Agile CRM + SharpSpring Integration

Integrate Agile CRM to SharpSpring in one click, or tell Integrately AI how you want each contact handled. Sync new contacts, update marketing pipelines, create deals, and trigger follow-ups automatically.

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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
  • SharpSpring
    Contact is created in SharpSpring
  • SharpSpring
    Account is created in SharpSpring
  • SharpSpring
    Opportunity is created in SharpSpring
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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
  • SharpSpring
    Create contact in SharpSpring
  • SharpSpring
    Update contact in SharpSpring
  • SharpSpring
    Search contact in SharpSpring
  • SharpSpring
    Create account in SharpSpring
  • SharpSpring
    Search account in SharpSpring
  • SharpSpring
    Update account in SharpSpring
  • SharpSpring
    Create opportunity in SharpSpring
  • SharpSpring
    Update opportunity in SharpSpring
  • SharpSpring
    Create campaign in SharpSpring
  • SharpSpring
    Search campaign in SharpSpring

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Ready Workflows Ready Workflows for Agile CRM + SharpSpring Integration

Capture new contacts, update accounts, sync deals, trigger campaigns, and manage marketing pipelines, all in just one click.

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

Create SharpSpring contact for new Agile CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your Agile CRM + SharpSpring flow

Connect leads to communication channels, finance tools, and project trackers the moment your core pair finishes updating. Pick a combination and activate it in one click.

Agile CRM
SharpSpring
+
Facebook Lead AdsFacebook Lead Ads (3)
+
TypeformTypeform (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
SlackSlack (3)
F
A
S
S
Add Facebook leads to Agile CRM contacts, create a SharpSpring contact, and notify your sales team in Slack
Every Facebook Lead Ads submission creates a contact in Agile CRM and SharpSpring instantly while alerting your sales team.
F
A
S
M
When a Facebook lead is captured, update Agile CRM, create a SharpSpring contact, and add a subscriber in Mailchimp
New Facebook leads flow directly into Agile CRM, SharpSpring, and Mailchimp without manual imports.
F
A
S
S
Use ChatGPT to qualify Facebook leads, create Agile CRM and SharpSpring contacts, and record them in Stripe
ChatGPT reviews new Facebook leads before Agile CRM, SharpSpring, and Stripe record the customer details.

Supported triggers and actions for Agile CRM and SharpSpring

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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SharpSpring
SharpSpring Triggers & Actions
Contact is created in SharpSpring
Triggers the automation when a new contact is created
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Account is created in SharpSpring
Triggers the automation when a new account is created
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Opportunity is created in SharpSpring
Triggers the automation when any opportunity is updated
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Create contact in SharpSpring
Adds a new contact to the database
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Update contact in SharpSpring
Updates contact information with new details
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Search contact in SharpSpring
Finds and retrieves contact information
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Create account in SharpSpring
Generates a new account
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Search account in SharpSpring
Searches for account information
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Update account in SharpSpring
Updates account information
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Create opportunity in SharpSpring
Creates a new instance of the support system
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Update opportunity in SharpSpring
Updates the opportunity details as needed
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Create campaign in SharpSpring
Generates and launch a new marketing campaign
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Search campaign in SharpSpring
Searches for a campaign
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What can you automate with Agile CRM + SharpSpring?

Streamline customer management and marketing campaigns with ready-made automation workflows designed for every stage of your pipeline.

What you can automate?
🔄
Sync contacts instantly between Agile CRM and SharpSpring
Every new contact created in Agile CRM appears in SharpSpring immediately. Eliminate manual data exports and keep your marketing lists fully synchronized.
📝
Capture every submitted form and contact field
Map all submitted form details and contact attributes directly into your CRM. Ensure your records contain complete customer data for better segmentation.
🔔
Alert your team the moment a deal updates
Notify sales reps and managers on Slack or email whenever deal milestones change in Agile CRM. Keep stakeholders informed without checking multiple dashboards.
🔀
Route records based on submitted criteria
Direct high-value prospects to priority campaigns while routing standard inquiries to general nurture lists. Automate segmentation based on real form responses.
🔄
Keep account details up to date across platforms
Automatically update contact records, account statuses, and opportunity details as customers move through your sales and marketing funnels.
🔍
Search and update instead of creating duplicates
Check existing databases before creating new records. Prevent duplicate contacts and keep your CRM database clean and organized.
💼
Handle opportunity milestones and deal stages
Automatically create deals, update milestones, and log notes when customer status changes occur across your marketing platform and CRM.
🔗
Extend your workflow to external apps
Connect your core automation flow to Slack, Stripe, Calendly, or Mailchimp. Build multi-step pipelines that handle payments, scheduling, and team notifications.
And much more...

Who is Agile CRM + SharpSpring integration for?

Teams managing customer relationships and marketing automation rely on this integration to eliminate manual data entry, keep pipelines synchronized, and accelerate follow-up times.

Marketing directors
Marketing directors
Sales representatives
Sales representatives
Operations managers
Operations managers
Growth teams
Growth teams
Account executives
Account executives
Customer success leads
Customer success leads
📈
Marketing directors
You're running multi-channel campaigns but your marketing platform and CRM data fall out of sync when leads are exported manually, so the conversion reports you review are always outdated — this integration means every new contact flows between Agile CRM and SharpSpring instantly and your analytics stay accurate.
⚡
Sales representatives
You need to engage incoming leads immediately, but you find out about form submissions hours after prospects convert because records aren't updated across platforms — automating both apps means every contact lands in Agile CRM and SharpSpring the moment they convert and your response times drop.
📊
Operations managers
You answer to executive stakeholders who want real-time visibility into pipeline growth, but manual record updates leave constant gaps in your tracking — connecting these apps means deal milestones and contact updates sync automatically across systems and reporting remains accurate.
🚀
Growth teams
The volume of inbound leads is too high for anyone to keep up with by hand, leading to missed follow-ups and lost pipeline revenue — with this integration, contact creation, deal updates, and campaign subscriptions happen instantly without manual effort.
🤝
Account executives
You own the sales conversation and depend on upstream marketing data to understand prospect intent, but missing form details stall your outreach — this integration means every interaction is logged accurately across Agile CRM and SharpSpring before your call begins.
📋
Customer success leads
You need a reliable history of customer interactions across touchpoints, but fragmented tools leave missing records in client histories — automating both apps means customer notes, tasks, and deal milestones stay unified in one complete profile.
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Why choose Integrately to automate Agile CRM + SharpSpring

Build and manage your Agile CRM + SharpSpring 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 + SharpSpring 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
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Agile CRM to SharpSpring?
Frequently Asked Questions
You can connect Agile CRM to SharpSpring in 1-click using ready-made templates on Integrately. Link your accounts, select a workflow, or ask Integrately AI to build custom automations connecting your CRM and marketing tools.
Can I automatically sync new contacts between Agile CRM and SharpSpring?
Frequently Asked Questions
Can I connect Agile CRM, SharpSpring, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and SharpSpring?
Frequently Asked Questions
How are contacts handled when updating Agile CRM and SharpSpring?
Frequently Asked Questions
Can I track marketing opportunities in SharpSpring from Agile CRM deals?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and SharpSpring?
Frequently Asked Questions
Is the Agile CRM and SharpSpring integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or SharpSpring With 1500+ Other Apps

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