An automated workflow using zapier
Connects Agile CRM + Gmail
Share Agile CRM deal milestones in a Gmail email
About this workflow template
This automation scenario allows you to connect Agile CRM and Gmail
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Agile CRM and Gmail can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Agile CRM
Changed Deal Milestone in Agile CRM
Triggers when a Deal reaches a specific milestone you choose.
Then this action happens in Gmail
Send Email in Gmail
Create and send a new email message.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Share Agile CRM deal milestones in a Gmail email.
Part I
Configure Applications
First, we need to connect Agile CRM and Gmail to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Agile CRM to Zapier.
Give Zapier access to your Agile CRM account, using Agile CRM credentials.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Agile CRM
Choose the following trigger: Changed Deal Milestone (Triggers when a Deal reaches a specific milestone you choose.).
Then set up an Action for Gmail
Choose this action: Send Email (Create and send a new email message.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Agile CRM and Gmail.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Share Agile CRM deal milestones in a Gmail email!
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Create contact
Creates New Contact in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoCreate or update contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
actionbyzapierCreate deal
Create a deal in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoAdd note
Add a Note to the Contact.
actionbyzapierintegratelypabbly-connectAdd tag to contact
Add Tag to a Contact in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoCreate a contact
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Apps you need
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