Agile CRM + MemberVault Integration

Connect Agile CRM to MemberVault in 1 click

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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
  • MemberVault
    User is added to a product in MemberVault Instant
  • MemberVault
    User email consent is added in MemberVault Instant
  • MemberVault
    Lesson is completed by user in MemberVault Instant
  • MemberVault
    Hot lead is created in MemberVault Instant
  • MemberVault
    User has reached the configured EP number in MemberVault Instant
  • MemberVault
    Module is completed by user in MemberVault Instant
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2.

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Ready Workflows Ready Workflows   for Agile CRM + MemberVault Integration

Just click on the workflow you want to automate

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

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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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular MemberVault Automations from
Integrately Community

Most popularmost-popular-automations
01
MemberVault logo
WooCommerce logo
Create WooCommerce customer for new MemberVault product user
02
MemberVault logo
Workiom logo
Create Workiom record for new MemberVault product user
03
Authorize.Net logo
MemberVault logo
Create MemberVault product user for new Authorize.Net order
04
MemberVault logo
Trello logo
Create Trello card for new MemberVault product user
05
MemberVault logo
ClickSend SMS logo
Send ClickSend SMS message for new MemberVault product user
cloud
MemberVault
app integration
06
MemberVault logo
Twilio logo
Send Twilio sms for new MemberVault product user
07
MemberVault logo
sms77 logo
Send sms77 message for new MemberVault product user
08
MemberVault logo
SMS Idea logo
Send SMS Idea message for new MemberVault product user
09
MemberVault logo
Telnyx logo
Send Telnyx message for new MemberVault product user
10
MemberVault logo
Burst SMS logo
Send Burst SMS message for new MemberVault product user
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or MemberVault With 1400+ Other Apps

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