Agile CRM + Softr Integration

Connect Agile CRM to Softr - Automate your workflows in 1-click

Make use of Agile CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Skip the manual back and forth! Easily automate the flow of data between Agile CRM & Softr using Integrately.

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Ready Workflows For Agile CRM + Softr Integration

Just click on the workflow you want to automate

Create Softr user for new Agile CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agile CRM - Softr integration, anytime a new Agile CRM contact is created, an Softr user should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When Contact is created in Agile CRM > Check condition > Create user in Softr

Agile CRM + Softr Integration

Activate

1of1

Create Your Own Agile CRM & Softr Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Agile CRM
Triggers the automation when a new contact is created
Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
Deal is created in Agile CRM
Triggers the automation when a deal is created
Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
Task is created in Agile CRM
Triggers the automation when a new task is created
Event is created in Agile CRM
Triggers the automation when a new event is created
Case is created in Agile CRM
Triggers the automation when a new case is created

Create contact in Agile CRM
Adds a new contact to the database
Update contact in Agile CRM
Updates contact information with new details
Add score to contact in Agile CRM
Assigns a score to a contact
Add tag to contact in Agile CRM
Assigns a tag to a contact
Create deal in Agile CRM
Generates a new deal with
Create task in Agile CRM
Creates a new task
Add note in Agile CRM
Adds a note to the selected item
Search contact in Agile CRM
Finds and retrieves contact information
Search company in Agile CRM
Finds information about a company
Create company in Agile CRM
Generates a new company profile with given details
Subscribe to campaign in Agile CRM
Subscribes to a campaign
Add event in Agile CRM
Schedule an event
Create user in Softr
Generates a new user account
Delete user in Softr
Removes a user from the system

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

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Integrate Agile CRM & Softr 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 Softr 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

Softr helps build custom apps for your business. With its easy-to-use platform, you don't need to spend hours learning a new tool or stitching together multiple software programs. Easily turn your Airtable or Google Sheets into apps, or portals.

See Softr Integrations