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Ag
CRM
Agile CRM integration
Contact and deal management in Agile CRM. Tag, segment, and trigger Agile workflows from form submissions, sales, and quiz completions.
What it does
Agile CRM bundles sales, marketing, and service in one tool. EF pushes contacts and creates deals on EF events. Custom fields, tags, and notes carry funnel context to Agile so workflows fire on real data.
Two-way sync keeps contact lifecycle in step between systems.
What you get
- Contact create and update by email
- Deal create with milestone, value, expected close
- Tag and note management
- Custom field write across Agile field types
- Workflow trigger from EF events
- List management and segment add/remove
- Activity logging for support context
- Backend script access to Agile API
Setup
- Get your Agile CRM domain and REST API key from Admin Settings → Developers and API.
- In ElasticFunnels, go to Settings → Integrations → Email & CRM → Agile CRM. Paste domain and API key plus user email.
- Map EF fields to Agile custom fields.
- Configure tag and workflow triggers per EF event.
- Test with a form submission and confirm in Agile.
