Agile CRM + Raisely Integration

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Agile CRM + Raisely Integration

Create Raisely person for new Agile CRM contact

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

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 + Raisely Integration
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
  • Raisely
    New campaign is created in Raisely
  • Raisely
    Donation is created in Raisely Instant
  • Raisely
    New interactions is created in Raisely
  • Raisely
    Person is created in Raisely Instant
  • Raisely
    Profile is created in Raisely Instant
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
  • Raisely
    Create person in Raisely
  • Raisely
    Search person in Raisely
  • Raisely
    Update person in Raisely
  • Raisely
    Add tag in Raisely
  • Raisely
    Create offline donation in Raisely
  • Raisely
    Add interaction in Raisely
  • Raisely
    Search tag in Raisely
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