Agile CRM + Campaign Monitor Integration

Integrate Agile CRM to Campaign Monitor in one click, or tell Integrately AI how you want each contact handled. Add new contacts to lists, trigger transactional emails, update subscriber status, and log campaign results automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Campaign Monitor
    Subscriber is added to list in Campaign Monitor
  • Campaign Monitor
    Subscriber is removed from list in Campaign Monitor
  • Campaign Monitor
    Email is clicked in Campaign Monitor
  • Campaign Monitor
    Email is openned in Campaign Monitor
  • Campaign Monitor
    Campaign is emailed to someone bounce in Campaign Monitor
Arrow Right
2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Campaign Monitor
    Add Subscriber in Campaign Monitor
  • Campaign Monitor
    Update subscriber in Campaign Monitor
  • Campaign Monitor
    Search Subscriber in Campaign Monitor
  • Campaign Monitor
    Unsubscribe subscriber in Campaign Monitor
  • Campaign Monitor
    Send Smart Transactional Email in Campaign Monitor

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Ready Workflows Ready Workflows for Agile CRM + Campaign Monitor Integration

Add contacts, manage subscriber lists, trigger transactional emails, update subscriber records, and track campaign responses, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + Campaign Monitor Integration

Create Campaign Monitor contact for new Agile CRM contact

If you're using Agile CRM to manage your sales leads, it's important to also use Campaign Monitor to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Agile CRM, a corresponding contact will automatically be created in Campaign Monitor.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Agile CRM + Campaign Monitor flow

Connect your core automation to billing, forms, spreadsheets, and scheduling tools to run your entire customer journey. Pick a combination and activate it in one click.

Agile CRM
Campaign Monitor
+
ShopifyShopify (4)
+
TypeformTypeform (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
A
C
S
When a contact is created in Agile CRM, add them as a subscriber in Campaign Monitor and create a customer in Shopify.
New Agile CRM contacts update Campaign Monitor lists and create Shopify customer records immediately, saving your store team from manual data entry.
C
A
S
When a subscriber is added to a list in Campaign Monitor, update the contact in Agile CRM and log the order in Shopify.
Campaign Monitor list updates sync back to Agile CRM and record purchase activity in Shopify, keeping your records unified.
A
C
S
When a deal is created in Agile CRM, send a transactional email in Campaign Monitor and create a draft order in Shopify.
Agile CRM deals trigger Campaign Monitor transactional emails and open Shopify draft orders automatically for your sales team.
S
A
C
Use Claude to analyze new Shopify customer data, add a tag in Agile CRM, and update the subscriber in Campaign Monitor.
Claude evaluates new Shopify customer details, tags the profile in Agile CRM, and updates the subscriber status in Campaign Monitor.

Supported triggers and actions for Agile CRM and Campaign Monitor

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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Campaign Monitor
Campaign Monitor Triggers & Actions
Subscriber is added to list in Campaign Monitor
Triggers the automation when a subscriber is added to a list
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Subscriber is removed from list in Campaign Monitor
Triggers the automation when a subscriber is removed from a list
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Email is clicked in Campaign Monitor
Triggers the automation when an email link is clicked by the recipient
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Email is openned in Campaign Monitor
Triggers the automation when an email is opened
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Campaign is emailed to someone bounce in Campaign Monitor
Triggers the automation when a campaign email is bounced
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Add Subscriber in Campaign Monitor
Adds a new contact to your subscriber list
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Update subscriber in Campaign Monitor
Updates subscriber information
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Search Subscriber in Campaign Monitor
Looks up and retrieves subscriber information
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Unsubscribe subscriber in Campaign Monitor
Removes a subscriber from the mailing list
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Send Smart Transactional Email in Campaign Monitor
Sends a smart transactional email
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What can you automate with Agile CRM + Campaign Monitor?

Streamline your customer data and email marketing workflows with powerful multi-app automations.

What you can automate?
🔄
Sync contacts between CRM and email lists
Automatically add every new Agile CRM contact as a subscriber in Campaign Monitor. Keep your marketing lists up to date without manual exports or duplicate entries.
📋
Capture every submitted contact field
Map all available contact details and custom fields from Agile CRM into Campaign Monitor subscriber profiles. Ensure your email campaigns target accurate subscriber data.
🔔
Trigger instant transactional emails
Send smart transactional emails in Campaign Monitor the moment a deal or task is created in Agile CRM. Keep customers informed without manual message dispatch.
🔀
Route subscribers based on CRM tags
Add subscribers to specific Campaign Monitor lists depending on tags or deal milestones in Agile CRM. Target your audience with precision based on sales activity.
📝
Keep subscriber statuses synchronized
Update subscriber records in Campaign Monitor whenever contact details change in Agile CRM. Maintain consistent customer profiles across both platforms.
🛡️
Prevent duplicate records automatically
Search for existing subscriber profiles in Campaign Monitor before adding new contacts from Agile CRM. Keep your email database clean and organized.
📉
Handle subscriber removals and bounces
Unsubscribe contacts in Campaign Monitor or update Agile CRM records when email bounces occur or subscriptions are canceled. Maintain pristine list hygiene.
Extend workflows to external apps
Trigger actions in Google Sheets or Shopify after your Agile CRM and Campaign Monitor automation finishes. Connect your complete tech stack effortlessly.
And much more...

Who is Agile CRM + Campaign Monitor integration for?

Connecting Agile CRM and Campaign Monitor eliminates manual list management and synchronization delays for growing revenue and marketing teams.

Performance marketers
Performance marketers
Sales managers
Sales managers
Account executives
Account executives
Operations leads
Operations leads
Marketing coordinators
Marketing coordinators
Data analysts
Data analysts
📈
Performance marketers
You're running multi-channel campaigns but your subscriber lists only update when someone manually exports contacts, so the engagement numbers you're optimizing against are always hours behind — with this integration, every new contact syncs instantly and your campaign data stays current.
Sales managers
You need to act fast when prospects engage with email campaigns, but finding out about opens and clicks takes too long across separate tools — connecting these apps means every subscriber interaction updates your CRM records in real time.
🤝
Account executives
You answer to clients who want to see prompt follow-ups, but manual handoffs between marketing lists and CRM deals cause frustrating delays — this integration means every contact moves seamlessly from campaigns to active deals without dropped communications.
📊
Operations leads
The volume of new leads is too high for anyone to keep up by hand, leading to missed list updates and messy data structures — automating both apps means every contact and campaign event is handled instantly and accurately.
🎯
Marketing coordinators
You own subscriber list management and depend on sales updates to trigger targeted email campaigns, but manual syncing leaves your lists outdated — automating both apps means your segments update the moment deals change.
🗂️
Data analysts
You need a reliable history of customer interactions across your CRM and email platforms, but keep finding gaps in activity logs — connecting these apps means every subscriber action is recorded in your database without manual intervention.
Our team

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Agile CRM + Campaign Monitor

Build and manage your Agile CRM + Campaign Monitor automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + Campaign Monitor with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Agile CRM to Campaign Monitor?
Frequently Asked Questions
You can connect Agile CRM to Campaign Monitor in one click using Integrately. Choose from ready-made workflows or use Integrately AI to set up your integration with Google Sheets, Shopify, or Mailchimp instantly.
Can I automatically sync new Agile CRM contacts to Campaign Monitor email lists?
Frequently Asked Questions
Can I connect Agile CRM, Campaign Monitor, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Campaign Monitor?
Frequently Asked Questions
How does Agile CRM handle contact creation and updates in this integration?
Frequently Asked Questions
How does Campaign Monitor track subscriber lists and email activity?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Campaign Monitor?
Frequently Asked Questions
Is the Agile CRM and Campaign Monitor integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or Campaign Monitor With 1500+ Other Apps

Agile CRM
Popular Agile CRM Integrations
Connect Agile CRM to sales, support, and billing platforms to manage your customer relationships and pipeline effectively.
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Campaign Monitor
Popular Campaign Monitor Integrations
Sync Campaign Monitor with e-commerce, content, and analytics tools to enhance your email marketing and audience engagement.