Agile CRM + Omnisend Integration

Integrate Agile CRM to Omnisend in one click, or tell Integrately AI how you want each contact handled. Capture new contacts, sync subscriber lists, update campaign engagement, and trigger follow-up sequences 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
  • Omnisend
    Contact is created in Omnisend
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
  • Omnisend
    Create subscriber in Omnisend
  • Omnisend
    Trigger custom event in Omnisend

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Ready Workflows Ready Workflows for Agile CRM + Omnisend Integration

Capture leads, sync subscribers, update campaign tracking, notify your team, and trigger follow-ups, all in just one click.

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

Create Omnisend subscriber for new Agile CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Agile CRM + Omnisend flow

Bring customer data into your broader stack by connecting payment, form, and messaging tools to your core automation. Pick a combination and activate it in one click.

Agile CRM
Omnisend
+
ShopifyShopify (4)
+
TypeformTypeform (3)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
A
O
S
When a contact is created in Agile CRM, create a subscriber in Omnisend and create a customer in Shopify.
New Agile CRM contacts update Omnisend and create Shopify customer profiles instantly without manual entry.
A
O
S
Add an Agile CRM contact, create an Omnisend subscriber, and create a Shopify order.
Log new contacts as subscribers in Omnisend and generate a Shopify order automatically from Agile CRM.
A
O
S
When a tag is added to an Agile CRM contact, trigger an Omnisend event and update Shopify customer info.
Tagging contacts in Agile CRM triggers Omnisend custom events and updates Shopify records.
A
O
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Create a Shopify customer from new Agile CRM contacts and add them to Omnisend campaigns.
Sync new Agile CRM leads directly into Shopify and Omnisend for immediate campaign enrolment.

Supported triggers and actions for Agile CRM and Omnisend

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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Omnisend
Omnisend Triggers & Actions
Contact is created in Omnisend
Triggers the automation when a new contact is created
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Create subscriber in Omnisend
Adds new users to the subscription list
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Trigger custom event in Omnisend
Initiates a custom event
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What can you automate with Agile CRM + Omnisend?

Streamline your customer management and email marketing operations with powerful ready-made and custom automation workflows.

What you can automate?
🔄
Sync Agile CRM contacts to Omnisend subscribers
Automatically create an Omnisend subscriber the moment a new contact is created in Agile CRM. Keep your email marketing lists synchronized with your sales CRM effortlessly.
📋
Capture every submitted contact detail
Map all available contact fields between Agile CRM and Omnisend instead of just names and emails. Ensure your marketing lists contain complete demographic and custom field data.
🔔
Alert your team instantly on updates
Notify team members immediately when new deals open or milestone stages change in Agile CRM. Keep your sales and marketing squads aligned on high-priority prospects.
🔀
Route records based on submitted fields
Trigger different campaign actions or subscriber lists depending on specific tags or deal values submitted in Agile CRM. Customize your automation path for targeted marketing.
🔄
Keep subscriber information up to date
Update existing customer records across both platforms whenever contact details or tags change in Agile CRM. Prevent outdated information from disrupting your campaigns.
🚫
Add or update without creating duplicates
Search existing databases before creating new entries to ensure clean records across Agile CRM and Omnisend. Maintain an organized database without duplicate subscriber entries.
⏱️
Handle later lifecycle status changes
Trigger automated workflows when deal milestones change, tasks are completed, or customer tags are added in Agile CRM. Adapt your marketing engagement as prospects progress.
🔌
Extend flows to popular supporting apps
Connect your core Agile CRM and Omnisend workflow with Google Sheets, Shopify, Stripe, or Calendly. Build robust multi-app pipelines for complete business automation.
And much more...

Who is Agile CRM + Omnisend integration for?

Sales and marketing teams managing customer pipelines and email campaigns need seamless data flow between platforms to ensure no lead falls through the cracks.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
Ecommerce store owners
Ecommerce store owners
Marketing coordinators
Marketing coordinators
Customer success leads
Customer success leads
📈
Performance marketers
You're running campaigns across multiple channels but your reporting sheet only updates when someone manually exports contacts, so the row counts you're optimising against are always a few hours behind — this integration means every new contact flows instantly and your data stays current.
Sales development reps
You need to act fast on incoming prospects, but notification delays mean you find out about new leads hours too late — with this integration, every contact creates subscriber records instantly so you can follow up right away.
📊
Account managers
You answer to stakeholders who want to see live deal progress, but manual updates leave gaps in your pipeline visibility — automating both apps means every milestone change updates records immediately and gives clear visibility.
🛒
Ecommerce store owners
The volume of new customer registrations is too high for anyone to keep up by hand, leading to missed marketing triggers — this integration means every created contact and subscriber record is handled without manual effort.
🤝
Marketing coordinators
You own the email campaign execution and depend on sales teams to hand over new leads, resulting in frustrating communication bottlenecks — automating both apps means contact handoffs happen instantly without manual intervention.
📝
Customer success leads
You need a reliable customer history, but manual logging creates missing entries and incomplete interaction records — with this integration, every contact and event syncs reliably across your entire workflow.
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 + Omnisend

Build and manage your Agile CRM + Omnisend 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 + Omnisend 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 Omnisend?
Frequently Asked Questions
You can connect Agile CRM to Omnisend using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build the integration for you. It takes just minutes to set up.
Can I automatically sync my Agile CRM contacts to Omnisend?
Frequently Asked Questions
Can I connect Agile CRM, Omnisend, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Omnisend?
Frequently Asked Questions
How does Agile CRM handle contact creation triggers?
Frequently Asked Questions
How are Omnisend subscribers created from automation flows?
Frequently Asked Questions
Can I automate Agile CRM and Omnisend without coding?
Frequently Asked Questions
Is the Agile CRM and Omnisend integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or Omnisend With 1500+ Other Apps

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