can manage, deliver and track all of your courses, memberships and digital assets with ease, so you can spend more time doing what you love.

See MemberVault Integrations