Agile CRM + Prefinery Integration

Connect Agile CRM to Prefinery - 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. Set up Prefinery automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Combine the benefits of both with Integrately’s Agile CRM + Prefinery integration.
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Agile CRM + Prefinery Integration

Create Prefinery user for new Agile CRM contact

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

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 + Prefinery 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

  • Prefinery
    User is created in Prefinery

    Triggers the automation when a new user is created

    Instant
  • Prefinery
    User applied for campaign in Prefinery

    Triggers the automation when a user applies for a prelaunch or referral campaign

    Instant
  • Prefinery
    User is invited in Prefinery

    Triggers the automation when a user is invited

    Instant
  • Prefinery
    User actively participates in Prefinery

    Triggers the automation when a user actively participates in an event

    Instant
  • Prefinery
    User is rejected in Prefinery

    Triggers the automation when a user is rejected

    Instant
  • Prefinery
    User has resubscribed in Prefinery

    Triggers the automation when a user re-subscribes

    Instant
  • Prefinery
    User is suspended in Prefinery

    Triggers the automation when user account is suspended

    Instant
  • Prefinery
    User is unconfirmed in Prefinery

    Triggers the automation when a user is unconfirmed

    Instant
  • Prefinery
    User is updated in Prefinery

    Triggers the automation when the details of any are updated

    Instant
  • Prefinery
    User is imported in Prefinery

    Triggers the automation when a new user is imported

    Instant
  • Prefinery
    User is deleted in Prefinery

    Triggers the automation when any user is deleted

    Instant
  • Prefinery
    Referral created in Prefinery

    Triggers the automation when a referral is created

    Instant
  • Prefinery
    Reward earned in Prefinery

    Triggers the automation when a reward is earned

    Instant
  • Prefinery
    Reward delivered in Prefinery

    Triggers the automation when a reward is delivered

    Instant
  • Prefinery
    Reward revoked in Prefinery

    Triggers the automation when a reward is taken away

    Instant
  • Prefinery
    User has unsubscribed in Prefinery

    Triggers the automation when a user unsubscribes from emails

    Instant
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

  • Prefinery
    Create user in Prefinery

    Generates a new user account

  • Prefinery
    Unsubscribe user in Prefinery

    Removes user from mailing list

  • Prefinery
    Trigger rewards in Prefinery

    Initiates rewards

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750 Tasks
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Integrate Agile CRM & Prefinery In 1 Click
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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Prefinery With 1200+ Other Apps

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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
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Prefinery is a ready-to-go automated referral platform that will help you get more users, on autopilot. Generate referrals and promote your app with multiple options of sharing the unique referral link.

See Prefinery Integrations

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