Agile CRM + Emma Integration

Integrate Agile CRM to Emma in one click, or tell Integrately AI how you want each contact handled. Sync your subscriber lists, update customer behavior data, trigger targeted campaigns, and drive repeat purchases automatically.

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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
  • Emma
    Subscriber is created in Emma Instant
  • Emma
    Subscriber is unsubscribed in Emma Instant
  • Emma
    Group is created in Emma Instant
  • Emma
    Member is added to group in Emma Instant
  • Emma
    Member shares a message in Emma Instant
  • Emma
    Group is deleted in Emma Instant
  • Emma
    Group is updated in Emma Instant
  • Emma
    Field is updated in Emma Instant
  • Emma
    Member is updated in Emma Instant
  • Emma
    Mailing is finished in Emma Instant
  • Emma
    Field is created in Emma Instant
  • Emma
    Field is deleted in Emma Instant
  • Emma
    Member status is updated in Emma Instant
  • Emma
    Member is deleted in Emma Instant
  • Emma
    Member is removed from group in Emma Instant
  • Emma
    Message is forwarded in Emma Instant
  • Emma
    Member shares link to message and someone click on it in Emma Instant
  • Emma
    Message is opened in Emma Instant
  • Emma
    Message is clicked in Emma Instant
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
  • Emma
    Create subscriber in Emma
  • Emma
    Get memeber by Id in Emma
  • Emma
    Create group in Emma

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Ready Workflows Ready Workflows for Agile CRM + Emma Integration

Capture subscribers, sync customer lists, trigger campaigns, update records, and drive repeat purchases, all in just one click.

Most popular automationmost-popular-automations
Agile CRM + Emma Integration

Create Emma contact for new Agile CRM contact

If you're using Agile CRM to manage your sales leads, it's important to also use Emma 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 Emma.

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 + Emma flow

Sync your store orders, ad leads, and payment details to keep customer communication relevant and up to date. Pick a combination and activate it in one click.

Agile CRM
Emma
+
ShopifyShopify (4)
+
Facebook Lead AdsFacebook Lead Ads (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
S
A
E
Add every new Shopify order to Agile CRM as a contact, and create a subscriber in Emma instantly.
New Shopify orders automatically create contacts in Agile CRM and subscribers in Emma, so your marketing and sales lists stay in sync without manual entry.
S
A
E
When a Shopify order is updated, update the matching contact in Agile CRM and add the member to a group in Emma.
Keep customer records current across Agile CRM and Emma whenever order details change in Shopify.
S
A
E
If a Shopify order total exceeds 500 dollars, add a VIP tag to the contact in Agile CRM and create a subscriber in Emma.
Segment high-value Shopify buyers automatically in Agile CRM and Emma for targeted VIP campaigns.
S
A
E
Use ChatGPT to analyse every new Shopify customer note, create a tagged contact in Agile CRM, and add the subscriber to a targeted group in Emma.
AI analyses Shopify order notes to tag contacts in Agile CRM and organise Emma subscribers intelligently.

Supported triggers and actions for Agile CRM and Emma

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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Emma
Emma Triggers & Actions
Instant
Subscriber is created in Emma
Triggers the automation when a new subscriber is added
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Instant
Subscriber is unsubscribed in Emma
Triggers the automation when a subscriber opts out from further communication
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Instant
Group is created in Emma
Triggers the automation when a new group is created
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Instant
Member is added to group in Emma
Triggers the automation when a new member is added to a group
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Instant
Member shares a message in Emma
Triggers the automation when a member shares a message
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Instant
Group is deleted in Emma
Triggers the automation when any group is deleted
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Instant
Group is updated in Emma
Triggers the automation when any group is updated
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Instant
Field is updated in Emma
Triggers the automation when a particular action in the workflow fails
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Instant
Member is updated in Emma
Triggers the automation when a member's profile is updated
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Instant
Mailing is finished in Emma
Triggers the automation when the mailing process is completed
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Instant
Field is created in Emma
Triggers the automation when a particular action in the workflow fails
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Instant
Field is deleted in Emma
Triggers the automation when a particular action in the workflow fails
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Instant
Member status is updated in Emma
Triggers the automation when the status of a member is updated
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Instant
Member is deleted in Emma
Triggers the automation when any member is removed from the system
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Instant
Member is removed from group in Emma
Triggers the automation when a member is removed from a particular group
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Instant
Message is forwarded in Emma
Triggers the automation when a message is forwarded
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Instant
Member shares link to message and someone click on it in Emma
Triggers the automation when someone clicks on a link shared by one of the members
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Instant
Message is opened in Emma
Triggers the automation when a message is opened
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Instant
Message is clicked in Emma
Triggers the automation when a message is clicked
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Create subscriber in Emma
Adds new users to the subscription list
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Get memeber by Id in Emma
Retrieves a member's data based on their id
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Create group in Emma
Creates a new group based on particular criteria
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What can you automate with Agile CRM + Emma?

Streamline your customer data and marketing campaigns by connecting Agile CRM and Emma for seamless synchronization.

What you can automate?
🔄
Sync contacts between Agile CRM and Emma automatically
Turn every new contact created in Agile CRM into an active subscriber in Emma instantly, keeping your sales and marketing databases completely aligned.
📋
Capture every submitted field and detail
Map comprehensive contact details and custom attributes from Agile CRM into your Emma subscriber profiles without missing custom data fields.
🔔
Trigger instant campaign updates on events
Enrol new subscribers into specific Emma groups and create follow-up tasks in Agile CRM the moment key customer actions occur.
🔀
Route records based on submitted field criteria
Segment leads conditionally, creating deals in Agile CRM or assigning targeted groups in Emma based on specific subscriber attributes.
⏱️
Keep destination records updated as data changes
Ensure modifications made to contact profiles or subscriber statuses in Agile CRM automatically reflect across Emma records in real time.
🔍
Add or update records without creating duplicates
Search existing databases before creating entries, updating current contacts in Agile CRM and refreshing existing subscribers in Emma cleanly.
Handle later status changes and cancellations
Manage subscription updates, status changes, and cancellations across both Agile CRM and Emma without manual database maintenance.
🌐
Extend flows to popular ecommerce and ad platforms
Connect Shopify orders or Facebook Lead Ads data directly into your Agile CRM and Emma workflow to automate multi-app customer journeys.
And much more...

Who is Agile CRM + Emma integration for?

Connecting Agile CRM and Emma streamlines lead management and campaign targeting for teams who need to turn subscriber data into active sales without manual entry.

Performance marketers
Performance marketers
Sales reps
Sales reps
Agency account managers
Agency account managers
Customer support teams
Customer support teams
Marketing coordinators
Marketing coordinators
Operations leads
Operations leads
📈
Performance marketers
You're managing leads in Agile CRM but campaigns live separately in Emma, so your marketing lists only update when someone manually exports contacts — with this integration, every new lead lands in Emma instantly and your campaigns target fresh data.
Sales reps
You're tracking deals in Agile CRM but customer replies arrive in Emma, so reps find out about buyer interest too late to close — this integration means every subscriber interaction updates your CRM records instantly so your team follows up on warm leads.
📊
Agency account managers
You're reporting on subscriber growth from Agile CRM to stakeholders, but manual list exports leave gaps in your pipeline history — connecting these apps means every new contact and subscriber syncs automatically for accurate campaign reporting.
🎫
Customer support teams
You're handling high volumes of customer signups in Agile CRM, but manual entry into Emma leaves leads waiting hours for welcome emails — automating both apps means every signup triggers immediate campaign enrolment and clean record creation.
🎯
Marketing coordinators
You're assigning leads in Agile CRM while marketing teams manage broadcasts in Emma, so handoffs between departments get delayed — with this integration, every contact change updates your subscriber lists so both teams work from the same pipeline.
🗂️
Operations leads
You're logging customer interactions in Agile CRM, but disconnected subscriber lists mean your communication history has missing entries — automating both apps means every subscriber action maps directly to your CRM history for complete record tracking.
Our team

Ready Workflows Did you know?

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 + Emma

Build and manage your Agile CRM + Emma 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 + Emma 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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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Agile CRM to Emma?
Frequently Asked Questions
You can connect Agile CRM to Emma in 1-click using ready-made templates on Integrately or by asking Integrately AI to build the workflow. It links seamlessly with tools like Shopify, Facebook Lead Ads, and Mailchimp.
Can I automatically sync new Agile CRM contacts as subscribers in Emma?
Frequently Asked Questions
Can I connect Agile CRM, Emma, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Emma?
Frequently Asked Questions
How are contact updates handled between Agile CRM and Emma?
Frequently Asked Questions
Can I trigger Emma group updates from Agile CRM events?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Emma?
Frequently Asked Questions
Is the Agile CRM and Emma integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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