Agile CRM + Contacts+

Convert new Contacts+ business cards into Agile CRM contacts

Business cards are easy to lose, keep track of your new contacts with the Contacts+ to Agile CRM integration. Once set up, when you scan a new business card into Contacts+, Zapier will automatically create a new contact in Agile CRM. Immediately save important contact information from the people you meet!

When this happens...
New Business Card Transcribed
Triggers when a business card has been transcribed.
TriggerInstant
automatically do this!
Create Contact
Creates New Contact in the Agile CRM.
ActionWrite

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Supported triggers and actions

- Team
- Tags
Trigger
Instant
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- Team
- Tags
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Team
- Photo URL
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Organization
- Title
- Home Email
- Work Email
- Other Email
- Home Phone
- Mobile Phone
- Work Phone
- Main Phone
- Work Fax
- Home Address
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Work Address
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- URLs
- Relationships
- IMs
- Notes
- Birthday
- Dates
- Tag(s)
Action
Write

- Team
- ContactRequired
- Tag(s) to RemoveRequired
Action
Write
- ContactRequired
- Team
- Photo URL
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Organization
- Title
- Home Email
- Work Email
- Other Email
- Home Phone
- Mobile Phone
- Work Phone
- Main Phone
- Work Fax
- Home Address
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Work Address
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- URLs
- Relationships
- IMs
- Notes
- Birthday
- Dates
- Tag(s)
Action
Write

- Name
- Company
- Email
- Phone
- Team
Action
Search
- Track / MilestoneRequired
Trigger
Scheduled
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
Try It
- Ticket FilterRequired
Trigger
Scheduled
Try It
- Tag NameRequired
Trigger
Scheduled
Try It
- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write

- Team
- Tags
Trigger
Instant
Try It
- Team
- Tags
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- ContactRequired
- Team
- NotesRequired
Action
Write
- Team
- NameRequired
Action
Write
- Team
- ContactRequired
- Tag(s)Required
Action
Write
- FullContact API KeyRequired
- Domain or EmailRequired
Action
Search
- FullContact API KeyRequired
- Emails
- Phone Numbers
- Given Name
- Family Name
- Twitter Handle
Action
Search
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
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
Try It
- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write
- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

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.