Agile CRM + PDFMonkey Integration

Connect Agile CRM to PDFMonkey - Automate your workflows in 1-click

Make use of Agile CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage PDFMonkey automations to simplify document sharing, feedback collection, and content creation. Combine the benefits of both with Integrately’s Agile CRM + PDFMonkey integration.

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Ready Workflows For Agile CRM + PDFMonkey Integration

Just click on the workflow you want to automate

Create PDFMonkey document for new Agile CRM contact

Agile CRM + PDFMonkey Integration

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Create PDFMonkey file for new Agile CRM deal

Agile CRM + PDFMonkey Integration

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Create Your Own Agile CRM & PDFMonkey Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Agile CRM
Triggers the automation whenever a new contact is created
Tag is added to contact in Agile CRM
Triggers the automation whenever a tag is added
Deal is created in Agile CRM
Triggers the automation whenever a deal is created
Deal milestone is changed in Agile CRM
Triggers the automation whenever a deal milestone is changed
Task is created in Agile CRM
Triggers the automation whenever a new task is created
Event is created in Agile CRM
Triggers the automation whenever a new event is created
Case is created in Agile CRM
Triggers the automation whenever a new case is created
Document is generated in PDFMonkey
Triggers the automation whenever a new document is created

Create contact in Agile CRM
Automatically adds a new contact to the database
Update contact in Agile CRM
Automatically updates contact information with new details
Add score to contact in Agile CRM
Automatically assigns a score to a contact
Add tag to contact in Agile CRM
Automatically assigns a tag to a contact
Create deal in Agile CRM
Automatically generates a new deal with
Create task in Agile CRM
Automatically creates a new task
Add note in Agile CRM
Automatically adds a note to the selected item
Search contact in Agile CRM
Automatically finds and retrieves contact information
Search company in Agile CRM
Automatically find information about a company
Create company in Agile CRM
Automatically generates a new company profile with given details
Subscribe to campaign in Agile CRM
Automatically subscribes to a campaign
Add event in Agile CRM
Automatically schedule an event
Generate document in PDFMonkey
Automatically creates a new document with particular content
Delete document in PDFMonkey
Automatically removes a particular document from the system
Search document in PDFMonkey
Automatically locate and retrieve document based on search criteria

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Agile CRM & PDFMonkey In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or PDFMonkey 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

PDFMonkey is a simple and easy-to-use document generation platform. Use the app to quickly create documents like invoices, receipts and contracts. You can also use it to generate PDFs from websites or any other source on your computer.

See PDFMonkey Integrations