Agile CRM + Refersion Integration

Connect Agile CRM to Refersion in 1 click

Integrate Agile CRM + Refersion For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Agile CRM + Refersion Workflows

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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When Contact is created in Agile CRM > Check condition > Create affiliate in Refersion

Agile CRM + Refersion Integration

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Create Your Own Agile CRM & Refersion Integration Without Any Code

Create Custom Workflow

Contact is created in Agile CRM
Tag is added to contact in Agile CRM
Deal is created in Agile CRM
Deal milestone is changed in Agile CRM
Task is created in Agile CRM
Event is created in Agile CRM
Case is created in Agile CRM
Affiliate is created in Refersion Instant
Conversion is created in Refersion Instant
Affiliate status is changed in Refersion Instant
Affiliate details are changed in Refersion Instant
Conversion is approved in Refersion Instant
Conversion is denied in Refersion Instant
Conversion trigger is created in Refersion Instant
Payment is created in Refersion Instant

Create contact in Agile CRM
Update contact in Agile CRM
Add score to contact in Agile CRM
Add tag to contact in Agile CRM
Create deal in Agile CRM
Create task in Agile CRM
Add note in Agile CRM
Search contact in Agile CRM
Search company in Agile CRM
Create company in Agile CRM
Subscribe to campaign in Agile CRM
Add event in Agile CRM
Create affiliate in Refersion
Search affiliate in Refersion
Get affiliate in Refersion
Add conversion cancellation in Refersion

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Agile CRM & Refersion 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 Refersion 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

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.

See Refersion Integrations