Agile CRM + Salesforce Marketing Cloud Integration

Integrate Agile CRM to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each contact handled. Add new contacts, update deals, create subscribers, and sync your marketing records 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
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
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Agile CRM + Salesforce Marketing Cloud Integration

Capture contacts, update deals, sync subscribers, and trigger emails, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Agile CRM task

With this Agile CRM - Salesforce Marketing Cloud integration, whenever a new task is created in Agile CRM, email will be sent via Salesforce Marketing Cloud. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
See more
Agile CRM + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Agile CRM deal

Whenever a new deal is created in your Agile CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending Salesforce Marketing Cloud email ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Agile CRM - Salesforce Marketing Cloud integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
See more
Agile CRM + Salesforce Marketing Cloud Integration

Send Salesforce Marketing Cloud email for new Agile CRM contact

Anytime a new contact is added to your Agile CRM, automatically send them a email through Salesforce Marketing Cloud letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Agile CRM - Salesforce Marketing Cloud integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
See more
Agile CRM + Salesforce Marketing Cloud Integration

Create Salesforce Marketing Cloud contact for new Agile CRM contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
  • 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 + Salesforce Marketing Cloud flow

Capture leads from forms or ads, update marketing lists, notify your team in Slack, and keep your entire tech stack aligned. Pick a combination and activate it in one click.

Agile CRM
Salesforce Marketing Cloud
+
Facebook Lead AdsFacebook Lead Ads (4)
+
TypeformTypeform (4)
+
MailchimpMailchimp (4)
+
ShopifyShopify (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
F
A
S
Add Facebook leads to Agile CRM as new contacts, and create subscribers in Salesforce Marketing Cloud
Every Facebook Lead Ads lead becomes an Agile CRM contact and a Salesforce Marketing Cloud subscriber instantly without manual data entry.
F
A
S
If a Facebook lead matches target criteria, create an Agile CRM deal and upsert a Salesforce Marketing Cloud data extension record
Qualify Facebook Lead Ads submissions and route them directly into Agile CRM and Salesforce Marketing Cloud based on form answers.
F
A
S
Use Claude to evaluate Facebook leads, create Agile CRM contacts, and insert Salesforce Marketing Cloud records
Claude reviews Facebook Lead Ads responses before Agile CRM creates the contact and Salesforce Marketing Cloud stores the subscriber record.
F
A
S
S
When a Facebook lead is captured, update Agile CRM contacts, create Salesforce Marketing Cloud subscribers, and notify Slack
Keep your team informed in Slack while Agile CRM and Salesforce Marketing Cloud receive updated lead records from Facebook Lead Ads.

Supported triggers and actions for Agile CRM and Salesforce Marketing Cloud

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
Try it →
Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
Try it →
Deal is created in Agile CRM
Triggers the automation when a deal is created
Try it →
Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
Try it →
Task is created in Agile CRM
Triggers the automation when a new task is created
Try it →
Event is created in Agile CRM
Triggers the automation when a new event is created
Try it →
Case is created in Agile CRM
Triggers the automation when a new case is created
Try it →
Create contact in Agile CRM
Adds a new contact to the database
Try it →
Update contact in Agile CRM
Updates contact information with new details
Try it →
Add score to contact in Agile CRM
Assigns a score to a contact
Try it →
Add tag to contact in Agile CRM
Assigns a tag to a contact
Try it →
Create deal in Agile CRM
Generates a new deal with
Try it →
Create task in Agile CRM
Creates a new task
Try it →
Add note in Agile CRM
Adds a note to the selected item
Try it →
Search contact in Agile CRM
Finds and retrieves contact information
Try it →
Search company in Agile CRM
Finds information about a company
Try it →
Create company in Agile CRM
Generates a new company profile with given details
Try it →
Subscribe to campaign in Agile CRM
Subscribes to a campaign
Try it →
Add event in Agile CRM
Schedule an event
Try it →
Salesforce Marketing Cloud
Salesforce Marketing Cloud Triggers & Actions
No trigger is available
Insert data extension record in Salesforce Marketing Cloud
Adds a new record to a data extension within a particular system
Try it →
Upsert data extension record in Salesforce Marketing Cloud
Updates or inserts a record into a data extension to ensure that it's up-to-date
Try it →
Sends transactional email using TriggerSend in Salesforce Marketing Cloud
Sends a transactional email using triggersend
Try it →
Create subscriber in Salesforce Marketing Cloud
Adds new users to the subscription list
Try it →
Validate email address in Salesforce Marketing Cloud
Confirm the validity of an email address
Try it →

What can you automate with Agile CRM + Salesforce Marketing Cloud?

Streamline your customer data workflows by connecting Agile CRM triggers directly to Salesforce Marketing Cloud actions.

What you can automate?
🔄
Sync new Agile CRM contacts to Salesforce Marketing Cloud instantly
Every contact created in Agile CRM populates in Salesforce Marketing Cloud as a new subscriber immediately. Manual list exporting and importing disappear completely from your daily routine.
📋
Capture every custom field and contact property
Map detailed Agile CRM contact properties and tags directly into Salesforce Marketing Cloud data extensions. Your marketing segments reflect complete customer profiles rather than basic names.
🔔
Notify your team as soon as records sync
Alert sales or marketing channels in Slack the moment an Agile CRM deal milestone changes or a Salesforce Marketing Cloud subscriber is created. Communication stays perfectly aligned.
🔀
Route leads conditionally based on contact tags
Check Agile CRM contact tags or deal values before deciding how to upsert records in Salesforce Marketing Cloud. Tailored routing ensures high-value prospects receive appropriate attention.
📝
Keep subscriber data up to date automatically
When an Agile CRM contact or task is updated, trigger corresponding data extension updates in Salesforce Marketing Cloud. Your downstream marketing campaigns always use current details.
Upsert records to prevent duplicate profiles
Match existing records by email address to upsert Salesforce Marketing Cloud data extensions instead of creating cluttered duplicate entries. Your subscriber database remains clean and accurate.
⚙️
Handle deal stage changes and transactional triggers
Trigger transactional emails via Salesforce Marketing Cloud's TriggerSend when an Agile CRM deal milestone changes or a case is created. Customer communications align with sales progress.
🌐
Extend your workflow to secondary business apps
Connect your core Agile CRM and Salesforce Marketing Cloud flow with Google Sheets, Slack, or Shopify to log records or notify teams across your entire technology stack.
And much more...

Who is Agile CRM + Salesforce Marketing Cloud integration for?

Connecting Agile CRM and Salesforce Marketing Cloud eliminates manual data silos across sales and marketing teams, ensuring clean contact records and timely customer engagement.

Marketing Analysts
Marketing Analysts
Sales Development Representatives
Sales Development Representatives
Account Managers
Account Managers
Operations Managers
Operations Managers
Campaign Specialists
Campaign Specialists
Customer Success Leads
Customer Success Leads
📈
Marketing Analysts
You're compiling campaign performance reports every week but your Agile CRM data only reaches Salesforce Marketing Cloud when someone manually exports lists, so the metrics you're presenting are always outdated — with this integration, every new contact syncs instantly and your reporting dashboards stay current.
Sales Development Representatives
You need to initiate outreach the moment a prospect expresses interest, but lead handoffs between Agile CRM and Salesforce Marketing Cloud take hours to process by hand — with this integration, every new contact and deal triggers immediate engagement without delay.
🤝
Account Managers
You answer to clients who expect real-time updates on their account status, but tracking deal milestones across Agile CRM and Salesforce Marketing Cloud requires tedious copy-pasting — with this integration, every status change updates your records automatically.
📊
Operations Managers
The volume of inbound leads and customer inquiries is too high for anyone to keep up with by hand, leading to missed entries and broken workflows — with this integration, every record moves between Agile CRM and Salesforce Marketing Cloud effortlessly.
🎯
Campaign Specialists
You own the customer journey stage that depends on sales data upstream, but waiting for manual handovers between Agile CRM and Salesforce Marketing Cloud stalls your outreach — with this integration, subscriber lists update the moment deals progress.
🗂️
Customer Success Leads
You need a reliable history of every client interaction and keep finding gaps where manual data entry was missed between systems — with this integration, every contact, task, and case logs reliably without human error.
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 + Salesforce Marketing Cloud

Build and manage your Agile CRM + Salesforce Marketing Cloud 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 + Salesforce Marketing Cloud 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Agile CRM to Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect Agile CRM to Salesforce Marketing Cloud in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields. It takes seconds to link your accounts along with apps like Facebook Lead Ads, Google Sheets, and Slack.
Can I automatically sync new Agile CRM contacts to Salesforce Marketing Cloud?
Frequently Asked Questions
Can I connect Agile CRM, Salesforce Marketing Cloud, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Salesforce Marketing Cloud?
Frequently Asked Questions
How does Agile CRM data transfer to Salesforce Marketing Cloud?
Frequently Asked Questions
Can I trigger emails in Salesforce Marketing Cloud from Agile CRM updates?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Salesforce Marketing Cloud?
Frequently Asked Questions
Is the Agile CRM and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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 Salesforce Marketing Cloud With 1500+ Other Apps

Agile CRM
Popular Agile CRM Integrations
Connect Agile CRM to CRMs, email marketing tools, and customer support platforms to manage and follow up on your leads.
See All
Agile CRM Integrations arrow right
No popular apps found
Salesforce Marketing Cloud
Popular Salesforce Marketing Cloud Integrations
Sync Salesforce Marketing Cloud with analytics, reporting, and communication tools to keep marketing data working across your stack.