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Connect Upvoted and Agile CRM

Integrate Upvoted with Agile CRM 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 Upvoted and Agile CRM.

When this happensTriggers

A trigger is an event that starts a workflow.

new feature is added

new feature is added

runs when new feature is added

New comments arrive on a feature

New comments arrive on a feature

runs when new comments arrive on a feature

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 Upvoted

Do thisActions

Action is the task that follows automatically within your Upvoted integrations.

Create Feature

Create Feature

Create a new feature.

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

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 + Upvoted
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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.

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Frequently Asked Questions

How do I connect Upvoted and Agile CRM?

Sign up for a free viaSocket account, then authorize both your Upvoted 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Upvoted and Agile CRM 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 Upvoted to Agile CRM?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Upvoted triggers actions in Agile CRM, and a separate workflow where Agile CRM triggers actions in Upvoted. 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 Upvoted and Agile CRM. 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 Upvoted 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.