Connect Agile CRM and Gmail
Integrate Agile CRM with Gmail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add or Remove Labels on Emails in Gmail when New Task in Agile CRM
Add or Remove Labels on Emails in Gmail when New Contact in Agilecrm
Create Email Draft in Gmail when New Task in Agile CRM
Create Email Draft in Gmail when New Deal in Agilecrm
Add or Remove Labels on Emails in Gmail when New Deal in Agilecrm
Popular Agile CRM + Gmail flows
Start from a real workflow other teams are already running.
Choose a trigger
Agile CRM
When this happens...
New Contact
New Deal
New Task
Choose an action
Gmail
Automatically do this!
Send Email
Add or Remove Labels on Emails
Reply To Thread
Get Thread Replies
Search Email Messages
Get Email Attachment
Create Email Draft
List all Mails
Add or Remove Labels on Emails in Gmail when New Task in Agile CRM
Use this flowAdd or Remove Labels on Emails in Gmail when New Contact in Agilecrm
Use this flowCreate Email Draft in Gmail when New Task in Agile CRM
Use this flowCreate Email Draft in Gmail when New Deal in Agilecrm
Use this flowAdd or Remove Labels on Emails in Gmail when New Deal in Agilecrm
Use this flowSearch Email Messages in Gmail when New Task in Agile CRM
Use this flowList All Contacts in Agilecrm when New Email Received in Gmail
Use this flowCreate Deal in Agile CRM when New Email Received in Gmail
Use this flowList All Companies in Agilecrm when New Email Received in Gmail
Use this flowList All Events in Agilecrm when New Email Received in Gmail
Use this flowSupported Triggers & Actions
Everything you can automate between Agile CRM and Gmail.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
New Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Email Received
Runs when new email arrives
New Email Sent
Runs the workflow automatically whenever a new email appears in the Sent mailbox or in a specified label.
Do thisActions
Action is the task that follows automatically within your Agile CRM integrations.
List All Contacts
Retrieves the list of all contacts
List All Companies
Retrieves the list of all companies
List All Events
Retrieves the list of all events
List All Deals
Retrieves the list of all deals
List All Campaigns
Retrieves the list of all campaigns
List All Tracks
Retrieves the list of al tracks
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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From idea to automation.
AI will build it for you
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Agile CRM and Gmail workflows.
Learn how to automate Agile CRM and Gmail workflows.
Learn how to automate Agile CRM and Gmail workflows.
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About 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.
Learn more
About Gmail
Gmail is Google's email service that helps users send, receive, organize, search, and manage email messages with powerful spam filtering and integration across Google Workspace.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agile CRM and Gmail 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 Agile CRM and Gmail 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 Gmail. No coding required.
Yes. You can set up a workflow where Agile CRM triggers actions in Gmail, and a separate workflow where Gmail triggers actions in Agile CRM. 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 Agile CRM and Gmail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agile CRM and Gmail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
