Integrate Agile CRM with Email by Zapier 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

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

Select a trigger from Agile CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Agile CRM, a trigger could be "Changed Deal Milestone."

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

Setup an action from Email by Zapier

An action is what takes place after the automation is triggered. For example, with Email by Zapier, the action could be "Send Outbound Email."

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

That’s it! You just connected Agile CRM to Email by Zapier

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.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Agile CRM to Email by Zapier with a Zapier template.

Our most popular template

Send outbound emails with Email by Zapier when new contacts are added in Agile CRM
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Agile CRM + Email by Zapier
Send outbound emails with Email by Zapier for new tasks in Agile CRM
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Agile CRM + Email by Zapier

Send outbound emails with Email by Zapier when new contacts are added in Agile CRM

Details

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Agile CRM + Email by Zapier

Send outbound emails with Email by Zapier for new tasks in Agile CRM

Details

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Agile CRM + Email by Zapier

Make work flow with AI

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

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Agile CRM and Email by Zapier 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Agile CRM and Email by Zapier 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

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.

- Track / Milestone
  Required
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 Filter
  Required
Trigger
Scheduled
Try It
- Tag Name
  Required
Trigger
Scheduled
Try It

- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
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
  Required
- Priority
  Required
- Owner
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject of Note
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Contact Email
  Required
- Due Date
Action
Write
- Email Address
  Required
Trigger
Instant
Try It
- Free_test_limitation
- To
  Required
- Subject of Note
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
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
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
- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Track / Milestone
  Required
- Contact Email
  Required
- Close Date
- Description
  Required
- Deal Source
Action
Write
- Email
  Required
- Subject of Note
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Contact Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Tags
  Required
- Add Address
- City
- State
- Zip Code
- Country
- If Duplicate Found
- Website
Action
Write
- Setup Directions
Trigger
Instant
Try It

Learn how to automate Agile CRM on the Zapier blog

Learn how to automate Email by Zapier on the Zapier blog

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.

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CRM (Customer Relationship Management)

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About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn more Help

Related categories

Connect Agile CRM to Email by Zapier on the world's largest no-code automation platform

Explore Agile CRM + Email by Zapier Integrations

webflow

Integrate Agile CRM with Email by Zapier to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from Agile CRM

Setup an action from Email by Zapier

That’s it! You just connected Agile CRM to Email by Zapier

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Send outbound emails with Email by Zapier when new contacts are added in Agile CRM

Send outbound emails with Email by Zapier for new tasks in Agile CRM

Send outbound emails with Email by Zapier when new contacts are added in Agile CRM

Send outbound emails with Email by Zapier for new tasks in Agile CRM

Make work flow with AI

Connect Agile CRM and Email by Zapier to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect Agile CRM and Email by Zapier to unlock the power of automation

Supported triggers and actions

Learn how to automate Agile CRM on the Zapier blog

Learn how to automate Email by Zapier on the Zapier blog

How to automatically email files to Google Drive

How to automatically save email attachments in Dropbox

How to send an email from a webhook

Connect Agile CRM to Email by Zapier on the world's largest no-code automation platform

Explore Agile CRM + Email by Zapier Integrations

Explore Agile CRM + Email by Zapier Integrations