Agile CRM + Wild Apricot Integration

Connect Agile CRM to Wild Apricot in 1 click

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Popular Agile CRM + Wild Apricot Workflows

Create Wild Apricot contact 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 - Wild Apricot integration, anytime a new Agile CRM contact is created, an Wild Apricot contact 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.

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When Contact is created in Agile CRM > Check condition > Create contact in Wild Apricot

Agile CRM + Wild Apricot Integration

Activate

When Contact is created in Agile CRM > Check condition > Create event registration in Wild Apricot

Agile CRM + Wild Apricot Integration

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Create Automation

Contact is created in Agile CRM
Tag is added to contact in Agile CRM
Deal is created in Agile CRM
Deal milestone is changed in Agile CRM
Task is created in Agile CRM
Event is created in Agile CRM
Case is created in Agile CRM
Contact is created in Wild Apricot
Event registration is created in Wild Apricot
Payment is created or updated in Wild Apricot
Invoice is created in Wild Apricot
Audit log item is created in Wild Apricot
Refund is Created or updated in Wild Apricot

Create contact in Agile CRM
Update contact in Agile CRM
Add score to contact in Agile CRM
Add tag to contact in Agile CRM
Create deal in Agile CRM
Create task in Agile CRM
Add note in Agile CRM
Search contact in Agile CRM
Search company in Agile CRM
Create company in Agile CRM
Subscribe to campaign in Agile CRM
Add event in Agile CRM
Create contact in Wild Apricot
Search contact in Wild Apricot
Update contact in Wild Apricot
Delete contact in Wild Apricot
Create event in Wild Apricot
Clone event in Wild Apricot
Create event registration in Wild Apricot
Create event registration type in Wild Apricot
Check-in event attendee in Wild Apricot
Create invoice in Wild Apricot

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Integrate Agile CRM & Wild Apricot In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Agile CRM & Wild Apricot with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Agile CRM & Wild Apricot With 1100+ 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

Wild Apricot is a feature-rich membership management software that comes with everything your organization needs in one place. It helps you automate and simplify membership tasks like event management, email marketing, payments, database, and more.

See Wild Apricot Integrations