Agile CRM Beta

Active Campaign 


Integrate Agile CRM with Active Campaign
when a deal reaches a specific milestone you choose in agile crm , updates an existing deal in Active Campaign.




What is Agile CRM?

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation

What is Active Campaign?

Integrated email marketing, marketing automation, and small business CRM. Send beautiful newsletters, setup behavioral based automations, and benefit from sales automation.



How to set the workflow up

  • Select Agile CRM as your trigger app and select an event
  • Select Active Campaign as your action app and select an event
  • Map the fields from Agile CRM to Active Campaign by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When a Deal reaches a specific milestone you choose in Agile CRM , updates an existing deal in Active Campaign.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates a new deal in Active Campaign.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , adds new contact note in Active Campaign.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates a new contact, or updates an existing contact in Active Campaign.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , adds an existing contact into any automation If contact does not yet exist, a contact will be created and added to the automation. in Active Campaign.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates and sends a new campaign in Active Campaign.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , adds a note to a deal in Active Campaign.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , creates a custom website or application event in Active Campaign.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , finds a contact by email address in Active Campaign.

Coming soon

  

When a Deal reaches a specific milestone you choose in Agile CRM , finds an existing deal by title or email in Active Campaign.

Coming soon