Connect Userflow and Agile CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
User Created
Group Created
Group Updated
Choose an Action
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
Ready to use Userflow and Agile CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
User Created
Triggers when a user is created in Userflow.
Group Created
Triggers when a group is created in Userflow.
Group Updated
Triggers when a group is updated in Userflow.
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 Userflow integrations.
Track Event
Tracks an event for a user/group.
Delete Group
Delete an existing group for specified group id.
Find Group
Finds an existing group
Find User
Find an existing user.
Create/Update User
Creates (or updates) a user.
Create/Update Group
Updates (or creates) a group.
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Frequently Asked Questions
To start, connect both your Userflow and Agile CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Userflow triggers actions in Agile CRM (or vice versa).
Absolutely. You can customize how Userflow data is recorded in Agile CRM. This includes choosing which data fields go into which fields of Agile CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Userflow and Agile CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Userflow and Agile CRM. 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.
About Userflow
UserFlow is a tool designed to help developers and product teams build user onboarding flows without coding. It provides interactive guides and in-app messages to enhance user experience.
Learn MoreAbout 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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