Integration / Marketing

Agile CRM integration

Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform.

About Agile CRM

Agile CRM is a unified customer management platform combining contacts, sales pipelines, marketing, and support. Use it to centralize customer data, automate campaigns, and manage deals and tickets in one place.

Example prompts

“List all open deals in pipeline”

“Add new contact from email signature”

“Start email campaign for trial users”

Available actions

Create Contact or Company
Create a person contact with optional tags and scoring, or a company, with common and tenant custom properties.
Create Deal
Create a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline.
Delete Contact or Company
Permanently delete one person contact or company by numeric ID.
Delete Deal
Permanently delete one deal by its numeric Agile CRM ID.
Get Contact or Company
Get one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.
Get Deal
Get one deal by its numeric Agile CRM ID; return null when the deal does not exist.
List Contacts
Return one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist.
List Deals
Return one creation-ordered page of deals, with a cursor for the next page when more deals exist.
Update Contact or Company
Add or replace selected properties on one person contact or company without replacing properties that are not included.
Update Deal
Partially update selected fields of an existing deal without replacing fields that are not supplied.

Connect it once and every workspace, agent and workflow can use it — securely, with your team in the loop.