Agile CRM combines sales, marketing, and helpdesk. We connect via its REST API using your API key and domain. Contacts, Deals, Tasks, and Tickets all get written based on chat and call outcomes, with intent-based tags applied automatically so existing Agile campaigns can pick up the new lead.
Agile CRM has a built-in webhooks feature you can attach to contact, deal, ticket, and campaign events. Each event becomes an AI follow-up trigger on our side.
Popular workflow recipes
When this happens → do thatTriggers & Actions
5 triggers · 5 actionsA Contact, Lead, or Deal is created in Agile from any source (chat, web form, manual entry).
A Agile Deal or Lead moves between stages or has its status updated.
Any Agile property or custom field changes value — use it as a trigger for AI follow-ups.
A Agile record is reassigned to a different sales rep or team.
Existing Agile email campaigns can trigger our AI follow-ups.
From chat, voice, forms.
Apply Agile CRM tags from chat intents (pricing, demo, support, refund).
In any milestone (pipeline) with the right owner.
Through the Agile helpdesk module.
Conversation transcripts and AI summaries.
How to connect Agile CRM
~10 minutes- Webhooks are gated to Agile CRM's Enterprise plan. Customers on lower tiers can still push data in via our REST integration; AI follow-ups based on Agile-side changes use scheduled polling instead.