Integrations Agile CRM iFolio Cloud
Agile CRM + iFolio Cloud

Connect Agile CRM and iFolio Cloud to Build Intelligent Automations

Choose a Trigger

Agile CRM

When this happens...

Choose an Action

iFolio Cloud

Automatically do this!

Enable Integrations or automations with these events of Agile CRM and iFolio Cloud

Enable Integrations or automations with these events of Agile CRM and iFolio Cloud

Triggers

New Contact

New Contact

Triggers when a new contact is created in agile crm

New Deal

New Deal

Triggers when a new deal is created

New Task

New Task

Triggers when a task is created.

Request a new Trigger for Agile CRM

Actions

List All  Contacts

List All Contacts

Retrieves the list of all contacts

List All  Companies

List All Companies

Retrieves the list of all companies

List All Events

List All Events

Retrieves the list of all events

List All Deals

List All Deals

Retrieves the list of all deals

List All Campaigns

List All Campaigns

Retrieves the list of all campaigns

List All Tracks

List All Tracks

Retrieves the list of al tracks

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Frequently Asked Questions

How do I start an integration between Agile CRM and iFolio Cloud?

To start, connect both your Agile CRM and iFolio Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Agile CRM triggers actions in iFolio Cloud (or vice versa).

Can we customize how data from Agile CRM is recorded in iFolio Cloud?

Absolutely. You can customize how Agile CRM data is recorded in iFolio Cloud. This includes choosing which data fields go into which fields of iFolio Cloud, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Agile CRM and iFolio Cloud?

The data sync between Agile CRM and iFolio Cloud typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Agile CRM to iFolio Cloud?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Agile CRM and iFolio Cloud?

Yes, you can set conditional logic to control the flow of data between Agile CRM and iFolio Cloud. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Agile CRM

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.

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iFolio Cloud

About iFolio Cloud

iFOLIO is the all-in-one integrated marketing platform to grow your business and enhance digital presence. Make work easier!

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