Agile CRM

Connect AI agents to Agile CRM. Agents create and update contacts, companies, deals, tasks, and notes, tag records for routing, and keep sales pipelines current from your flows.

25 actions available

A new form submission arrives from a lead source

Agent reads the name, email, company, and message

Agent runs Get Contact by Email to avoid a duplicate

Agent creates the contact and company, then adds routing tags

Sales owner gets an email that a new lead is assigned

A lead above a deal-size signal routes to a manager before assignment

What This Integration Enables

An agent can create and update contacts and companies, search and re-tag records in bulk, and keep deals moving through the pipeline. It creates tasks and notes tied to a specific contact so follow-up is scheduled the moment a workflow event fires, not whenever someone thinks of it. Add Tags to Contact and Delete Tags from Contact let the agent segment and route leads by rule. Agile CRM has no event triggers of its own, so flows start from the systems around it: a form tool, an inbox, a spreadsheet, or a scheduled sweep. The agent is the bridge that turns those inbound signals into clean CRM records and timely follow-up, which is exactly the manual work that eats a small sales team's day.

Without FlowRunner

Leads retyped by hand A rep copies form fields into the CRM, one contact at a time

Duplicates pile up The same lead gets entered twice because nobody checks first

Follow-up slips Tasks and notes get created when someone remembers, not when the event happens

With FlowRunner

Leads captured on arrival The agent creates the contact and company the moment the form lands

Deduplicated by email A lookup runs before every create, so records stay clean

Follow-up scheduled automatically Tasks and notes attach to the contact as part of the workflow

Use Case Scenarios

Inbound Lead Becomes a Clean Record

A [Typeform](/integrations/typeform) submission returns a new lead. The agent reads the response, runs Get Contact by Email to check for an existing record, then calls Create Contact and Create Company if the lead is new, or Update Contact if it already exists. It applies routing tags with Add Tags to Contact so the lead lands in the right rep's segment. No one retypes the form.

Deal Opened, Owner Notified

When the agent runs Create Deal for a qualified lead, it follows with [Gmail](/integrations/gmail-service) Send Message to notify the sales owner with the deal name, value, and contact details. The rep learns about the opportunity in their inbox instead of finding it later in a pipeline view.

Bulk Cleanup With a Checkpoint

A weekly flow calls List Contacts to pull records, then exports each to [Google Sheets](/integrations/google-sheets) with Add Row for review, and re-tags stale contacts with Add Tags to Contact. When cleanup would delete contacts rather than re-tag them, the agent stops and asks an admin to confirm the list before anything is removed.

Human-in-Loop Highlight

Small teams route leads by feel, and the highest-value ones are exactly where a wrong assignment costs the most. When a captured lead carries a signal that it is above your usual deal size, the agent does not auto-assign it. It treats the assignment as a [human-in-the-loop](/concepts/human-in-the-loop/) step: it pauses, presents the lead and why it flagged, and routes the decision to a sales manager through email or Slack. The manager picks the owner. The agent then creates the deal, applies the tags, and schedules the follow-up. Routine leads flow through untouched; the ones worth a human's attention get one.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

25 actions

Contacts

Create Contact Creates a new person contact in Agile CRM. Provide any of the simple fields (first name, last name, email, phone, company, title) which are converted into Agile's properties array, and/or pass a raw properties array for custom fields and non-default subtypes. Tags may be attached at creation.
Get Contact Retrieves a single contact by its Agile CRM id. The response includes the raw properties array plus a flattened 'simple' object for convenient field access.
Get Contact by Email Looks up a contact by its email address. Returns the matching contact with the raw properties array and a flattened 'simple' object, or an error if no contact matches.
List Contacts Retrieves a page of contacts from Agile CRM using cursor-based pagination. Returns an array of contacts (each with a flattened 'simple' object) and a cursor for the next page when more results are available.
Update Contact Updates properties on an existing contact. Provide the contact id plus any simple fields to change and/or a raw properties array. Only the supplied properties are modified; omitted properties are left untouched.
Delete Contact Permanently deletes a contact by id. This action cannot be undone.
Search Contacts Full-text search across contacts or companies by keyword. Filter by record type and control page size. Returns matching records, each with a flattened 'simple' object.
Add Tags to Contact Adds one or more tags to a contact identified by email address. Tags already present are left unchanged.
Delete Tags from Contact Removes one or more tags from a contact identified by email address.

Companies

Create Company Creates a company record in Agile CRM. Provide the company name and optional website/phone which are converted into Agile's properties array, and/or pass a raw properties array for custom fields.
Get Company Retrieves a single company by its Agile CRM id, including the raw properties array and a flattened 'simple' object.
List Companies Retrieves a page of companies using cursor-based pagination. Returns an array of companies (each with a flattened 'simple' object) and a cursor for the next page when available.
Update Company Updates properties on an existing company. Provide the company id plus any simple fields to change and/or a raw properties array. Only supplied properties are modified.
Delete Company Permanently deletes a company by id. This action cannot be undone.

Deals

Create Deal Creates a deal (opportunity) in Agile CRM. Expected value is required. Associate the deal with a track (pipeline) and milestone using the Get Tracks and Get Milestones dictionaries, and optionally link it to contacts.
Get Deal Retrieves a single deal (opportunity) by its Agile CRM id.
List Deals Retrieves a page of deals (opportunities) using cursor-based pagination. Returns the deals array and a cursor for the next page when available.
Update Deal Partially updates a deal. Provide the deal id plus any fields to change; omitted fields are left unchanged. Use the Get Tracks and Get Milestones dictionaries to select a track and milestone.
Delete Deal Permanently deletes a deal (opportunity) by id. This action cannot be undone.

Tasks

Create Task Creates a task in Agile CRM. Set a subject, task type, priority, and due date (Unix timestamp in seconds), and optionally associate it with contacts.
List Pending Tasks Retrieves pending (incomplete) tasks due within the given number of days from today.
Update Task Updates an existing task. Provide the task id plus any fields to change; omitted fields are left unchanged.
Delete Task Permanently deletes a task by id. This action cannot be undone.

Notes

Create Note Creates a note and links it to one or more contacts. Provide a subject, description, and the contact ids to associate.
List Notes for Contact Retrieves all notes attached to a specific contact, ordered by most recent first.

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