Agile CRM + Zenkit Integration

Integrate Agile CRM to Zenkit in one click, or tell Integrately AI how you want each contact handled. Manage your customer base, create items instantly, update workflows, and track every update 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
  • Zenkit
    Item is created in Zenkit Instant
  • Zenkit
    Item value is changed in Zenkit Instant
  • Zenkit
    Activity is created in Zenkit Instant
  • Zenkit
    Notification is created in Zenkit 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
  • Zenkit
    Create item in Zenkit
  • Zenkit
    Update item in Zenkit
  • Zenkit
    Search item in Zenkit
  • Zenkit
    Add comment to item in Zenkit
  • Zenkit
    Search collection in Zenkit
  • Zenkit
    Search member in Zenkit

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Ready Workflows Ready Workflows for Agile CRM + Zenkit Integration

Capture customer data, create items, update deals, track activities, and manage projects, all in just one click.

Most popular automationmost-popular-automations
  • 1of1
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Connect more apps to your Agile CRM + Zenkit flow

Extend your automation stack with marketing, spreadsheet, messaging, project tracking, payment, and meeting tools. Pick a combination and activate it in one click.

Agile CRM
Zenkit
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
+
TrelloTrello (3)
+
StripeStripe (3)
+
ZoomZoom (3)
A
M
Z
Add every new Agile CRM contact to Mailchimp, and create a corresponding item in Zenkit.
New Agile CRM contacts appear in Mailchimp and Zenkit immediately without manual entry.
A
M
Z
When an Agile CRM deal is created, update the subscriber in Mailchimp and create an item in Zenkit.
Keep your Mailchimp audience and Zenkit tracking synchronized with every new Agile CRM deal.
A
M
Z
If an Agile CRM contact receives a tag, add them in Mailchimp and update the item in Zenkit.
Segment your Mailchimp audience and update Zenkit automatically whenever an Agile CRM contact gets tagged.

Supported triggers and actions for Agile CRM and Zenkit

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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Zenkit
Zenkit Triggers & Actions
Instant
Item is created in Zenkit
Triggers the automation when a new item is created
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Instant
Item value is changed in Zenkit
Triggers the automation when an item value changes
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Instant
Activity is created in Zenkit
Triggers the automation when a new activity is created
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Instant
Notification is created in Zenkit
Triggers the automation when a notification is created
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Create item in Zenkit
Generates a new item
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Update item in Zenkit
Updates an item with new information
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Search item in Zenkit
Locates and retrieves particular item information
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Add comment to item in Zenkit
Adds a comment to a item
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Search collection in Zenkit
Searches for a collection
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Search member in Zenkit
Searches for a member with
Try it →

What can you automate with Agile CRM + Zenkit?

Streamline your customer relationship management and project tracking with automated workflows tailored to your exact business needs.

What you can automate?
🎯
Sync new contacts between Agile CRM and Zenkit
Automatically create a Zenkit item the moment a contact is created in Agile CRM. Eliminate manual data entry and keep your databases perfectly aligned.
📋
Capture every submitted field and detail
Map all available contact attributes and custom fields from Agile CRM straight into Zenkit items. Ensure no critical customer detail is left behind.
🔔
Notify your team as soon as activity happens
Trigger instant alerts and notifications whenever deals change stages or new tasks are created. Keep your team informed without switching tabs.
🔀
Route records based on submitted field values
Direct items to different Zenkit collections or update specific fields depending on the tags or milestone changes in Agile CRM.
🔄
Keep project destinations up to date automatically
Update Zenkit items in real time whenever contact information or deal milestones change in Agile CRM. Prevent outdated records from causing confusion.
🔍
Search and update instead of creating duplicates
Check for existing records before creating new ones. Keep your Zenkit collections clean and organized by updating existing items when contacts change.
Handle later status changes and deal milestones
Automatically adjust project items in Zenkit when deals are won, lost, or progress through pipeline milestones in Agile CRM.
🔗
Extend your workflow to team communication channels
Connect your core Agile CRM and Zenkit flow to Slack to post instant updates and keep cross-functional teams in sync.
And much more...

Who is Agile CRM + Zenkit integration for?

Teams managing customer relationships and project tracking rely on synchronized data to keep pipelines moving without manual reporting delays.

Performance marketers
Performance marketers
Sales reps
Sales reps
Project managers
Project managers
Operations leads
Operations leads
Account managers
Account managers
Customer success leads
Customer success leads
📈
Performance marketers
You're tracking campaign metrics in Agile CRM, but your Zenkit board only updates when someone manually exports contacts, so the item counts you're reviewing are always a few hours behind — this integration means every new contact populates your board instantly and your data stays current.
Sales reps
You need to act fast on incoming leads, but you find out about new deals too late because pipeline updates require manual data entry across systems — automating both apps means every deal notification triggers instantly and your follow-up window stays wide open.
📊
Project managers
You answer to stakeholders who want to see active progress, but tracking boards miss items because team members forget to copy CRM updates over — connecting these apps means every project status change reflects immediately and reports are always accurate.
🔄
Operations leads
The volume of incoming customer requests is too high for anyone to keep up by hand, leading to missed tasks and disorganized records — this integration means every case and contact flows automatically into your tracking system without manual effort.
🤝
Account managers
You own the onboarding stage and depend on sales to hand over deal details, but communication gaps leave you guessing about client requirements — automating both apps means every won deal populates your kickoff board the moment it closes.
📁
Customer success leads
You need a reliable history of customer interactions, but manual logging creates frustrating gaps in support tickets and contact notes — integrating these apps means every activity and case is recorded accurately for a complete customer timeline.
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 + Zenkit

Build and manage your Agile CRM + Zenkit 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 + Zenkit 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 Zenkit?
Frequently Asked Questions
You can connect Agile CRM to Zenkit in just 1 click using ready templates on Integrately, or use Integrately AI to build custom multi-step workflows with Google Sheets, Slack, and Mailchimp.
Can I automatically create Zenkit items when new contacts are added in Agile CRM?
Frequently Asked Questions
Can I connect Agile CRM, Zenkit, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Zenkit?
Frequently Asked Questions
How does Agile CRM data sync with Zenkit?
Frequently Asked Questions
Can I update existing items in Zenkit instead of creating duplicates?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Zenkit?
Frequently Asked Questions
Is the Agile CRM and Zenkit integration free?
Frequently Asked Questions
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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 Zenkit With 1500+ Other Apps

Agile CRM
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Zenkit
Popular Zenkit Integrations
Sync Zenkit with project management, database, and reporting tools to keep team operations organized.
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