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Connect Agile CRM and ProofHub

Integrate Agile CRM with ProofHub to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Agile CRM and ProofHub.

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Discussion Or Topic Created

New Discussion Or Topic Created

Runs when new discussion or topic is created

New Task Is Added

New Task Is Added

Runs when new task is added

Task or Subtask Updated

Task or Subtask Updated

Runs when a task or subtask is updated or marked completed in ProofHub

Do thisActions

Action is the task that follows automatically within your Agile CRM integrations.

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

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Agile CRM
Agile CRM + ProofHub
Agile CRM logo

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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Integrations ProofHub
ProofHub + Agile CRM
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About ProofHub

ProofHub is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it ideal for teams of all sizes.

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Frequently Asked Questions

How do I connect Agile CRM and ProofHub?

Sign up for a free viaSocket account, then authorize both your Agile CRM and ProofHub 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Agile CRM and ProofHub as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Agile CRM to ProofHub?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ProofHub. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Agile CRM triggers actions in ProofHub, and a separate workflow where ProofHub triggers actions in Agile CRM. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Agile CRM and ProofHub. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Agile CRM and ProofHub integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.