Agile CRM + Twist Integration

Integrate Agile CRM to Twist in one click, or tell Integrately AI how you want each deal handled. Create tasks, post messages, update contacts, and notify your team automatically.

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
  • Twist
    Message is posted in conversation in Twist Instant
  • Twist
    Comment is posted in thread in Twist Instant
  • Twist
    Thread is added to channel in Twist Instant
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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
  • Twist
    Add message in Twist
  • Twist
    Get message by ID in Twist
  • Twist
    Add thread in Twist
  • Twist
    Get comment by ID in Twist
  • Twist
    Search thread in Twist
  • Twist
    Get thread by ID in Twist
  • Twist
    Add comment in Twist
  • Twist
    Get user by ID in Twist

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Ready Workflows Ready Workflows for Agile CRM + Twist Integration

Create deals, post messages, update contact records, alert your team, and track follow-ups, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your Agile CRM + Twist flow

Capture customer data, trigger marketing campaigns, and keep your entire team aligned across your stack. Pick a combination and activate it in one click.

Agile CRM
Twist
+
Google SheetsGoogle Sheets (4)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
TypeformTypeform (3)
A
G
T
Add every new Agile CRM contact to your Google Sheets spreadsheet, and post a message in Twist.
New Agile CRM contacts appear in your Google Sheets spreadsheet instantly and your team is notified in Twist, eliminating manual copy-pasting.
A
G
T
Log every new Agile CRM deal in Google Sheets, and add a message in Twist.
Track pipeline value by sending new Agile CRM deals straight to Google Sheets while notifying your team in Twist.
A
G
T
When an Agile CRM deal milestone changes, update Google Sheets and post a message in Twist.
Stage movements in Agile CRM update your Google Sheets tracking rows and notify your team in Twist automatically.
A
G
T
Use ChatGPT to summarise new Agile CRM contacts, log them in Google Sheets, and post in Twist.
AI analyses new Agile CRM contacts before recording them in Google Sheets and notifying your team in Twist.

Supported triggers and actions for Agile CRM and Twist

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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Twist
Twist Triggers & Actions
Instant
Message is posted in conversation in Twist
Triggers the automation when a new message is posted in a conversation
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Instant
Comment is posted in thread in Twist
Triggers the automation when a new comment is posted in an existing thread
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Instant
Thread is added to channel in Twist
Triggers the automation when a new thread is added to a channel
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Add message in Twist
Creates a new message in the particular channel
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Get message by ID in Twist
Retrieves a message using its id
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Add thread in Twist
Adds a new thread to the discussion forum
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Get comment by ID in Twist
Retrieves a comment using its id
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Search thread in Twist
Searches for a thread
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Get thread by ID in Twist
Retrieves a thread based on its id
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Add comment in Twist
Adds a comment to a conversation
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Get user by ID in Twist
Retrieves user information using their id
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What can you automate with Agile CRM + Twist?

Streamline your CRM processes, sync customer data, and keep team discussions organized automatically.

What you can automate?
🔄
Sync Agile CRM contacts and deals to Twist automatically
Trigger instant Twist messages whenever a contact is created or a deal milestone changes in Agile CRM. Keep your entire team aligned without switching browser tabs.
📋
Capture every submitted field and contact detail
Map complete contact profiles and deal attributes from Agile CRM straight into your Twist messages and connected sheets. Ensure your team sees all relevant customer information.
🔔
Tell the right team member as soon as events happen
Route specific deal notifications and task updates directly to designated Twist channels. Eliminate delays and ensure prompt follow-up on every high-value opportunity.
🔀
Route workflows based on submitted fields and tags
Apply conditional logic to direct VIP contacts or enterprise deals to specialized Twist discussions. Ensure your priority leads receive immediate attention from the right team.
📊
Keep your tracking records up to date as deals change
Automatically update spreadsheet rows and CRM records whenever a deal milestone changes in Agile CRM. Maintain accurate pipeline visibility without manual data entry.
🔍
Search and update existing records to prevent duplicates
Verify existing contact records before creating new entries in your CRM or database. Keep your database clean and organized effortlessly.
Manage status changes and follow-up tasks
Trigger automated follow-up tasks and status updates whenever cases or deals progress through your pipeline. Ensure every customer milestone receives proper attention.
🔗
Extend your automation flow to Google Sheets and Mailchimp
Connect your core Agile CRM and Twist workflow to popular third-party apps like Google Sheets or Mailchimp. Build multi-step pipelines that power your entire business stack.
And much more...

Who is Agile CRM + Twist integration for?

Connecting Agile CRM and Twist helps sales, marketing, and support teams eliminate manual data entry and keep team communication aligned.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Customer support leads
Customer support leads
Operations specialists
Operations specialists
Admin managers
Admin managers
📈
Performance marketers
You're running campaigns across multiple channels but your tracking sheet only updates when someone manually exports contacts, so the row counts you're optimising against are always a few hours behind — with this integration, every new contact lands in the sheet instantly and your data stays current.
Sales representatives
You need to act on incoming leads immediately, but waiting for manual notifications means you find out about prospects hours too late — automating both apps means every deal notification lands in your team channel instantly so you can close faster.
🤝
Account managers
You answer to clients who want to see steady progress on their onboarding tasks, but gathering status updates by hand takes hours every week — this integration means all deal changes and tasks sync automatically without manual reporting.
🎧
Customer support leads
The volume of incoming cases is too high for anyone to keep up by hand, leaving tickets sitting unassigned in queues — automating both apps means every case creation triggers immediate team alerts so nothing slips through the cracks.
🔄
Operations specialists
You own the next step in the workflow and depend on someone upstream to hand over customer details, but manual handoffs cause constant delays — connecting these apps means every new contact triggers your tasks automatically.
🗂️
Admin managers
You need a reliable history of all customer interactions, but manual record-keeping keeps leaving frustrating gaps in your database — this integration means every contact, deal, and task is logged reliably from day one.
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 + Twist

Build and manage your Agile CRM + Twist 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 + Twist 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

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Frequently Asked Questions

How do I connect Agile CRM to Twist?
Frequently Asked Questions
You can connect Agile CRM to Twist instantly using ready templates or Integrately AI. With 1,500+ integrations and 24/5 live chat support, setting up your automated workflow takes just one click.
Can I automatically send Twist messages when a new Agile CRM deal is created?
Frequently Asked Questions
Can I connect Agile CRM, Twist, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Twist?
Frequently Asked Questions
How does Agile CRM handle new contacts and deal data in automations?
Frequently Asked Questions
How does Twist handle incoming team messages and notifications?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Twist?
Frequently Asked Questions
Is the Agile CRM and Twist integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Agile CRM
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