Agile CRM + Outreach Integration

Integrate Agile CRM to Outreach in one click, or tell Integrately AI how you want each contact handled. Create prospects, add them to sequences, update records, and log activities automatically.

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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
  • Outreach
    Prospect is added in Outreach Instant
  • Outreach
    Prospect is updated in Outreach Instant
  • Outreach
    Call is created in Outreach Instant
  • Outreach
    Task is added in Outreach Instant
  • Outreach
    Opportunity is added in Outreach Instant
  • Outreach
    Account is added in Outreach Instant
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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
  • Outreach
    Add prospect to sequence in Outreach
  • Outreach
    Add prospect in Outreach
  • Outreach
    Update prospect in Outreach
  • Outreach
    Get prospect by Id in Outreach
  • Outreach
    Add account in Outreach
  • Outreach
    Add opportunity in Outreach
  • Outreach
    Get opportunity by Id in Outreach
  • Outreach
    Search opportunity by name in Outreach
  • Outreach
    Add task in Outreach
  • Outreach
    Search sequence in Outreach
  • Outreach
    Search prospect by email in Outreach

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Ready Workflows Ready Workflows for Agile CRM + Outreach Integration

Capture leads, create prospects, update contact details, trigger sequence steps, and sync records, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + Outreach Integration

Create Outreach contact for new Agile CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your Agile CRM + Outreach flow

Connect your core sales and CRM data to messaging, support, calendar, and productivity tools to streamline your pipeline. Pick a combination and activate it in one click.

Agile CRM
Outreach
+
SalesforceSalesforce (6)
+
HubspotHubspot (5)
+
CalendlyCalendly (4)
+
ZoomZoom (4)
+
SlackSlack (4)
+
GmailGmail (4)
A
O
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Add every new Agile CRM contact to Outreach, and create a lead in Salesforce automatically
New Agile CRM contacts appear in Outreach and Salesforce within seconds, eliminating manual data entry across platforms.
A
O
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Create an Outreach prospect and a Salesforce task when a deal is created in Agile CRM
Every new Agile CRM deal automatically provisions an Outreach prospect and opens a follow-up task in Salesforce.
A
O
S
When an Agile CRM deal milestone changes, update the Outreach prospect and Salesforce opportunity
Deal progress in Agile CRM instantly updates your Outreach prospect status and Salesforce opportunity stage.
A
O
S
Create a Salesforce account and add an Outreach prospect when a company is created in Agile CRM
New company records in Agile CRM automatically generate accounts in Salesforce and prospects in Outreach.
A
O
C
S
Use Claude to analyse Agile CRM contact enquiries, add an Outreach prospect, and create a qualified Salesforce lead
Claude evaluates incoming Agile CRM contacts before creating an Outreach prospect and a qualified Salesforce lead.
A
O
S
S
Turn every won Agile CRM deal into an Outreach prospect, create a Salesforce opportunity, and notify Slack
Won deals in Agile CRM trigger Outreach updates, Salesforce opportunities, and instant Slack team announcements.

Supported triggers and actions for Agile CRM and Outreach

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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Outreach
Outreach Triggers & Actions
Instant
Prospect is added in Outreach
Triggers the automation when a new prospect is added
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Instant
Prospect is updated in Outreach
Triggers the automation when a prospect is updated
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Instant
Call is created in Outreach
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Instant
Task is added in Outreach
Triggers the automation when a new task is added
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Instant
Opportunity is added in Outreach
Triggers the automation when a new opportunity is created
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Instant
Account is added in Outreach
Triggers the automation when a new account is added
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Add prospect to sequence in Outreach
Adds a potential client to a predefined email sequence
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Add prospect in Outreach
Adds a new potential client or customer to your database
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Update prospect in Outreach
Updates prospect details with new information
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Get prospect by Id in Outreach
Retrieves a prospect's information using their id
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Add account in Outreach
Creates a new user account
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Add opportunity in Outreach
Adds a new opportunity to the system with a single click
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Get opportunity by Id in Outreach
Retrieves a opportunity's details by its id
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Search opportunity by name in Outreach
Searches for a opportunity by its name
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Add task in Outreach
Creates a new task with relevant information
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Search sequence in Outreach
Searches for a sequence
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Search prospect by email in Outreach
Searches for prospects using their email address
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What can you automate with Agile CRM + Outreach?

Streamline your sales pipeline by automating prospect creation, deal tracking, sequence updates, and data synchronization between Agile CRM and Outreach.

What you can automate?
🔄
Sync Agile CRM contacts to Outreach prospects automatically
Every time a new contact is created in Agile CRM, an Outreach prospect is created instantly. Eliminate manual copying and start engaging leads faster.
📋
Capture every submitted field and contact detail
Map custom fields, tags, and notes from Agile CRM into Outreach instead of just names and emails. Your engagement records become much more comprehensive.
🔔
Tell the right sales rep as soon as it happens
Trigger instant notifications or tasks in your workspace the moment an Agile CRM deal milestone changes or a new task is created.
🔀
Route prospects based on submitted tags and criteria
Send enterprise contacts to specialised Outreach sequences and standard leads to general queues based on submitted Agile CRM tags.
🔄
Keep deal stages updated across both platforms
When deal milestones change in Agile CRM, your Outreach records update automatically to reflect current pipeline status.
🔍
Add or update records without creating duplicates
Search existing company and contact records before adding new entries, ensuring your databases remain clean and organised.
⏱️
Handle later deal milestone changes and updates
Automate downstream operations when deals are won, lost, or moved to advanced stages in Agile CRM.
🔌
Extend your workflow to Slack or Gmail
Connect Agile CRM and Outreach with Slack or Gmail to notify your team or send automated follow-up emails instantly.
And much more...

Who is Agile CRM + Outreach integration for?

Sales teams, account managers, and business developers who need to streamline prospect engagement and keep customer data synchronized across platforms without manual entry.

Sales Operations Managers
Sales Operations Managers
Outbound Sales Reps
Outbound Sales Reps
Account Executives
Account Executives
Business Development Representatives
Business Development Representatives
Sales Development Reps
Sales Development Reps
Revenue Operations Specialists
Revenue Operations Specialists
📈
Sales Operations Managers
You're tracking prospect metrics across multiple platforms but your pipeline reports only update when someone manually exports contacts, so the conversion rates you're analysing are always a few hours behind — with this integration, every new contact lands in Outreach instantly and your pipeline data stays current.
⚡
Outbound Sales Reps
You need to engage incoming leads immediately, but waiting for manual contact transfers means prospects go cold before you can reach out — with this integration, every new contact in Agile CRM instantly triggers Outreach sequences so you can connect while interest is highest.
🤝
Account Executives
You answer to sales directors who want to see live pipeline movement and deal progress across every connected workspace — with this integration, deal stage updates in Agile CRM automatically sync to Outreach records so your leadership always sees accurate numbers.
📊
Business Development Representatives
The volume of inbound leads is too high for anyone to keep up by hand, leading to missed follow-ups and lost pipeline opportunities — with this integration, every contact and task is processed automatically without manual data entry holding your team back.
🔄
Sales Development Reps
You own the outreach stage and depend on marketers or inbound forms to hand over clean contact details without delay — with this integration, contact creation in Agile CRM immediately populates Outreach so you can start sequencing right away.
🗂️
Revenue Operations Specialists
You need a reliable history of prospect interactions and keep finding gaps where manual updates were missed between systems — with this integration, every record update flows seamlessly between Agile CRM and Outreach without human error.
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Why choose Integrately to automate Agile CRM + Outreach

Build and manage your Agile CRM + Outreach 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 + Outreach 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
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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Agile CRM to Outreach?
Frequently Asked Questions
You can connect Agile CRM to Outreach in 1-click using ready-made templates on Integrately. Simply select the integration, authenticate both accounts, and activate your workflow instantly with optional AI assistance.
Can I automatically sync new Agile CRM contacts as Outreach prospects?
Frequently Asked Questions
Can I connect Agile CRM, Outreach, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Outreach?
Frequently Asked Questions
How are deal milestones handled between Agile CRM and Outreach?
Frequently Asked Questions
Can I update Outreach prospects when Agile CRM tasks are created?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Outreach?
Frequently Asked Questions
Is the Agile CRM and Outreach integration free?
Frequently Asked Questions
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