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Agile CRM integration

All-in-one CRM for small businesses. Create and update contacts, tag them, add notes, create deals and tasks, and react to new contacts.

Sales and CRM1 triggers · 8 actions
Connect Agile CRM freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New Contact” happens in Agile CRM, check the details with AI, then “Create Contact” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    New Contact

    Triggers when a new contact is created in Agile CRM.

Actions

Then Calibra can do this for you
  • DO
    Create Contact

    Creates a contact (person) in Agile CRM with its name, email, phone, company, tags and custom fields.

  • DO
    Update Contact Properties

    Adds or changes properties of an existing contact (name, email, phone, company, title, custom fields). Fields left empty aren't touched.

  • DO
    Find Contact by Email

    Looks up the Agile CRM contact that has this email address.

  • DO
    Add Tags to Contact

    Adds one or more tags to the contact with this email address. Existing tags are kept.

  • DO
    Add Note to Contact

    Adds a note with a subject and text to one or more contacts.

  • DO
    Create Deal

    Creates a deal (opportunity) in Agile CRM with its value, milestone, expected close date and related contacts.

  • DO
    Create Task

    Creates a task in Agile CRM with a due date and priority, optionally linked to contacts.

  • DO
    Custom Agile CRM API Request

    Makes a request to any endpoint of the Agile CRM REST API with your connection's credentials.

Questions

Is the Agile CRM integration free?

Yes. Agile CRM is available on every Calibra plan, including the free plan, which needs no card.

How is Agile CRM usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Agile CRM without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Agile CRM for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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