Agile CRM + Tapfiliate Integration

Integrate Agile CRM to Tapfiliate in one click, or tell Integrately AI how you want each contact handled. Track conversions, create customer profiles, update your CRM records, and streamline your affiliate workflows instantly.

Free foreverFree forever.
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
  • Tapfiliate
    Affiliate is created in Tapfiliate
  • Tapfiliate
    Affiliate payment is created in Tapfiliate
  • Tapfiliate
    Affiliate prospect is created in Tapfiliate
  • Tapfiliate
    Conversion is created in Tapfiliate
  • Tapfiliate
    Commission is created in Tapfiliate
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
  • Tapfiliate
    Create a conversion in Tapfiliate
  • Tapfiliate
    Create a customer in Tapfiliate
  • Tapfiliate
    Search affiliate prospect in Tapfiliate
  • Tapfiliate
    Set affiliate to group in Tapfiliate
  • Tapfiliate
    Uncancel a customer in Tapfiliate
  • Tapfiliate
    Get customer by ID in Tapfiliate
  • Tapfiliate
    Cancel a customer in Tapfiliate
  • Tapfiliate
    Get conversion by ID in Tapfiliate
  • Tapfiliate
    Search affiliate in Tapfiliate
  • Tapfiliate
    Search affiliate in a program in Tapfiliate
  • Tapfiliate
    Add commission to conversion in Tapfiliate
  • Tapfiliate
    Approve commission in Tapfiliate
  • Tapfiliate
    Disapprove commission in Tapfiliate

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready WorkflowsReady Workflows   for Agile CRM + Tapfiliate Integration

Capture contacts, create customer profiles, track conversions, update records, and manage affiliate payouts, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Agile CRM + Tapfiliate flow

Streamline lead capture, sync customer data across your stack, and automate affiliate tracking with connected tools. Pick a combination and activate it in one click.

Agile CRM
Tapfiliate
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
TypeformTypeform (4)
+
Google SheetsGoogle Sheets (4)
S
A
T
Create a customer in Tapfiliate and a contact in Agile CRM for every new Shopify order, and log it in Shopify.
New Shopify orders instantly generate customer profiles in Tapfiliate and contacts in Agile CRM without manual data entry.
S
A
T
When a Shopify customer is created, add them as a contact in Agile CRM and create a customer in Tapfiliate.
Keep Agile CRM and Tapfiliate updated automatically whenever a new customer registers on your Shopify store.
S
A
T
If a Shopify order status is paid, create a deal in Agile CRM and create a conversion in Tapfiliate.
Paid Shopify orders trigger deal creation in Agile CRM and register conversions in Tapfiliate automatically.
S
A
T
When a Shopify refund is issued, cancel the customer in Tapfiliate and update the contact in Agile CRM.
Refunded Shopify orders automatically update contact records in Agile CRM and cancel customer profiles in Tapfiliate.

Supported triggers and actions for Agile CRM and Tapfiliate

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
Try it →
Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
Try it →
Deal is created in Agile CRM
Triggers the automation when a deal is created
Try it →
Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
Try it →
Task is created in Agile CRM
Triggers the automation when a new task is created
Try it →
Event is created in Agile CRM
Triggers the automation when a new event is created
Try it →
Case is created in Agile CRM
Triggers the automation when a new case is created
Try it →
Create contact in Agile CRM
Adds a new contact to the database
Try it →
Update contact in Agile CRM
Updates contact information with new details
Try it →
Add score to contact in Agile CRM
Assigns a score to a contact
Try it →
Add tag to contact in Agile CRM
Assigns a tag to a contact
Try it →
Create deal in Agile CRM
Generates a new deal with
Try it →
Create task in Agile CRM
Creates a new task
Try it →
Add note in Agile CRM
Adds a note to the selected item
Try it →
Search contact in Agile CRM
Finds and retrieves contact information
Try it →
Search company in Agile CRM
Finds information about a company
Try it →
Create company in Agile CRM
Generates a new company profile with given details
Try it →
Subscribe to campaign in Agile CRM
Subscribes to a campaign
Try it →
Add event in Agile CRM
Schedule an event
Try it →
Tapfiliate
Tapfiliate Triggers & Actions
Affiliate is created in Tapfiliate
Triggers the automation when a new affiliate is created
Try it →
Affiliate payment is created in Tapfiliate
Triggers the automation when a new affiliate payment is created
Try it →
Affiliate prospect is created in Tapfiliate
Triggers the automation when a new affiliate prospect is created
Try it →
Conversion is created in Tapfiliate
Triggers the automation when a new conversation is initiated
Try it →
Commission is created in Tapfiliate
Triggers the automation when a new commission is created
Try it →
Create a conversion in Tapfiliate
Logs a new conversion
Try it →
Create a customer in Tapfiliate
Creates a new customer record
Try it →
Search affiliate prospect in Tapfiliate
Searches for potential affiliate partners for marketing collaboration
Try it →
Set affiliate to group in Tapfiliate
Sets an affiliate to a group
Try it →
Uncancel a customer in Tapfiliate
Uncancels a customer
Try it →
Get customer by ID in Tapfiliate
Retrieves customer information based on their unique id
Try it →
Cancel a customer in Tapfiliate
Cancel a customer's subscription or membership
Try it →
Get conversion by ID in Tapfiliate
Retrieves a conversion record by its id
Try it →
Search affiliate in Tapfiliate
Searches for a particular affiliate partner
Try it →
Search affiliate in a program in Tapfiliate
Searches for an affiliate in a program
Try it →
Add commission to conversion in Tapfiliate
Increase the final conversion amount with a set commission percentage
Try it →
Approve commission in Tapfiliate
Approve commission requests
Try it →
Disapprove commission in Tapfiliate
Disapproves commission payments based on predefined criteria
Try it →

What can you automate with Agile CRM + Tapfiliate?

Streamline your customer management and affiliate tracking with powerful, automated workflows.

What you can automate?
Sync new Agile CRM contacts to Tapfiliate
Automatically create a customer profile in Tapfiliate whenever a new contact is created in Agile CRM, eliminating manual data entry between your sales and affiliate systems.
📋
Capture every submitted contact detail
Map all available Agile CRM contact fields into Tapfiliate customer attributes instead of just names and emails, ensuring your affiliate records remain complete and useful.
🔔
Trigger notifications for affiliate events
Alert your team instantly when a new affiliate conversion is created in Tapfiliate or when a deal milestone changes in Agile CRM, keeping everyone informed in real time.
🔀
Route records based on submitted criteria
Perform different actions depending on deal values or contact tags, sending high-value prospects to specialized affiliate groups and standard leads to default pipelines.
🔄
Keep destination records up to date
Update contact details in Agile CRM whenever customer information or affiliate statuses change in Tapfiliate, ensuring your database reflects current information.
🛡️
Add or update instead of creating duplicates
Search for existing contacts and customer profiles before creating new ones, preventing duplicate entries and keeping your database clean.
💳
Handle later status changes and refunds
Manage cancellations, commission approvals, and refunded payments automatically across both platforms without manual administrative intervention.
🔌
Extend flows to popular supporting apps
Connect your Agile CRM and Tapfiliate workflow with tools like Slack, Google Sheets, or Shopify to notify teams and log data across your entire tech stack.
And much more...

Who is Agile CRM + Tapfiliate integration for?

Connecting Agile CRM and Tapfiliate helps marketing and sales teams eliminate manual data entry, streamline affiliate tracking, and keep customer records synchronized across platforms.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Support teams
Support teams
Operations managers
Operations managers
Finance teams
Finance teams
📈
Performance marketers
You're running affiliate campaigns and tracking conversion data, but your reporting sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new conversion lands in your workflow instantly and your data stays current.
Sales reps
You need to follow up with new leads the moment they express interest, but contact details get trapped in affiliate platforms before reaching your CRM, so prospects wait hours for a reply — automating both apps means every new contact appears in your pipeline instantly and your follow-ups happen without delay.
🤝
Account managers
You answer to clients who want to see real-time progress on affiliate deals and customer signups, but manual record-keeping creates gaps in your reporting history, so status updates are always outdated — connecting these apps means your deal stages and customer profiles update automatically for accurate reporting.
📊
Support teams
The volume of customer queries and affiliate inquiries is too high for anyone to keep up by hand, and tickets get lost when customer data fails to sync between systems, so response times slip — integrating these apps means every customer record and support task generates automatically without manual sorting.
🔄
Operations managers
You own the next step in customer onboarding and depend on someone upstream to hand over contact details, but manual handoffs cause bottlenecks between sales and affiliate tracking, so accounts stall — this integration means every record transfer happens instantly and your team picks up the work right away.
📋
Finance teams
You need a reliable history of customer payments and commission approvals, but manual data entry leaves gaps in your transaction logs, so reconciling payouts takes days — automating both apps means every conversion and customer record logs accurately into your system of record.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Agile CRM + Tapfiliate

Build and manage your Agile CRM + Tapfiliate 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 + Tapfiliate 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Agile CRM to Tapfiliate?
Frequently Asked Questions
You can connect Agile CRM to Tapfiliate in 1 click using ready templates on Integrately, or use Integrately AI to build custom multi-step workflows with apps like Shopify, Slack, and Google Sheets.
Can I automatically create a Tapfiliate customer when an Agile CRM contact is created?
Frequently Asked Questions
Can I connect Agile CRM, Tapfiliate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Tapfiliate?
Frequently Asked Questions
How does Agile CRM handle contact creation in this integration?
Frequently Asked Questions
How does Tapfiliate track conversions from Agile CRM data?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Tapfiliate?
Frequently Asked Questions
Is the Agile CRM and Tapfiliate integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Tapfiliate With 1500+ Other Apps

Agile CRM
Popular Agile CRM Integrations
Connect Agile CRM to CRMs, email marketing tools, and customer support platforms to manage and follow up on your leads.
See All
Agile CRM Integrations arrow right
No popular apps found
Tapfiliate
Popular Tapfiliate Integrations
Sync Tapfiliate with billing, reporting, and e-commerce platforms to keep revenue and affiliate data working across your stack.