Connect Simplesat and Agile CRM
Integrate Simplesat with Agile CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Simplesat + Agile CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Simplesat
When this happens...
- Request a new Trigger for Simplesat
Choose an action
Agile CRM
Automatically do this!
List All Contacts
List All Companies
List All Events
List All Deals
List All Campaigns
List All Tracks
List All Tickets Filter
List All Pending Task
Create Contact
Create Company
Create Deal
Add Event
Create Ticket
Create Task
Add to Campaign
Add Note to Contact
Add Score to Contact
Add Tag to Contact
Get Surveys from Simplesat when New Contact in Agilecrm
Use this flowList Questions from Simplesat when New Contact in Agilecrm
Use this flowUpsert Customer in Simplesat when New Contact in Agilecrm
Use this flowCreate Member in Simplesat when New Contact in Agilecrm
Use this flowUpdate Customer in Simplesat when New Contact in Agilecrm
Use this flowCreate/Update Customer in Simplesat when New Contact in Agilecrm
Use this flowGet Surveys from Simplesat when New Deal in Agilecrm
Use this flowList Questions from Simplesat when New Deal in Agilecrm
Use this flowUpsert Customer in Simplesat when New Deal in Agilecrm
Use this flowCreate Member in Simplesat when New Deal in Agilecrm
Use this flowSupported Triggers & Actions
Everything you can automate between Simplesat and Agile CRM.
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.
Do thisActions
Action is the task that follows automatically within your Simplesat integrations.
Get Surveys
Get surveys in simplesat.
List Questions
Get a questions in Simplesat.
Upsert Customer
Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.
Create Member
Create a new team member in simplesat
Update Customer
Update a customer by ID.
Create/Update Customer
Creates/updates a customer.
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.
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About Simplesat
Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Simplesat and Agile CRM 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 Simplesat and Agile CRM 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 Agile CRM. No coding required.
Yes. You can set up a workflow where Simplesat triggers actions in Agile CRM, and a separate workflow where Agile CRM triggers actions in Simplesat. 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 Simplesat and Agile CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Simplesat and Agile CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
