Integrate 17hats with Agile CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate 17hats with Agile CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from 17hats

A trigger is an event that starts your Zap and runs the workflow. For example, with 17hats, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Agile CRM

An action is what takes place after the automation is triggered. For example, with Agile CRM, the action could be "Add to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected 17hats to Agile CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Set up your first integration

Quickly connect 17hats to Agile CRM with a Zapier template.

Our most popular template

Create Agile CRM contacts from new 17hats contacts for seamless customer management
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17hats + Agile CRM
Add tags to new 17hats contacts in Agile CRM for seamless organization
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17hats + Agile CRM
Update Agile CRM contacts when 17hats contacts are updated
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17hats + Agile CRM
Create tasks in Agile CRM for new 17hats contacts
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17hats + Agile CRM

Create Agile CRM contacts from new 17hats contacts for seamless customer management

17hats + Agile CRM

Add tags to new 17hats contacts in Agile CRM for seamless organization

17hats + Agile CRM

Update Agile CRM contacts when 17hats contacts are updated

17hats + Agile CRM

Create tasks in Agile CRM for new 17hats contacts

17hats + Agile CRM

Make work flow with AI

Level up your 17hats to Agile CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect 17hats and Agile CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect 17hats and Agile CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Is Company?
  Required
- First_name
  Required
- Type
  Required
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
Action
Write
- Name
  Required
- Company_name
- Email
- Phone_number
Action
Search
- Track / Milestone
  Required
Trigger
Scheduled
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
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- Ticket Filter
  Required
Trigger
Scheduled
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- Tag Name
  Required
Trigger
Scheduled
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- Email
- Subject of Note
  Required
- Description
  Required
Action
Write
- Email
- Tags
Action
Write
- First_name
  Required
- Last_name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Title
- Priority
  Required
- Owner
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject of Note
  Required
- Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write

Updated Contact
Triggers when an already existing contact is updated.
Trigger
Instant
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- Contact
  Required
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
Action
Write
- Name
  Required
- Company_name
- Email
- Phone_number
- Is Company?
  Required
- First_name
  Required
- Type
  Required
- Last_name
- Title
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
Action
Search or write
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
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New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
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- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Email
- Score to Be Added
  Required
Action
Write
- Company_name
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Track / Milestone
  Required
- Email
- Close Date
- Description
  Required
- Deal Source
Action
Write
- Email
  Required
- Subject of Note
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
- First_name
  Required
- Last_name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- If Duplicate Found
- Website
Action
Write

About 17hats

17hats is a premiere business platform that provides you with a suite of business solutions to help organize, systemize, and grow your business.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

CRM (Customer Relationship Management)

Similar apps

HubSpot

Marketing Automation

Inbound Now

Marketing Automation, WordPress

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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