Agile CRM + Lexware Integration

Q: Can I automatically create Lexware invoices when an Agile CRM deal is won?

You can generate Lexware invoices automatically whenever a new deal is created or updated in Agile CRM. There's a ready template available for this exact process.

Q: Can I connect Agile CRM, Lexware, and Slack?

You can connect Agile CRM, Lexware, and Slack together in a multi-step workflow. When a deal is created, it generates an invoice and posts an alert to your Slack channel, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Agile CRM and Lexware?

Integrately is a top-rated alternative for connecting Agile CRM and Lexware, offering 24/5 live chat, free expert setup, and 20 million+ ready automation templates.

Q: How are contacts synced between Agile CRM and Lexware?

You can sync customer contacts between Agile CRM and Lexware using 1-click automations on Integrately. There's a ready template — start from the Agile CRM and Lexware integration.

Q: Can I track quotations and invoices between Agile CRM and Lexware?

You can manage quotations and invoices across Agile CRM and Lexware using automated workflows on Integrately. There's a ready template — start from the Agile CRM and Lexware integration.

Q: Do I need coding skills to automate Agile CRM and Lexware?

You do not need any coding skills to connect Agile CRM and Lexware. Use ready-made templates or ask Integrately AI to build your workflows instantly.

Q: Is the Agile CRM and Lexware integration free?

You can start connecting Agile CRM and Lexware with a free plan on Integrately. Free forever plan available with access to ready workflows.

Integrate Agile CRM to Lexware in one click, or tell Integrately AI how you want each deal handled. Create invoices, update contacts, track quotes, and sync customer details automatically.

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Free forever.

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Contact is created in Agile CRM
Tag is added to contact in Agile CRM
Deal is created in Agile CRM
Deal milestone is changed in Agile CRM
Task is created in Agile CRM
Event is created in Agile CRM
Case is created in Agile CRM
Delivery note is created in Lexware Instant
Contact is created in Lexware Instant
Contact is changed in Lexware Instant
Contact is deleted in Lexware Instant
Invoice is created in Lexware Instant
Invoice is changed in Lexware Instant
Invoice is deleted in Lexware Instant
Quotation is created in Lexware Instant
Quotation is changed in Lexware Instant
Quotation status is changed in Lexware Instant
Quotation is deleted in Lexware Instant
Order confirmation is created in Lexware Instant
Voucher is created in Lexware Instant
Invoice status is changed in Lexware Instant
Voucher status is changed in Lexware Instant
Order confirmation status is changed in Lexware Instant
Credit note is created in Lexware Instant
Credit note is changed in Lexware Instant
Credit note status is changed in Lexware Instant
Credit note is deleted in Lexware Instant
Voucher is changed in Lexware Instant
Voucher is deleted in Lexware Instant
Order confirmation is changed in Lexware Instant
Order confirmation is deleted in Lexware Instant

Create contact in Agile CRM
Update contact in Agile CRM
Add score to contact in Agile CRM
Add tag to contact in Agile CRM
Create deal in Agile CRM
Create task in Agile CRM
Add note in Agile CRM
Search contact in Agile CRM
Search company in Agile CRM
Create company in Agile CRM
Subscribe to campaign in Agile CRM
Add event in Agile CRM
Get invoice by ID in Lexware
Create contact in Lexware
Update contact in Lexware
Search contact in Lexware
Create a quotation in Lexware
Search article by number in Lexware
Update article in Lexware
Create confirmation order in Lexware
Create delivery note in Lexware
Search contact by name in Lexware
Create an invoice in Lexware
Create a voucher in Lexware
Create a credit note in Lexware
Search invoice voucher list in Lexware
Create article in Lexware

Trusted by experts at...

Ready Workflows for Agile CRM + Lexware Integration

Capture leads, generate invoices, update contacts, track deals, and keep your accounts synced, all in just one click.

Create Lexware contact for new Agile CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

Update Lexware contact from new Agile CRM contact

Agile CRM + Lexware Integration

Activate

1of1

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

Connect more apps to your Agile CRM + Lexware flow

Sync payment records, send email notifications, log calendar bookings, and update your team spreadsheets after deals move. Pick a combination and activate it in one click.

Stripe (4)

Gmail (4)

Calendly (3)

Slack (4)

Google Drive (3)

Mailchimp (3)

When a Stripe charge succeeds, create a contact in Agile CRM and create an invoice in Lexware

Every successful Stripe payment creates a contact in Agile CRM and generates a corresponding invoice in Lexware instantly.

When a Stripe subscription is created, update the contact in Agile CRM and create a quotation in Lexware

Keep your Agile CRM contacts updated and generate Lexware quotations automatically when new Stripe subscriptions start.

When a Stripe customer is created, add a tag in Agile CRM and create a contact in Lexware

New Stripe customers are automatically tagged in Agile CRM and registered as contacts in Lexware.

When a Stripe payment fails, create a task in Agile CRM and search for the invoice in Lexware

Failed Stripe payments trigger follow-up tasks in Agile CRM and look up the relevant invoice in Lexware.

When an email is received in Gmail, create a contact in Agile CRM and create an invoice in Lexware

Incoming client emails create contacts in Agile CRM and set up corresponding invoices in Lexware automatically.

When a deal is created in Agile CRM, send an email via Gmail and create a quotation in Lexware

New Agile CRM deals trigger an introductory email in Gmail and generate a quotation in Lexware.

When an invoice is created in Lexware, send a notification email via Gmail and add a note in Agile CRM

Lexware invoices trigger notification emails in Gmail and add reference notes to Agile CRM contacts.

Use Claude to summarise client emails in Gmail, create a contact in Agile CRM, and create a quotation in Lexware

Use Claude to process Gmail inquiries, create Agile CRM contacts, and generate Lexware quotations.

When a Calendly event is scheduled, create a contact in Agile CRM and create a quotation in Lexware

New Calendly bookings automatically create Agile CRM contacts and set up Lexware quotations.

When a Calendly meeting is canceled, update the contact in Agile CRM and search for the contact in Lexware

Canceled Calendly meetings update Agile CRM contact statuses and look up customer records in Lexware.

When a deal is created in Agile CRM, schedule a Calendly invite and create an invoice in Lexware

New Agile CRM deals trigger Calendly scheduling links and create Lexware invoices.

When an invoice is created in Lexware, create a deal in Agile CRM and notify your team in Slack

Lexware invoices automatically create Agile CRM deals and post alerts to your Slack sales channel.

When a deal is created in Agile CRM, create an invoice in Lexware and post an update in Slack

Agile CRM deals generate Lexware invoices and broadcast updates to your finance channel in Slack.

When a deal milestone is changed in Agile CRM, update the contact in Lexware and post the progress in Slack

Agile CRM deal milestone updates modify Lexware contacts and announce progress in Slack.

When an invoice status is changed in Lexware, add a tag in Agile CRM and notify your team in Slack

Lexware invoice status changes apply Agile CRM tags and alert your finance channel in Slack.

When a file is uploaded in Google Drive, create a contact in Agile CRM and create a quotation in Lexware

Google Drive file uploads trigger Agile CRM contact creation and generate Lexware quotations.

When an invoice is created in Lexware, upload the invoice PDF to Google Drive and add a note in Agile CRM

Lexware invoices are archived in Google Drive and referenced in Agile CRM contact notes automatically.

When a deal is created in Agile CRM, create a folder in Google Drive and create an invoice in Lexware

New Agile CRM deals generate dedicated Google Drive project folders and set up Lexware invoices.

When a subscriber is added in Mailchimp, create a contact in Agile CRM and create a contact in Lexware

Mailchimp newsletter subscribers are automatically added as contacts in Agile CRM and registered in Lexware.

When a contact is created in Agile CRM, subscribe them in Mailchimp and create a quotation in Lexware

New Agile CRM contacts subscribe to Mailchimp lists and generate Lexware quotations automatically.

When an invoice is created in Lexware, update the subscriber in Mailchimp and add a tag in Agile CRM

Lexware invoice creation updates Mailchimp subscriber segments and adds Agile CRM tags.

Supported triggers and actions for Agile CRM and Lexware

Mix and match to build the exact automation you need

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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Lexware Triggers & Actions

Instant

Delivery note is created in Lexware

Triggers the automation when a delivery note is created

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Instant

Contact is created in Lexware

Triggers the automation when a new contact is created

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Instant

Contact is changed in Lexware

Triggers the automation when a contact is updated

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Instant

Contact is deleted in Lexware

Triggers the automation when a contact is removed from the particular list

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Instant

Invoice is created in Lexware

Triggers the automation when any invoice is added or modified

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Instant

Invoice is changed in Lexware

Triggers the automation when any invoice is modified

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Instant

Invoice is deleted in Lexware

Triggers the automation when an invoice is deleted

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Instant

Quotation is created in Lexware

Triggers the automation when a new quotation is created

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Instant

Quotation is changed in Lexware

Triggers the automation when any quotation is modified

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Instant

Quotation status is changed in Lexware

Triggers the automation when the status of a quotation is changed

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Instant

Quotation is deleted in Lexware

Triggers the automation when any quotation is deleted

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Instant

Order confirmation is created in Lexware

Triggers the automation when a new order confirmation document is generated

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Instant

Voucher is created in Lexware

Triggers the automation when a new voucher is created

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Instant

Invoice status is changed in Lexware

Triggers the automation when the status of any invoice is updated

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Instant

Voucher status is changed in Lexware

Triggers the automation when the status of a voucher is changed

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Instant

Order confirmation status is changed in Lexware

Triggers the automation when the status of an order confirmation document is updated

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Instant

Credit note is created in Lexware

Triggers the automation when a new credit note is generated

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Instant

Credit note is changed in Lexware

Triggers the automation when a credit note is modified

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Instant

Credit note status is changed in Lexware

Triggers the automation when the status of a credit note is changed

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Instant

Credit note is deleted in Lexware

Triggers the automation when a credit note is deleted

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Instant

Voucher is changed in Lexware

Triggers the automation when a voucher is modified

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Instant

Voucher is deleted in Lexware

Triggers the automation when a voucher is deleted

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Instant

Order confirmation is changed in Lexware

Triggers the automation when an existing order confirmation document is modified

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Instant

Order confirmation is deleted in Lexware

Triggers the automation when an existing order confirmation document is deleted

Try it →

What can you automate with Agile CRM + Lexware?

Streamline your sales and accounting workflows with automated triggers, instant invoicing, and synchronized customer data.

Get Started For Free

🧾

Generate Lexware invoices from Agile CRM deals automatically

Create Lexware invoices the moment a new deal is created in Agile CRM. Eliminate manual copying and keep your billing department operating without delays.

📋

Capture every submitted contact detail accurately

Map all available Agile CRM contact fields directly into Lexware customer profiles instead of just names and emails. Your accounts stay complete and detailed.

🔔

Notify your team the second deals close

Send instant alerts to your finance or sales channels in Slack whenever an Agile CRM deal milestone changes or a Lexware invoice is paid.

🔀

Route records based on deal values and tiers

Trigger specific Lexware quotations or Agile CRM tasks depending on the deal value or customer tier submitted during initial contact.

🔄

Keep accounting records updated as deals progress

Automatically update contact details and quotation statuses in Lexware whenever deal milestones change in Agile CRM.

🔍

Search and update instead of creating duplicates

Look up existing records in Lexware before creating new contacts or invoices from Agile CRM events, ensuring clean data management.

💳

Handle payment and invoice status changes

Manage credit notes, voucher updates, and invoice status changes between Agile CRM and Lexware without manual oversight.

📧

Extend your workflow with email notifications

Trigger Gmail notifications and follow-up emails automatically once your Agile CRM and Lexware records are successfully updated.

And much more...

Who is Agile CRM + Lexware integration for?

Teams managing customer relationships and accounting tasks experience faster deal closures, accurate financial records, and eliminated manual data entry.

Performance marketers

Sales representatives

Account managers

Operations teams

Project managers

Finance leads

📈

Performance marketers

You're running campaigns and tracking deal conversions in Agile CRM but your financial reports in Lexware only update when someone manually exports records, so the revenue numbers you're reviewing are always a few hours behind — with this integration, every new deal lands in your accounts instantly and your data stays current.

⚡

Sales representatives

You need to issue invoices and quotes the moment a deal is won in Agile CRM, but switching between platforms delays your billing process — automating both apps means your Lexware invoices are generated immediately upon deal creation so you can close accounts faster.

🤝

Account managers

You answer to clients who expect timely billing documents and accurate contact updates, but manual data entry causes frequent discrepancies between Agile CRM and Lexware — connecting these apps means client records and invoices are always synchronized.

📦

Operations teams

The volume of new customer contacts and orders is too high for your staff to keep up with manual record creation across Agile CRM and Lexware — this integration means every contact and order is processed instantly without human error.

💼

Project managers

You own project setup and depend on the sales team to hand over deal details from Agile CRM before you can initiate billing in Lexware — automating both apps means project handovers happen automatically the moment a milestone changes.

📋

Finance leads

You need a reliable audit history of every transaction and client interaction, but manual data entry leaves frequent gaps between Agile CRM and Lexware — with this integration, every record is logged perfectly without missing entries.

Try This Integration – No Code Needed

Did you know?

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

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Why choose Integrately to automate Agile CRM + Lexware

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

1,500+ apps connected

Connect Agile CRM + Lexware with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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.

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Frequently Asked Questions

How do I connect Agile CRM to Lexware?

You can connect Agile CRM to Lexware using 1-click automations on Integrately. Start with a ready template or ask Integrately AI to build the automation and map the fields.

Can I automatically create Lexware invoices when an Agile CRM deal is won?

Can I connect Agile CRM, Lexware, and Slack?

What is a good Zapier alternative for Agile CRM and Lexware?

How are contacts synced between Agile CRM and Lexware?

Can I track quotations and invoices between Agile CRM and Lexware?

Do I need coding skills to automate Agile CRM and Lexware?

Is the Agile CRM and Lexware integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Lexware With 1500+ Other Apps

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Sync Lexware with billing, reporting, and e-commerce tools to keep financial data working across your entire stack.

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Agile CRM + Lexware Integration

Integrate Agile CRM to Lexware in one click, or tell Integrately AI how you want each deal handled. Create invoices, update contacts, track quotes, and sync customer details automatically.

Trusted by experts at...

Ready Workflows for Agile CRM + Lexware Integration

Capture leads, generate invoices, update contacts, track deals, and keep your accounts synced, all in just one click.

Create Lexware contact for new Agile CRM contact

Update Lexware contact from new Agile CRM contact

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

Connect more apps to your Agile CRM + Lexware flow

Sync payment records, send email notifications, log calendar bookings, and update your team spreadsheets after deals move. Pick a combination and activate it in one click.

Supported triggers and actions for Agile CRM and Lexware

Mix and match to build the exact automation you need

What can you automate with Agile CRM + Lexware?

Streamline your sales and accounting workflows with automated triggers, instant invoicing, and synchronized customer data.

Who is Agile CRM + Lexware integration for?

Teams managing customer relationships and accounting tasks experience faster deal closures, accurate financial records, and eliminated manual data entry.

Did you know?

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

Why choose Integrately to automate Agile CRM + Lexware

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Lexware With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Agile CRM + Lexware Integration

Integrate Agile CRM to Lexware in one click, or tell Integrately AI how you want each deal handled. Create invoices, update contacts, track quotes, and sync customer details automatically.

Trusted by experts at...

Ready Workflows for Agile CRM + Lexware Integration

Capture leads, generate invoices, update contacts, track deals, and keep your accounts synced, all in just one click.

Create Lexware contact for new Agile CRM contact

Update Lexware contact from new Agile CRM contact

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

Connect more apps to your Agile CRM + Lexware flow

Sync payment records, send email notifications, log calendar bookings, and update your team spreadsheets after deals move. Pick a combination and activate it in one click.

Supported triggers and actions for Agile CRM and Lexware

Mix and match to build the exact automation you need

What can you automate with Agile CRM + Lexware?

Streamline your sales and accounting workflows with automated triggers, instant invoicing, and synchronized customer data.

Who is Agile CRM + Lexware integration for?

Teams managing customer relationships and accounting tasks experience faster deal closures, accurate financial records, and eliminated manual data entry.

Did you know?

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

Why choose Integrately to automate Agile CRM + Lexware

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Agile CRM or Lexware With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click