Agile CRM + Sendlane Integration

Integrate Agile CRM to Sendlane in one click, or tell Integrately AI how you want each contact handled. Create subscribers, update email lists, trigger targeted campaigns, and track engagement automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Sendlane
    Contact is saved in Sendlane Instant
  • Sendlane
    Tag is added to a contact in Sendlane Instant
  • Sendlane
    Tag is removed in Sendlane Instant
Arrow Right
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
  • Sendlane
    Create subscriber in Sendlane
  • Sendlane
    Unsubscribe contact in Sendlane

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Ready Workflows Ready Workflows for Agile CRM + Sendlane Integration

Create subscribers, add tags, update contact records, trigger email campaigns, and keep your lists organised, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + Sendlane Integration

Create Sendlane contact for new Agile CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Agile CRM + Sendlane flow

Sync ecommerce checkouts, payment records, form submissions, and team alerts with your email and CRM data. Pick a combination and activate it in one click.

Agile CRM
Sendlane
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ShopifyShopify (4)
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StripeStripe (4)
+
Google CalendarGoogle Calendar (4)
+
CalendlyCalendly (4)
+
TypeformTypeform (4)
+
SlackSlack (4)
S
A
S
When a new Shopify order is placed, create a contact in Agile CRM and create a subscriber in Sendlane
New Shopify orders automatically create contacts in Agile CRM and subscribers in Sendlane within seconds, eliminating manual data entry.
S
A
S
When a Shopify customer is updated, update the contact in Agile CRM and create a subscriber in Sendlane
Keep Agile CRM and Sendlane synchronised whenever customer details change in Shopify.
S
A
S
When a Shopify order is fulfilled, add a tag to the contact in Agile CRM and create a subscriber in Sendlane
Mark fulfilled orders by adding tags in Agile CRM while keeping Sendlane subscriber lists updated.
S
A
S
When a Shopify refund is issued, update the contact in Agile CRM and unsubscribe the contact in Sendlane
Handle refunds smoothly by updating Agile CRM records and unsubscribing contacts in Sendlane.

Supported triggers and actions for Agile CRM and Sendlane

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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Sendlane
Sendlane Triggers & Actions
Instant
Contact is saved in Sendlane
Triggers the automation when a contact is saved
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Instant
Tag is added to a contact in Sendlane
Triggers the automation when a tag is added
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Instant
Tag is removed in Sendlane
Triggers the automation when a tag is added
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Create subscriber in Sendlane
Adds new users to the subscription list
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Unsubscribe contact in Sendlane
Removes contact from mailing list
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What can you automate with Agile CRM + Sendlane?

Automate your lead management and email subscriber workflows to keep your CRM data and email lists fully synchronised.

What you can automate?
🔄
Sync contacts and email subscribers instantly
Create a Sendlane subscriber automatically whenever a contact is created in Agile CRM. Eliminate manual copy-pasting between your customer relationship management platform and email automation software.
📋
Capture every submitted contact field
Map names, email addresses, phone numbers, and custom fields from Agile CRM straight into Sendlane. Ensure your email lists contain complete customer profile details for precise targeting.
🔔
Trigger instant team notifications
Alert your sales and marketing channels the moment a new contact is added or a deal milestone changes. Keep your entire team informed of important customer milestones without checking multiple dashboards.
🔀
Route records based on submitted tags
Perform different actions depending on tags added to contacts in Agile CRM. Segment your Sendlane subscriber lists automatically based on customer behavior and lead attributes.
🔄
Keep contact records up to date
Update contact information across both Agile CRM and Sendlane whenever changes occur. Maintain consistent data hygiene without manual spreadsheet updates.
🚫
Prevent duplicate subscriber records
Search existing databases before creating new entries to avoid duplicate contacts and subscribers. Keep your marketing lists clean and compliant.
⏱️
Handle subscription and unsubscribe events
Automatically unsubscribe contacts in Sendlane when deals are lost or statuses change in Agile CRM. Keep your email marketing lists accurate and GDPR compliant.
🔌
Extend workflows to external apps
Connect your Agile CRM and Sendlane workflow with popular tools like Shopify or Stripe. Trigger multi-app pipelines that span ecommerce, payments, and marketing.
And much more...

Who is Agile CRM + Sendlane integration for?

This integration helps sales teams, marketers, and business owners streamline customer communication, eliminate manual data entry, and keep marketing lists perfectly synchronised.

Sales Managers
Sales Managers
Email Marketing Specialists
Email Marketing Specialists
Account Managers
Account Managers
Customer Support Leads
Customer Support Leads
Business Development Reps
Business Development Reps
Operations Directors
Operations Directors
📈
Sales Managers
You're reviewing pipeline reports and tracking lead progression, but your contact database only updates when someone manually exports records, so the metrics you're optimising against are always a few hours behind — with this integration, every new contact lands in both platforms instantly and your data stays current.
Email Marketing Specialists
You manage subscriber lists and launch targeted campaigns every day, but new leads created in your CRM take hours to reach your email tool, so your welcome sequences arrive too late — automating both apps means every new contact becomes a subscriber instantly and your engagement rates improve.
🤝
Account Managers
You answer to clients who want to see prompt follow-ups after initial meetings, but manual record updates slow down your onboarding process — connecting these apps means every customer interaction flows seamlessly into your database and client progress is always transparent.
📊
Customer Support Leads
The volume of new enquiries is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned contact records — automating both apps means every new enquiry is logged and subscribed instantly without manual intervention.
🎯
Business Development Reps
You own the next step in the sales cycle and depend on upstream lead creation to start outreach, but delays in data transfer stall your daily prospecting — with this integration, new contacts appear in your queue immediately so you can reach out while interest is high.
🗂️
Operations Directors
You need a reliable history of customer interactions across all systems, but manual data entry leaves frequent gaps in your records — this integration means every contact, tag, and subscriber event is recorded accurately and your audit trails remain complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Agile CRM + Sendlane

Build and manage your Agile CRM + Sendlane automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + Sendlane with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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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in $19.99

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Frequently Asked Questions

How do I connect Agile CRM to Sendlane?
Frequently Asked Questions
You can connect Agile CRM to Sendlane in 1 click using ready-made templates on Integrately or ask Integrately AI to build the automation for you. It also integrates smoothly with Shopify, Stripe, and Google Calendar.
Can I automatically create a Sendlane subscriber when a contact is created in Agile CRM?
Frequently Asked Questions
Can I connect Agile CRM, Sendlane, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Sendlane?
Frequently Asked Questions
How does Agile CRM handle contact creation and updates in integrations?
Frequently Asked Questions
How does Sendlane handle subscriber creation in automated workflows?
Frequently Asked Questions
Can I automate workflows between Agile CRM and Sendlane without coding?
Frequently Asked Questions
Is the Agile CRM and Sendlane integration free?
Frequently Asked Questions
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