Integrate Agile CRM with Pipl.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Agile CRM
When this happens...
New Contact
New Deal
New Task
Pipl.ai
Automatically do this!
Add a new workspace
Create a new campaign
List all campaigns
Get campaign status
Get campaign email accounts
Set campaign name
Pause campaign
Add leads to a campaign
Delete leads from a campaign
Lead Update
Adds Emails to the blocklist
Add a new workspace in Piplai when New Contact in Agilecrm
Use this flowCreate a new campaign in Piplai when New Contact in Agilecrm
Use this flowList all campaigns in Piplai when New Contact in Agilecrm
Use this flowGet campaign status in Piplai when New Contact in Agilecrm
Use this flowGet campaign email accounts in Piplai when New Contact in Agilecrm
Use this flowSet campaign name in Piplai when New Contact in Agilecrm
Use this flowPause campaign in Piplai when New Contact in Agilecrm
Use this flowAdd leads to a campaign in Piplai when New Contact in Agilecrm
Use this flowDelete leads from a campaign in Piplai when New Contact in Agilecrm
Use this flowLead Update in Pipl.ai when New Contact in Agilecrm
Use this flowEverything you can automate between Agile CRM and Pipl.ai.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created in agile crm
Triggers when a new deal is created
Triggers when a task is created.
Action is the task that follows automatically within your Agile CRM integrations.
Retrieves the list of all contacts
Retrieves the list of all companies
Retrieves the list of all events
Retrieves the list of all deals
Retrieves the list of all campaigns
Retrieves the list of al tracks

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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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 morePipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.
Learn moreSign up for a free viaSocket account, then authorize both your Agile CRM and Pipl.ai 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 Pipl.ai 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 Pipl.ai. No coding required.
Yes. You can set up a workflow where Agile CRM triggers actions in Pipl.ai, and a separate workflow where Pipl.ai 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 Pipl.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agile CRM and Pipl.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.