Agile CRM



Last Updated

Mar 2017

Learn More

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

Build Additional CRM Power With ProcessPlan

  • Trigger a process when a new ticket is added to Agile CRM.
  • Create a new company in Agile CRM from ProcessPlan.
  • Trigger a task response in a process template when a new deal is added in Agile CRM.
  • and more!


To Use This Integration

  1. Sign up for a ProcessPlan and a be a Agile CRM customer.
  2. Implement a Zapier account in ProcessPlan.
  3. Implement a ZAP in Zapier.