Agile CRM + SureCart Integration

Integrate Agile CRM to SureCart in one click, or tell Integrately AI how you want each contact handled. Sync your new contacts, create store customers, update subscriptions, and track orders 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
  • SureCart
    Customer is created in SureCart Instant
  • SureCart
    Customer is updated in SureCart Instant
  • SureCart
    Subscription is created in SureCart Instant
  • SureCart
    Subscription is activated in SureCart Instant
  • SureCart
    Subscription is canceled in SureCart Instant
  • SureCart
    Subscription is set to cancel in SureCart Instant
  • SureCart
    Subscription is updated in SureCart Instant
  • SureCart
    Order is created in SureCart Instant
  • SureCart
    Order is paid in SureCart Instant
  • SureCart
    Order is processing in SureCart Instant
  • SureCart
    Purchase is created in SureCart Instant
  • SureCart
    Purchase is invoked in SureCart Instant
  • SureCart
    Purchase is revoked in SureCart Instant
  • SureCart
    Refund is created in SureCart Instant
  • SureCart
    Refund is succeeded in SureCart Instant
  • SureCart
    Cancellation act is created in SureCart 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
  • SureCart
    Get product by ID in SureCart
  • SureCart
    Get customer by ID in SureCart
  • SureCart
    Search product in SureCart
  • SureCart
    Create product in SureCart
  • SureCart
    Update product in SureCart
  • SureCart
    Create customer in SureCart
  • SureCart
    Update customer in SureCart
  • SureCart
    Get line items for the order in SureCart
  • SureCart
    Search customer in SureCart

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Ready Workflows Ready Workflows for Agile CRM + SureCart Integration

Capture customer details, create new contacts, sync orders, and update subscriptions, all in just one click.

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

Create SureCart contact for new Agile CRM contact

Creating a new SureCart contact for every new Agile CRM contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Agile CRM - SureCart integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your SureCart and Agile CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Connect more apps to your Agile CRM + SureCart flow

Send store data to sheets, sync subscriptions with accounting, and alert your team on messaging apps when orders arrive. Pick a combination and activate it in one click.

Agile CRM
SureCart
+
Google SheetsGoogle Sheets (6)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
ZendeskZendesk (4)
A
S
G
When a contact is created in Agile CRM, create a customer in SureCart and log the details in Google Sheets.
New Agile CRM contacts appear in SureCart as customers while Google Sheets records the entry, keeping your sales and store data aligned without manual copying.
S
G
A
When an order is created in SureCart, log it in Google Sheets and add a note in Agile CRM.
SureCart store orders populate your Google Sheets tracker instantly while updating Agile CRM history, so customer activity remains visible across teams.
S
G
A
When a subscription is activated in SureCart, update the Google Sheets row and update the Agile CRM contact.
Active SureCart subscriptions update your Google Sheets records and refresh Agile CRM contact statuses automatically.
A
G
S
When a task is created in Agile CRM, log it in Google Sheets and retrieve the customer details from SureCart.
Agile CRM tasks populate Google Sheets logs while pulling matching SureCart customer data for complete review.
S
G
A
When a subscription is canceled in SureCart, update the Google Sheets log and add a note in Agile CRM.
Canceled SureCart subscriptions update your Google Sheets records and log a cancellation note in Agile CRM.
S
G
A
Use Claude to summarise new SureCart order details, log the summary in Google Sheets, and create an Agile CRM task.
Claude generates order briefs from SureCart purchases, saving them in Google Sheets and opening follow-up tasks in Agile CRM.

Supported triggers and actions for Agile CRM and SureCart

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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SureCart
SureCart Triggers & Actions
Instant
Customer is created in SureCart
Triggers the automation when a new customer is created
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Instant
Customer is updated in SureCart
Triggers the automation when customer details are updated
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Instant
Subscription is created in SureCart
Triggers the automation when a new subscription is created
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Instant
Subscription is activated in SureCart
Triggers the automation when a subscription is activated
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Instant
Subscription is canceled in SureCart
Triggers the automation when a subscription is canceled
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Instant
Subscription is set to cancel in SureCart
Triggers the automation when a subscription is set to cancel
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Instant
Subscription is updated in SureCart
Triggers the automation when a subscription is updated
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Instant
Order is created in SureCart
Triggers the automation when a new order is created
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Instant
Order is paid in SureCart
Triggers the automation when payment is made for any order
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Instant
Order is processing in SureCart
Triggers the automation when an order is being processed
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Instant
Purchase is created in SureCart
Triggers the automation when a new purchase is created
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Instant
Purchase is invoked in SureCart
Triggers the automation when a purchase is invoked
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Instant
Purchase is revoked in SureCart
Triggers the automation when any purchase is cancelled
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Instant
Refund is created in SureCart
Triggers the automation when a refund is initiated
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Instant
Refund is succeeded in SureCart
Triggers the automation when a refund is successfully processed
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Instant
Cancellation act is created in SureCart
Triggers the automation when an action is cancelled
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Get product by ID in SureCart
Retrieves product information by ID
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Get customer by ID in SureCart
Retrieves customer information by ID
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Search product in SureCart
Searches for a product
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Create product in SureCart
Generates and launch new products
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Update product in SureCart
Updates product information
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Create customer in SureCart
Adds a new customer to the database
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Update customer in SureCart
Updates a customer's information
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Get line items for the order in SureCart
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Search customer in SureCart
Locates and retrieves customer information
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What can you automate with Agile CRM + SureCart?

Streamline your customer data and e-commerce orders with ready-made automation workflows.

What you can automate?
🔄
Sync Agile CRM contacts to SureCart store accounts
Create a SureCart customer automatically whenever a new contact is created in Agile CRM, eliminating duplicate data entry between your marketing and e-commerce tools.
📦
Capture every order detail in your CRM
Map purchased line items and order totals from SureCart straight into Agile CRM contact notes, keeping purchase history visible for your entire team.
🔔
Alert your team when purchases arrive
Send instant notifications to your Slack sales channel whenever a new SureCart order is paid, ensuring prompt follow-up on high-value transactions.
🔀
Route customers based on purchase tiers
Add specific tags in Agile CRM depending on which SureCart subscription plan a customer selects, ensuring accurate segmentation for marketing.
📝
Keep subscription statuses updated
Update Agile CRM contact records automatically whenever a SureCart subscription is activated, canceled, or renewed, maintaining clean customer histories.
🔍
Search and update existing profiles
Search for existing contacts in Agile CRM before creating new SureCart records, preventing duplicate entries and keeping databases clean.
💳
Handle refunds and payment updates
Log refund notes in Agile CRM and adjust customer statuses the moment a refund is created in SureCart, keeping financial and CRM records aligned.
📊
Extend workflows to your spreadsheet app
Trigger automated Google Sheets logging whenever an Agile CRM contact or SureCart order is created, building comprehensive backup ledgers.
And much more...

Who is Agile CRM + SureCart integration for?

Connecting Agile CRM and SureCart eliminates manual data entry between your marketing contacts and e-commerce orders, keeping every team aligned.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
E-commerce store managers
E-commerce store managers
Customer support reps
Customer support reps
Operations leads
Operations leads
📈
Performance marketers
You're running acquisition campaigns but your CRM contacts and store orders only sync when someone manually exports lists, so the conversion counts you're reviewing are always outdated — with this integration, every new lead and customer lands in both systems instantly and your pipeline stays accurate.
Sales managers
Your team needs to reach out the moment a store purchase happens, but manual order checks mean reps find out hours later — automating both apps means every new order creates a CRM note instantly, so your reps can follow up while intent is high.
📋
Account executives
You report to stakeholders on client growth, but scattered subscription updates leave gaps in your progress tracking — connecting these apps means every customer status change updates your records automatically, giving you clear metrics for your reports.
🛒
E-commerce store managers
Order volume is too high for anyone to keep customer profiles updated by hand between store checkouts and CRM lists — this integration means every new purchase and subscription event syncs across platforms without manual intervention.
🎧
Customer support reps
You own post-purchase support and depend on sales to hand over customer details after store signups — automating both apps means every new subscriber record appears in your CRM immediately, so you can assist clients without delay.
🗂️
Operations leads
You need a reliable history of customer interactions, but missing touchpoints between your CRM and store platform create blind spots — connecting these apps means every order, contact, and subscription creates a unified audit trail.
Our team

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Why choose Integrately to automate Agile CRM + SureCart

Build and manage your Agile CRM + SureCart 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 + SureCart 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Agile CRM to SureCart?
Frequently Asked Questions
You can connect Agile CRM to SureCart using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build your custom workflow with Google Sheets, Slack, Stripe, and 1,500+ other apps.
Can I automatically create a SureCart customer when an Agile CRM contact is created?
Frequently Asked Questions
Can I connect Agile CRM, SureCart, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and SureCart?
Frequently Asked Questions
How does Agile CRM handle contact data during store purchases?
Frequently Asked Questions
Can SureCart subscription updates trigger Agile CRM actions?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and SureCart?
Frequently Asked Questions
Is the Agile CRM and SureCart integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or SureCart With 1500+ Other Apps

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SureCart
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Sync SureCart with accounting, shipping, and inventory platforms to streamline your online store operations.
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