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Connect Clinked and Agile CRM to unlock the power of automation

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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 Clinked with Agile CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Clinked

A trigger is an event that starts your Zap and runs the workflow. For example, with Clinked, a trigger could be "Get Activity."

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 Clinked 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.

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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

Make work flow with AI

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

Learn about AI automation

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Connect Clinked 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.

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.

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.

- Activity
  Required
Trigger
Polling
Try It
- Group
  Required
- Folder
Trigger
Polling
Try It
New Group
Triggers when new group is created.
Trigger
Polling
Try It
- Group
  Required
Trigger
Polling
Try It
- Group
  Required
Trigger
Polling
Try It

- Context Type
  Required
- Context ID
  Required
- File ID
  Required
- Friendly Name
  Required
Action
Write
- Group
  Required
- Name
  Required
- Description
- Location
- Start Date
  Required
- End Date
  Required
- All Day Event
- DateReminder
- Recurrence
- Recurrence End Date
- User emails to invite to the event
Action
Write

- Group
  Required
- Folder
- File
  Required
- Name
  Required
Action
Write
- Name
  Required
- Friendly Name
  Required
Action
Write
- Group
  Required
- Name
  Required
- Content
  Required
- Sharing
  Required
- MemberPermission
Action
Write
- Group
  Required
- Emails of members you would like to invite
  Required
- Message
  Required
- Permission
  Required
- Send a reminder after 3 days
  Required
Action
Write
- Group
  Required
- Name
  Required
- Description
- Status
- Category
- DueDate
- DateReminder
- TimeZone
- Recurrence
Action
Write
- Group
  Required
- Folder
- File
  Required
- Name
  Required
Action
Write
- Group
  Required
- Folder
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Group
  Required
- Name
  Required
Action
Search
- Group
  Required
- Name
  Required
Action
Search
- Group
  Required
- Folder
- Name
  Required
- File
  Required
Action
Search or write
- Name
  Required
- Friendly Name
  Required
Action
Search or write
- Group
  Required
- Name
  Required
Action
Search or write
- Track / Milestone
  Required
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
Try It
- Ticket Filter
  Required
Trigger
Polling
Try It
- Tag Name
  Required
Trigger
Polling
Try It
- Contact Email
  Required
- Subject of Note
  Required
- Description
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

- Group
  Required
Trigger
Polling
Try It
- Group
  Required
- Folder
Trigger
Polling
Try It
Members
Account members
Trigger
Polling
Try It
- Group
  Required
Trigger
Polling
Try It
- Group
  Required
- Id
  Required
- Trigger
  Required
Trigger
Polling
Try It
- Group
  Required
- Friendly Name
  Required
- Description
Action
Write
- Group
  Required
- Id
  Required
- Name
  Required
- Description
- Location
- Assign yourself
- Start Date
  Required
- End Date
  Required
- All Day Event
- DateReminder
- Recurrence
- Recurrence End Date
- User emails to invite to the event
Action
Write
- Group
  Required
- Folder
- Name
  Required
Action
Write
- Group
  Required
- Name of the Group Duplicate
  Required
Action
Write
- Group
  Required
- Id
  Required
- Content
  Required
- Friendly Name
  Required
- Sharing
  Required
- MemberPermission
- VersionSummary
Action
Write
- Group
  Required
- Name
  Required
Action
Write
- Group
  Required
- Id
  Required
- Status
Action
Write
- Group
  Required
- Name
  Required
Action
Search
- Group
  Required
- Folder
- Name
  Required
Action
Search
- Username
  Required
Action
Search
- Group
  Required
- Name
  Required
Action
Search
- Group
  Required
- Name
  Required
- Description
- Location
- Start Date
  Required
- End Date
  Required
- All Day Event
- DateReminder
- Recurrence
- Recurrence End Date
- User emails to invite to the event
Action
Search or write
- Group
  Required
- Folder
- Name
  Required
Action
Search or write
- Group
  Required
- Name
  Required
- Content
  Required
- Sharing
  Required
- MemberPermission
Action
Search or write
- Group
  Required
- Name
  Required
- Description
- Status
- Category
- DueDate
- DateReminder
- TimeZone
- Recurrence
Action
Search or write
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
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
- 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

About Clinked

Clinked is a white-label client portal for business. Clinked offers secure communication, collaboration & information sharing portal.

Related categories

Team Collaboration

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)

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