Connect Agile CRM and Guidebook
Integrate Agile CRM with Guidebook to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update a Guide in Guidebook when New Contact in Agilecrm
Create a Custom List Item in Guidebook when New Contact in Agilecrm
Create a Custom List in Guidebook when New Contact in Agilecrm
Create Menu Item in Guidebook when New Contact in Agilecrm
Create Attendees in Guidebook when New Contact in Agilecrm
Popular Agile CRM + Guidebook 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
Guidebook
Automatically do this!
Update a Guide
Create a Custom List Item
Create a Custom List
Create Menu Item
Create Attendees
Connect Item to Main Custom List
Create a Session
Update a Session
Delete a Session
Create a Folder
Create Schedule Track
Create Video
Create Webviews
Create Location
Create Question Set
Update a Guide in Guidebook when New Contact in Agilecrm
Use this flowCreate a Custom List Item in Guidebook when New Contact in Agilecrm
Use this flowCreate a Custom List in Guidebook when New Contact in Agilecrm
Use this flowCreate Menu Item in Guidebook when New Contact in Agilecrm
Use this flowCreate Attendees in Guidebook when New Contact in Agilecrm
Use this flowConnect Item to Main Custom List in Guidebook when New Contact in Agilecrm
Use this flowCreate a Session in Guidebook when New Contact in Agilecrm
Use this flowUpdate a Session in Guidebook when New Contact in Agilecrm
Use this flowDelete a Session in Guidebook when New Contact in Agilecrm
Use this flowCreate a Folder in Guidebook when New Contact in Agilecrm
Use this flowSupported Triggers & Actions
Everything you can automate between Agile CRM and Guidebook.
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 Guide
Trigger when a new guide is created.
New Attendee(s)
Trigger when a new new attendee is created.
New Menu Item
Trigger when new menu item is created.
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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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.
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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 Guidebook
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agile CRM and Guidebook 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 Guidebook 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 Guidebook. No coding required.
Yes. You can set up a workflow where Agile CRM triggers actions in Guidebook, and a separate workflow where Guidebook 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 Guidebook. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agile CRM and Guidebook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
