Agile CRM + Mention Integration
Integrate Agile CRM to Mention in one click, or tell Integrately AI how you want each contact handled. Turn online mentions into leads, create contacts and deals automatically, alert your team, and track brand engagement without manual data entry.
Free forever.Use premium features free for 14 days.1.
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
Alert is added in Mention- Mention is created in Mention
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- 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
- Create alert in Mention
Trusted by experts at...
Ready Workflows for Agile CRM + Mention Integration
Capture brand mentions as new CRM contacts, create deals, update company records, and alert your team, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 + Mention flow
Connect customer data, marketing campaigns, and team alerts after your core pair runs. Pick a combination and activate it in one click.
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HubSpot (6)
HubSpot (6) +
Mailchimp (5)
Mailchimp (5) +
Slack (5)
Slack (5) +
Google Sheets (5)
Google Sheets (5) +
Typeform (5)
Typeform (5) +
Calendly (5)
Calendly (5) M
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Create a HubSpot contact for every new mention in Mention, and add the contact in Agile CRM
Every new mention in Mention becomes a contact in HubSpot and Agile CRM instantly, removing manual data entry.
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Create a HubSpot task for every new mention in Mention, and log a note in Agile CRM
Turn brand mentions into actionable HubSpot tasks and Agile CRM notes so your team follows up immediately.
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When a deal milestone changes in Agile CRM, create an alert in Mention and update the HubSpot deal
Keep HubSpot deals synchronized when Agile CRM deals move through your sales pipeline stages.
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Create a HubSpot company for every new company in Agile CRM, and track mentions in Mention
Keep company records aligned across Agile CRM, Mention, and HubSpot without duplicate data entry.
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If an Agile CRM contact is tagged VIP, create a high-priority HubSpot task and log the mention
Route high-value contacts straight to HubSpot tasks and keep mentions tracked in Mention automatically.
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Use Claude to summarise every new mention in Mention, save it in Agile CRM, and create a HubSpot task
Extract insights from brand mentions using Claude, store them in Agile CRM, and create actionable HubSpot tasks.
Supported triggers and actions for Agile CRM and Mention
Mix and match to build the exact automation you need
Agile CRM Triggers & Actions
Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
Try it → What can you automate with Agile CRM + Mention?
Turn online brand discussions into structured CRM leads, synchronized deals, and automated team notifications.
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Turn brand mentions into CRM contacts automatically
Capture online conversations from Mention and create corresponding contact records in Agile CRM the moment they occur. Eliminate manual data entry and ensure your sales pipeline never misses a potential lead.
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Capture every submitted field and mention context
Map all available mention details, source URLs, and author information directly into Agile CRM notes and custom fields. Your CRM database becomes a rich repository for follow-up and engagement analysis.
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Notify your sales team the second a mention arrives
Alert your team members in real time when high-priority brand mentions or customer inquiries are detected. Ensure rapid response times for every critical conversation happening online.
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Route leads based on mention sentiment or score
Send positive mentions to priority sales queues in Agile CRM while routing general brand alerts to marketing logs. Customize your workflows based on the specific content and tone of each online discussion.
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Keep deal stages and contact records synchronized
Update Agile CRM deals and contact milestones automatically whenever brand engagement shifts or alerts change. Maintain perfect alignment across your entire sales and marketing stack.
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Add or update records without creating duplicates
Search existing Agile CRM databases before creating new records to prevent duplicate contacts and companies. Keep your CRM clean, organized, and easy for your team to navigate.
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Handle later status changes and follow-up tasks
Create follow-up tasks, update deal milestones, or log notes in Agile CRM when brand alerts are resolved or escalated. Manage the complete lifecycle of online leads without manual oversight.
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Extend your workflow with popular productivity apps
Connect Agile CRM and Mention with supporting tools like Slack, Google Sheets, or HubSpot to build powerful multi-app pipelines. Share data and alerts wherever your team works best.
And much more...
Who is Agile CRM + Mention integration for?
Marketing and sales teams connect Agile CRM and Mention to turn brand conversations into qualified leads and actionable CRM records without manual data entry.
Performance marketers
Sales representatives
Account managers
Customer support leads
Business development managers
Operations leads
📈
Performance marketers
You're running brand monitoring campaigns across online channels but your CRM only updates when someone manually exports mention logs, so the lead counts you're reviewing are always hours behind — this integration means every online mention lands in your CRM instantly and your campaign data stays current.
⚡
Sales representatives
You need to reach out to potential leads as soon as they discuss your brand online, but monitoring feeds and CRM records live in separate tools so you always find out too late — with this integration, every brand mention triggers an immediate contact creation so your team can follow up first.
📊
Account managers
You answer to clients who want to see real-time progress on brand sentiment and campaign reach, but compiling manual reports takes hours every week — automating both apps means your tracking sheets and CRM updates update automatically so your client reviews are always ready.
📨
Customer support leads
The volume of online product mentions and support inquiries is too high for anyone to keep up with by hand, leading to missed tickets and delayed responses — automating both apps means every mention and case is logged and routed instantly so nothing falls through the cracks.
🤝
Business development managers
You own the sales pipeline stage and depend on marketing teams to hand over online leads from brand monitoring tools, but manual handoffs cause frustrating delays — connecting these apps means every mention becomes a structured deal record the moment it appears.
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Operations leads
You need a reliable customer history across your marketing and CRM stacks, but manual data transfers keep leaving gaps in your records — automating both apps means every contact, deal, and mention syncs seamlessly to keep your database complete and accurate.
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 + Mention
Build and manage your Agile CRM + Mention automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Agile CRM + Mention with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect Agile CRM + Mention Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Agile CRM to Mention?
You can connect Agile CRM to Mention in 1-click using ready automation templates on Integrately or by asking Integrately AI to build the integration for you. It takes just minutes to link your accounts along with popular apps like Slack, Google Sheets, and HubSpot.
Can I automatically create Agile CRM contacts from new Mention brand alerts?
Can I connect Agile CRM, Mention, and Slack?
What is a good Zapier alternative for Agile CRM and Mention?
How does Agile CRM handle new contacts created from Mention alerts?
Can I track brand alerts and update deal stages between Mention and Agile CRM?
Do I need coding skills to automate Agile CRM and Mention?
Is the Agile CRM and Mention integration free?
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