Agile CRM

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

Integration & Dashboard Templates

Save hours on creating Automations and Dashboards from scratch with 100s of professionally designed templates.
Integration Templates
Visualisation Templates

Add new Mailchimp subscribers to Agile CRM contacts (Coming soon)

Add new Mailchimp subscribers to Agile CRM contacts (Coming soon)

Add new Facebook Lead Ads leads as contacts in Agile CRM (Coming soon)

Add new Facebook Lead Ads leads as contacts in Agile CRM (Coming soon)

Update Agile CRM contacts from new Typeform entries (Coming soon)

Update Agile CRM contacts from new Typeform entries (Coming soon)

Turn new Google Sheets rows into Agile CRM contacts (Coming soon)

Turn new Google Sheets rows into Agile CRM contacts (Coming soon)

Turn new JotForm submissions into Agile CRM contacts (Coming soon)

Turn new JotForm submissions into Agile CRM contacts (Coming soon)

Easyflow connects simply and securely to your app account, so you can compile key website and app metrics on an easy-to-understand dashboard.
You can then view and share your dashboard wherever you and your team are working, via sharing links, a mobile browser, or on a big-screen TV.

Easyflow allows you to extract the key metrics you need with powerful filters

Triggers, Searches and Actions

Easyflow connects simply and security to your chosen app so you can unlock powerful capabilities by:

Watch Contacts (Trigger)

Triggers when a contact is created.

Watch Tasks (Trigger)

Triggers when a task is created

Watch Tickets (Trigger)

Triggers when a ticket is created or updated

Get a Company (Search)

Gets the details of a company

Get a Deal (Search)

Gets the details of a deal

Get a Task (Search)

Gets the details of a task

Get a Contact (Search)

Gets the details of a contact

Get an Event (Search)

Gets the details of an event

Get a Ticket (Search)

Gets the details of a ticket.

List Deals (Search)

Retrieves a list of all deals

List Tasks (Search)

Retrieves a list of the tasks by given filter parameters.

Get All Messages in a Ticket (Search)

Retrieves all messages within a specified ticket.

List Contacts (Search)

Retrieves a list of all contacts

List Events (Search)

Retrieves a list of all events

List Tickets (Search)

Retrieves a list of all tickets

Update a Contact (Action)

Updates an existing contact

Update an Event (Action)

Updates an existing event

Add an Event (Action)

Adds a new event on the calendar.

Create a Company (Action)

Creates a new company

Create a Deal (Action)

Creates a new deal

Create a Ticket (Action)

Creates a new ticket.

Delete a Contact (Action)

Deletes a contact.

Delete an Event (Action)

Deletes an event.

Delete a Ticket (Action)

Deletes a ticket

List Companies (Action)

Retrieves a list of all companies

Update a Company (Action)

Updates an existing company.

Update a Deal (Action)

Updates an existing deal.

Update a Task (Action)

Updates an existing task.

Search Companies (Action)

Triggers when a company is created, updated or viewed.

Add a Contact to a Campaign (Action)

Adds a contact by email to a selected campaign

Add a Note (Action)

Adds a new note to a ticket, contact or deal

Create a Contact (Action)

Creates a new contact

Create a Task (Action)

Creates a new task

Delete a Company (Action)

Deletes a company

Delete a Deal (Action)

Deletes a deal.

Delete a Task (Action)

Deletes a task

Connect to

1000+ Apps and Services

Google Analytics 4

Google Analytics 4 is an analytics service that enables you to measure traffic and engagement across your websites and apps.

Google Sheets

Google Sheets supports more than 400 spreadsheet functions that can be used to create formulas that manipulate data, calculate numbers, and generate strings

Microsoft Excel

Microsoft Excel is the industry leading spreadsheet software program, a powerful data visualization and analysis tool. Take your analytics to the next level 

OneDrive

OneDrive is a personal storage service on the web, OneDrive for Business is a managed cloud storage for business users that replaces SharePoint Workspace.

Facebook Ads

Design, build, and automate anything for your work by integrating apps like Facebook Ads Campaign Management to create visual automated workflows.

Wordpress

Maintaining a popular blog or website is easy when you use WordPress. Use Easyflow to automatically share, create, and keep track of all your posts.

Google Calendar

Google Calendar is a time-management and scheduling calendar service developed by Google. It became available in beta release April 13, 2006, and in general

HTTP by Easyflow

HTTP connector allows you to interact with cloud applications with an application program interface (API). This allows you to build additional triggers or actions on the Easyflow platform to power your integration flows.

Transform

The easiest way to connect, extract, transform and load data from a wide range of sources (ETL). Drag & drop, no code required.

WooCommerce

WooCommerce is the eCommerce platform for WordPress.

Notion

new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Send Emails - SMTP by Easyflow

Connect to SMTP to send email. SMTP (Simple Mail Transfer Protocol) is an internet standard for email supported by most email processing servers.

Explore Connector Library

Did not find what you were looking for?

Unlock unlimited capabilities using HTTP connector, we can easily connect to almost any web service without writing a single line of code.

HTTP by Easyflow

HTTP connector allows you to interact with cloud applications with an application program interface (API). This allows you to build additional triggers or actions on the Easyflow platform to power your integration flows.

Webhooks by Easyflow

Webhook connector enables you to monitor changes made to an external application. As soon as any changes occur within the external application, Easyflow will instantly receive event notifications about these changes.

RSS by Easyflow

RSS is a popular web syndication format used to publish frequently updated content – like blog entries and news headlines. Many content publishers provide an RSS feed to allow users to subscribe to it. Use the RSS connector to retrieve feed information and trigger flows when new items are published in an RSS feed.

Or you can make a request for a service and we will do our best to add support for it.
Make a Request

Explore tons of pre-built templates

Start automating common business processes immediately with tons of prebuilt templates.
You can use them as they are or customize them to suit your needs

Turn new JotForm submissions into Agile CRM contacts (Coming soon)

Turn new Google Sheets rows into Agile CRM contacts (Coming soon)

Update Agile CRM contacts from new Typeform entries (Coming soon)

Add new Facebook Lead Ads leads as contacts in Agile CRM (Coming soon)

Add new Mailchimp subscribers to Agile CRM contacts (Coming soon)

Supported
Triggers, Searches, Filters, and Actions

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Available Datasets

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Frequently Asked Questions

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Ready to start automating?

Getting started with Easyflow is simple, secure and there's no installation required.

1. Choose your apps

Select and authorize the apps you want to sync.

2. Connect

Hundreds of prebuilt templates
‍

3. Let it start!

Set it and forget it, Easyflow will take over from here!
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