Agile CRM + Zonka Feedback Integration

Integrate Agile CRM to Zonka Feedback in one click, or tell Integrately AI how you want each contact handled. Send feedback surveys, update your CRM records, segment customer lists, and trigger automated follow-ups instantly.

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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
  • Zonka Feedback
    Survey response is received in Zonka Feedback
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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
  • Zonka Feedback
    Send sms survey in Zonka Feedback
  • Zonka Feedback
    Send email survey in Zonka Feedback

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Ready WorkflowsReady Workflows   for Agile CRM + Zonka Feedback Integration

Send surveys, capture feedback, update contact details, segment lists, and trigger follow-ups, 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 + Zonka Feedback flow

Connect customer data, email campaigns, team notifications, and scheduling tools after your core survey triggers finish. Pick a combination and activate it in one click.

Agile CRM
Zonka Feedback
+
StripeStripe (4)
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MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
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CalendlyCalendly (4)
+
TypeformTypeform (4)
S
A
Z
Add every new Stripe payment as a contact in Agile CRM, and trigger a Zonka Feedback email survey
New Stripe payments instantly create contacts in Agile CRM and send an email survey via Zonka Feedback, eliminating manual customer onboarding steps.
S
A
Z
When a Stripe subscription is cancelled, update the Agile CRM contact and send a Zonka Feedback survey
Cancelled Stripe subscriptions update Agile CRM records and launch a retention survey in Zonka Feedback so you can capture churn reasons.
S
A
Z
If a Stripe invoice is paid, add a tag in Agile CRM and send a Zonka Feedback survey
Paid Stripe invoices add tags in Agile CRM and trigger feedback requests via Zonka Feedback to measure client satisfaction.
S
A
Z
S
Turn every Stripe customer into an Agile CRM contact, trigger a Zonka Feedback survey, and notify Slack
Stripe customers become Agile CRM contacts, receive a Zonka Feedback survey, and alert your team on Slack.

Supported triggers and actions for Agile CRM and Zonka Feedback

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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Zonka Feedback
Zonka Feedback Triggers & Actions
Survey response is received in Zonka Feedback
Triggers the automation when a new survey response is received
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Send sms survey in Zonka Feedback
Sends out sms surveys to collect customer feedback
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Send email survey in Zonka Feedback
Sends an email survey
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What can you automate with Agile CRM + Zonka Feedback?

Streamline customer feedback and CRM management with ready-made automation workflows.

What you can automate?
🔄
Trigger surveys automatically from CRM contacts
Send an email survey via Zonka Feedback the moment a new contact is created in Agile CRM. Eliminate manual outreach and engage customers right when they enter your pipeline.
📝
Capture every submitted feedback field
Map survey answers and rating scores from Zonka Feedback directly into Agile CRM contact fields instead of basic name entries. Your CRM becomes a richer repository for client insights.
🔔
Alert your team instantly on new responses
Notify your support or sales channel the moment a survey response arrives in Zonka Feedback. Ensure your team can address critical customer feedback without delay.
🔀
Route records based on submitted scores
Apply different tags or create specific follow-up tasks in Agile CRM depending on whether the Zonka Feedback survey response is positive or negative.
🔄
Keep CRM contact profiles up to date
Automatically update contact details and notes in Agile CRM whenever new activity or survey submissions occur in Zonka Feedback.
👥
Prevent duplicate records across platforms
Search existing Agile CRM records before creating new contacts from survey responses, ensuring your database remains clean and organized.
📊
Handle deal milestones and status changes
Trigger automated surveys or update deal stages in Agile CRM when customer feedback indicates project completion or renewal readiness.
Extend your workflow to Slack channels
Connect Agile CRM and Zonka Feedback with Slack to broadcast survey completions and deal updates directly to your team communication hub.
And much more...

Who is Agile CRM + Zonka Feedback integration for?

Connecting Agile CRM and Zonka Feedback streamlines customer feedback collection, campaign tracking, and CRM management for teams seeking higher engagement.

Customer success managers
Customer success managers
Sales development reps
Sales development reps
Account executives
Account executives
Support team leads
Support team leads
Marketing directors
Marketing directors
Operations managers
Operations managers
📈
Customer success managers
You're monitoring client satisfaction scores but your CRM records only update when someone manually exports survey data, so the satisfaction metrics you're reporting against are always a few hours behind — automating both apps means every new survey response updates your contact records instantly and your data stays current.
Sales development reps
You need to act fast on new leads coming from feedback forms, but manual entry delays your outreach until potential buyers have already moved on — connecting these apps means every submission creates a CRM contact immediately and your team can follow up without delay.
📋
Account executives
You answer to clients who want to see their onboarding survey results reflected in deal pipelines, but manual copying leaves frustrating gaps in your tracking — integrating these apps means every deal milestone and survey response syncs automatically and client reviews are always visible.
🌊
Support team leads
The volume of survey responses is too high for anyone to keep up with by hand, leading to missed feedback and unaddressed customer issues — with this integration, every response populates your CRM records and notifies your team instantly so no ticket gets left behind.
🤝
Marketing directors
You own campaign segmentation and depend on sales teams to hand over lead data from feedback channels, but communication delays stall your targeting — automating both apps means subscriber tags and survey metrics flow across your stack without manual intervention.
📊
Operations managers
You need a reliable audit history of customer touchpoints and keep finding missing gaps between your CRM and feedback platform — this integration means every contact event and survey submission logs accurately and your operational history remains complete.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Agile CRM + Zonka Feedback

Build and manage your Agile CRM + Zonka Feedback 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 + Zonka Feedback 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Agile CRM to Zonka Feedback?
Frequently Asked Questions
You can connect Agile CRM to Zonka Feedback in 1 click using ready templates on Integrately. Select your trigger event, authorize your accounts, and let Integrately AI handle the setup.
Can I automatically send a Zonka Feedback survey when a new contact is created in Agile CRM?
Frequently Asked Questions
Can I connect Agile CRM, Zonka Feedback, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Zonka Feedback?
Frequently Asked Questions
How does Agile CRM handle new contact triggers in this integration?
Frequently Asked Questions
How are survey responses from Zonka Feedback synced back to Agile CRM?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Zonka Feedback?
Frequently Asked Questions
Is the Agile CRM and Zonka Feedback integration free?
Frequently Asked Questions
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