Connect AgentMail and CRM.io
Integrate AgentMail with CRM.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All lists from CRM.io when New Email Received in Agentmail
Search List by Name in CRM.io when New Email Received in Agentmail
List All Tags from CRM.io when New Email Received in Agentmail
Search Notes in CRM.io when New Email Received in Agentmail
List All Companies from CRM.io when New Email Received in Agentmail
Popular AgentMail + CRM.io flows
Start from a real workflow other teams are already running.
Choose a trigger
AgentMail
When this happens...
New Email Received
New Email Sent
New Email Delivered
New Email Bounced
New Spam Complaint
Choose an action
CRM.io
Automatically do this!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
List All lists from CRM.io when New Email Received in Agentmail
Use this flowSearch List by Name in CRM.io when New Email Received in Agentmail
Use this flowList All Tags from CRM.io when New Email Received in Agentmail
Use this flowSearch Notes in CRM.io when New Email Received in Agentmail
Use this flowList All Companies from CRM.io when New Email Received in Agentmail
Use this flowList All Deals from CRM.io when New Email Received in Agentmail
Use this flowList All Pipelines from CRM.io when New Email Received in Agentmail
Use this flowList All Products from CRM.io when New Email Received in Agentmail
Use this flowList All Sources from CRM.io when New Email Received in Agentmail
Use this flowList All Users from CRM.io when New Email Received in Agentmail
Use this flowSupported Triggers & Actions
Everything you can automate between AgentMail and CRM.io.
When this happensTriggers
A trigger is an event that starts a workflow.
New Email Received
Runs when a new email arrives in a chosen inbox.
New Email Sent
Runs when an email is sent from a chosen inbox.
New Email Delivered
Runs when a sent email reaches the recipient's mail server.
New Email Bounced
Runs when a sent email bounces, with the bounce type and recipients.
New Spam Complaint
Runs when a recipient marks a sent email as spam.
Do thisActions
Action is the task that follows automatically within your AgentMail integrations.
Forward Email
Forward an email from an inbox to new recipients with an optional note.
Send Email
Send a new email from an inbox with text or HTML, attachments and labels.
Create Inbox
Create a new email inbox with an optional username, domain and display name.
Reply to Email
Reply to an email in its thread, to the sender or to everyone on it.
Update Email Labels
Add or remove labels on an email to track its state.
Send Draft
Send a saved draft from an inbox and optionally change its labels.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About AgentMail
AgentMail provides email inboxes and API tools for AI agents to send, receive, and manage email programmatically.
Learn moreSimilar apps
About CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your AgentMail and CRM.io accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between AgentMail and CRM.io as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach CRM.io. No coding required.
Yes. You can set up a workflow where AgentMail triggers actions in CRM.io, and a separate workflow where CRM.io triggers actions in AgentMail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between AgentMail and CRM.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire AgentMail and CRM.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
