Agile CRM + Refersion Integration

Connect Agile CRM to Refersion in 1 click

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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
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
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2.

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Ready Workflows Ready Workflows   for Agile CRM + Refersion Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Agile CRM + Refersion Integration

Create Refersion affiliate for new Agile CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Our team can create automations for you... At no extra cost!

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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular Refersion Automations from
Integrately Community

Most popularmost-popular-automations
01
Moodle logo
Refersion logo
Create Refersion affiliate from new Moodle student enrollment
02
Authorize.Net logo
Refersion logo
Create Refersion affiliate for new Authorize.Net order
03
Recurly logo
Refersion logo
Create Refersion affiliate for new Recurly order
04
WooCommerce logo
Refersion logo
Create Refersion affiliate for new WooCommerce customer
05
WordPress logo
Refersion logo
Create Refersion affiliate for new WordPress user
cloud
Refersion
app integration
06
CompanyHub logo
Refersion logo
Create Refersion affiliate for new CompanyHub record
07
Refersion logo
Google Chat logo
Send Google Chat message for new Refersion affiliate
08
Refersion logo
Zoho Sheet logo
Create Zoho Sheet row for new Refersion affiliate
09
Quickblog logo
Refersion logo
Create Refersion affiliate for new Quickblog user
10
Refersion logo
Desku.io logo
Create Desku.io ticket for new Refersion affiliate
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Refersion With 1400+ Other Apps

Agile CRM
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
Refersion
Refersion
Refersion is a powerful affiliate network management solution. It's designed to give merchants complete control over all aspects of their affiliate marketing programs, helping them grow and manage profitable affiliate networks.