Agile CRM + PerkZilla Integration

Connect Agile CRM to PerkZilla - 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. With PerkZilla automations, you can streamline data collection, transformation, and analysis from various sources. Combine the benefits of both with Integrately’s Agile CRM + PerkZilla integration.
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Agile CRM + PerkZilla Integration

Create PerkZilla contact for new Agile CRM contact

If you're using Agile CRM to manage your sales leads, it's important to also use PerkZilla 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 PerkZilla.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Agile CRM + PerkZilla Integration
1.
  • Agile CRM
    Contact is created in Agile CRM

    Triggers the automation when a new contact is created

  • Agile CRM
    Tag is added to contact in Agile CRM

    Triggers the automation when a tag is added

  • Agile CRM
    Deal is created in Agile CRM

    Triggers the automation when a deal is created

  • Agile CRM
    Deal milestone is changed in Agile CRM

    Triggers the automation when a deal milestone is changed

  • Agile CRM
    Task is created in Agile CRM

    Triggers the automation when a new task is created

  • Agile CRM
    Event is created in Agile CRM

    Triggers the automation when a new event is created

  • Agile CRM
    Case is created in Agile CRM

    Triggers the automation when a new case is created

  • PerkZilla
    Subscriber is created in campaign in PerkZilla

    Triggers the automation when a new subscriber is created in a campaign

  • PerkZilla
    Campaign is created in PerkZilla

    Triggers the automation when a new campaign is created

2.
  • Agile CRM
    Create contact in Agile CRM

    Adds a new contact to the database

  • Agile CRM
    Update contact in Agile CRM

    Updates contact information with new details

  • Agile CRM
    Add score to contact in Agile CRM

    Assigns a score to a contact

  • Agile CRM
    Add tag to contact in Agile CRM

    Assigns a tag to a contact

  • Agile CRM
    Create deal in Agile CRM

    Generates a new deal with

  • Agile CRM
    Create task in Agile CRM

    Creates a new task

  • Agile CRM
    Add note in Agile CRM

    Adds a note to the selected item

  • Agile CRM
    Search contact in Agile CRM

    Finds and retrieves contact information

  • Agile CRM
    Search company in Agile CRM

    Finds information about a company

  • Agile CRM
    Create company in Agile CRM

    Generates a new company profile with given details

  • Agile CRM
    Subscribe to campaign in Agile CRM

    Subscribes to a campaign

  • Agile CRM
    Add event in Agile CRM

    Schedule an event

  • PerkZilla
    Get campaign subscriber by referral id in PerkZilla

    Retrieves a campaign subscriber's information using their referral id

  • PerkZilla
    Get campaign subscriber referrals in PerkZilla

    Retrieves the referrals generated by campaign subscribers

  • PerkZilla
    Get campaign subscriber by email in PerkZilla

    Retrieves subscriber information based on their email address

  • PerkZilla
    Create subscriber in campaign in PerkZilla

    Adds a new subscriber to a email campaign

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

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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