Agile CRM integration

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