Agile CRM + Marketo Integration

Integrate Agile CRM to Marketo in one click, or tell Integrately AI how you want each contact handled. Sync new contacts, update campaign records, enrich your pipeline, and keep both platforms aligned automatically.

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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
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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
  • Marketo
    Create or update person in Marketo
  • Marketo
    Add Person to a list in Marketo
  • Marketo
    Search person in Marketo
  • Marketo
    Create or update custom object record in Marketo
  • Marketo
    Create or update opportunity in Marketo
  • Marketo
    Search Opportunity in Marketo
  • Marketo
    Search custom object record in Marketo

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Ready Workflows Ready Workflows for Agile CRM + Marketo Integration

Capture new Agile CRM contacts, update corresponding Marketo person records, sync deals, and maintain customer data across platforms, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + Marketo Integration

Create Marketo contact for new Agile CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your Agile CRM + Marketo flow

Sync leads and tasks with external platforms, notify your team, and maintain comprehensive records. Pick a combination and activate it in one click.

Agile CRM
Marketo
+
SalesforceSalesforce (3)
+
HubspotHubspot (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
A
M
S
Create a Marketo person and a Salesforce contact when a new Agile CRM contact is created.
New Agile CRM contacts update Marketo and Salesforce immediately, keeping all your revenue platforms synchronized without manual exports.
A
M
S
When a deal is created in Agile CRM, update Marketo and create a task in Salesforce.
Sales milestones in Agile CRM trigger Marketo updates and open corresponding follow-up tasks in Salesforce.
A
M
S
Add tags to Agile CRM contacts, update Marketo records, and log the update in Salesforce.
Segmented Agile CRM contacts update Marketo lists and record historical notes in Salesforce automatically.

Supported triggers and actions for Agile CRM and Marketo

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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Marketo
Marketo Triggers & Actions
No trigger is available
Create or update person in Marketo
Generates a new invoice
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Add Person to a list in Marketo
Adds a person to a list or group
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Search person in Marketo
Retrieves information about a person
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Create or update custom object record in Marketo
Creates or updates a custom object record
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Create or update opportunity in Marketo
Creates or updates a sales opportunity
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Search Opportunity in Marketo
Searches for a opportunity
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Search custom object record in Marketo
Searches for a custom object record
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What can you automate with Agile CRM + Marketo?

Streamline your marketing automation and customer management by syncing records automatically between Agile CRM and Marketo.

What you can automate?
🔄
Sync new contacts into Marketo automatically
Create or update Marketo person profiles the moment a new contact is registered in Agile CRM. Eliminate manual copy-pasting between your CRM and marketing platforms.
🏷️
Map contact tags and scoring attributes
Transfer tag additions and score updates from Agile CRM directly into Marketo. Keep your marketing segmentation accurate and responsive to lead behavior.
💼
Synchronize deal milestones and opportunities
Update Marketo opportunities whenever an Agile CRM deal is created or milestone changes. Maintain complete pipeline visibility across sales and marketing teams.
🎯
Route contacts based on specific criteria
Apply conditional logic to direct contacts into specific Marketo lists or custom objects depending on submitted field values and tags.
📝
Log customer tasks and activity notes
Capture Agile CRM tasks, notes, and events, reflecting operational updates inside Marketo records for complete customer histories.
🔍
Search and update existing records
Perform searches for existing persons or opportunities in Marketo before creating new entries, preventing duplicate records in your database.
🏢
Manage company and custom objects
Sync company details and custom object records between Agile CRM and Marketo to support complex B2B account-based marketing workflows.
🔌
Extend workflows to external apps
Connect supporting tools like Slack, Google Sheets, or Mailchimp to your core Agile CRM and Marketo flow for comprehensive operational coverage.
And much more...

Who is Agile CRM + Marketo integration for?

Sales, marketing, and revenue teams managing customer engagement across multiple platforms need reliable alignment to eliminate manual data entry errors.

Revenue operations managers
Revenue operations managers
Sales reps
Sales reps
Account managers
Account managers
Lead generation specialists
Lead generation specialists
Marketing coordinators
Marketing coordinators
Data analysts
Data analysts
📊
Revenue operations managers
You're tracking campaign performance and pipeline metrics across systems, but your reporting dashboards only update when someone manually exports data, so the conversion counts you're reviewing are always a few hours behind — with this integration, every new contact lands in Marketo instantly and your metrics stay current.
⚡
Sales reps
You need to reach out to inbound prospects the moment they register, but notification delays leave you finding out about high-intent leads too late in the day — automating both apps means every contact record is created in Marketo immediately so you can start outreach right away.
🤝
Account managers
You answer to external stakeholders who expect up-to-date deal progress reports, but tracking changes across disconnected tools leads to mismatched milestones — this integration means every deal milestone change in Agile CRM updates Marketo opportunities instantly.
🎯
Lead generation specialists
The volume of incoming prospects is too high for anyone to keep up with by hand, resulting in missed list segmentations and unassigned leads — automating both apps means every contact tag and score update syncs to Marketo without manual data entry.
📈
Marketing coordinators
You own the campaign nurturing sequence and depend on sales teams to hand over qualified leads, but manual handoffs cause communication bottlenecks — connecting these apps means every contact created in Agile CRM triggers Marketo person creation instantly.
🗂️
Data analysts
You need a reliable customer history for attribution modeling, but manual record creation leaves persistent gaps in your historical database — automating both apps means every customer interaction and custom object record stays synchronized.
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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Agile CRM + Marketo

Build and manage your Agile CRM + Marketo 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 + Marketo 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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Frequently Asked Questions

How do I connect Agile CRM to Marketo?
Frequently Asked Questions
You can connect Agile CRM to Marketo in one click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Agile CRM, Marketo, Slack, Google Sheets, and 1,500+ other apps.
Can I automatically create a Marketo person when an Agile CRM contact is created?
Frequently Asked Questions
Can I connect Agile CRM, Marketo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Marketo?
Frequently Asked Questions
How does Agile CRM handle data synchronization with Marketo?
Frequently Asked Questions
Can Marketo person records be updated when Agile CRM tags change?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Marketo?
Frequently Asked Questions
Is the Agile CRM and Marketo integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or Marketo With 1500+ Other Apps

Agile CRM
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Marketo
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Sync Marketo with analytics, customer support, and reporting tools to keep data working across your stack.
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