Agile CRM + SolarWinds Service Desk Integration

Integrate Agile CRM to SolarWinds Service Desk in one click, or tell Integrately AI how you want each contact handled. Sync user details, update records, alert your team, and trigger follow-ups 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
  • SolarWinds Service Desk
    User is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Incident is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Risk is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Solution is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Change is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Contract is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Hardware is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Problem is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Task is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Asset is created in SolarWinds Service Desk
  • SolarWinds Service Desk
    Release is created in SolarWinds Service Desk
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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
  • SolarWinds Service Desk
    Create incident in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create solution in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create contract in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create hardware in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create problem in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create change in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create asset in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create user in SolarWinds Service Desk
  • SolarWinds Service Desk
    Create release in SolarWinds Service Desk

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Ready Workflows Ready Workflows for Agile CRM + SolarWinds Service Desk Integration

Capture leads, provision service users, keep records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Agile CRM + SolarWinds Service Desk flow

Send service data to project boards, messaging channels, helpdesks, and spreadsheets the moment it arrives. Pick a combination and activate it in one click.

Agile CRM
SolarWinds Service Desk
+
Jira Software CloudJira Software Cloud (3)
+
SlackSlack (3)
+
ZendeskZendesk (3)
+
MailchimpMailchimp (3)
+
Google SheetsGoogle Sheets (3)
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ZoomZoom (3)
A
S
J
Add every new Agile CRM contact to SolarWinds Service Desk, and create an issue in Jira Software Cloud
New Agile CRM contacts appear in SolarWinds Service Desk instantly while creating a matching issue in Jira Software Cloud, eliminating manual data re-entry.
S
A
J
When an incident is created in SolarWinds Service Desk, update the Agile CRM contact and create a task in Jira Software Cloud
Support incidents in SolarWinds Service Desk automatically update Agile CRM records and generate a tracking task in Jira Software Cloud.
A
S
J
When an Agile CRM deal milestone changes, create a SolarWinds Service Desk problem and update the Jira Software Cloud issue
Deal milestone shifts in Agile CRM trigger a problem in SolarWinds Service Desk and update your Jira Software Cloud tracker automatically.

Supported triggers and actions for Agile CRM and SolarWinds Service Desk

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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SolarWinds Service Desk
SolarWinds Service Desk Triggers & Actions
User is created in SolarWinds Service Desk
Triggers the automation when a new user is created
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Incident is created in SolarWinds Service Desk
Triggers the automation when an incident is created
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Risk is created in SolarWinds Service Desk
Triggers the automation when a risk is created
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Solution is created in SolarWinds Service Desk
Triggers the automation when a solution is created
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Change is created in SolarWinds Service Desk
Triggers the automation when a particular change occurs
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Contract is created in SolarWinds Service Desk
Triggers the automation when a new contract is created
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Hardware is created in SolarWinds Service Desk
Triggers the automation when new hardware is created
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Problem is created in SolarWinds Service Desk
Triggers the automation when a new problem is created
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Task is created in SolarWinds Service Desk
Triggers the automation when a new task is created
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Asset is created in SolarWinds Service Desk
Triggers the automation when a new asset is created
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Release is created in SolarWinds Service Desk
Triggers the automation when a new released is created
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Create incident in SolarWinds Service Desk
Generates a new incident report
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Create solution in SolarWinds Service Desk
Logs a new solution
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Create contract in SolarWinds Service Desk
Generates a contract document based on particular criteria
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Create hardware in SolarWinds Service Desk
Logs new hardware into the system
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Create problem in SolarWinds Service Desk
Logs a new problem
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Create change in SolarWinds Service Desk
Logs a new change
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Create asset in SolarWinds Service Desk
Generates a new asset
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Create user in SolarWinds Service Desk
Generates a new user account
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Create release in SolarWinds Service Desk
Logs a new release
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What can you automate with Agile CRM + SolarWinds Service Desk?

Streamline your customer relationship management and IT service workflows with robust automated actions between your apps.

What you can automate?
๐Ÿ”„
Sync new Agile CRM contacts to SolarWinds Service Desk
Automatically provision a new user or incident in SolarWinds Service Desk the moment a contact is created in Agile CRM. Eliminate manual data entry between your sales and support tools.
๐Ÿ“‹
Capture every submitted contact field
Map complete contact names, emails, phone numbers, and custom fields from Agile CRM directly into SolarWinds Service Desk without losing data during transfers.
๐Ÿ””
Alert your team instantly on new records
Notify support technicians and sales reps the second an incident or deal is created. Keep everyone informed without checking multiple dashboards.
๐Ÿ”€
Route records based on submitted criteria
Apply conditional logic to assign high-priority tickets or VIP contacts to specific support workflows based on tags or deal milestones.
๐Ÿ”„
Keep records updated across both apps
Automatically update contact information and ticket statuses in Agile CRM whenever changes occur in SolarWinds Service Desk.
๐Ÿ”
Prevent duplicates with smart matching
Search existing records before creating new entries to ensure your CRM and service desk maintain clean, deduplicated databases.
โš™๏ธ
Handle later status changes automatically
Trigger follow-up actions, task creation, or record updates when deal milestones shift or incident statuses change in your workflow.
๐ŸŒ
Extend your workflow to additional apps
Connect your core automation to Slack, Google Sheets, or Zendesk to broadcast updates, log data, and expand your operational reach.
And much more...

Who is Agile CRM + SolarWinds Service Desk integration for?

Connect your CRM and IT service desk workflows to eliminate manual data entry, streamline support handoffs, and keep customer records synchronized across platforms.

Operations Managers
Operations Managers
IT Support Leads
IT Support Leads
Client Success Directors
Client Success Directors
Service Desk Supervisors
Service Desk Supervisors
Support Engineers
Support Engineers
Compliance Officers
Compliance Officers
๐Ÿ“ˆ
Operations Managers
You're tracking customer contacts and service tickets across disparate systems, but manual export delays mean your operational reports are always outdated โ€” with this integration, every new contact updates your records instantly and your dashboard stays accurate.
โšก
IT Support Leads
You need to act fast when service requests arrive, but finding out about new tickets hours later slows down resolution times โ€” with this integration, every incident populates your service desk the moment a CRM record is created and your technicians respond immediately.
๐Ÿค
Client Success Directors
You answer to key clients who expect prompt onboarding and transparent support tracking, but missing handoffs leave them waiting โ€” with this integration, every customer interaction triggers automated service provisioning and your clients see continuous progress.
๐Ÿ“Š
Service Desk Supervisors
The volume of incoming support requests is too high for your team to log by hand without making errors, causing bottlenecks in your helpdesk queue โ€” with this integration, every record transfers automatically and your queue stays organized without manual sorting.
๐Ÿ”ง
Support Engineers
You own the technical resolution stage and depend on sales teams to hand over complete customer details, but incomplete information stalls your work โ€” with this integration, every required field populates your service desk ticket automatically and your team starts troubleshooting right away.
๐Ÿ“
Compliance Officers
You need a reliable history of customer interactions and service tickets for auditing, but manual record-keeping leaves gaps in your database โ€” with this integration, every event creates an automated audit trail and your historical records remain complete.
Our team

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Why choose Integrately to automate Agile CRM + SolarWinds Service Desk

Build and manage your Agile CRM + SolarWinds Service Desk 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 + SolarWinds Service Desk 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 โ€” 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
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Agile CRM to SolarWinds Service Desk?
Frequently Asked Questions
You can connect Agile CRM to SolarWinds Service Desk in 1 click using ready templates or by asking Integrately AI to build your workflow. Connect both accounts along with tools like Slack, Google Sheets, or Zendesk to automate your entire data pipeline.
Can I automatically create a SolarWinds Service Desk user when a contact is created in Agile CRM?
Frequently Asked Questions
Can I connect Agile CRM, SolarWinds Service Desk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and SolarWinds Service Desk?
Frequently Asked Questions
How does Agile CRM handle new contact creation in this integration?
Frequently Asked Questions
Can SolarWinds Service Desk incidents update my CRM records?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and SolarWinds Service Desk?
Frequently Asked Questions
Is the Agile CRM and SolarWinds Service Desk integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or SolarWinds Service Desk With 1500+ Other Apps

Agile CRM
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SolarWinds Service Desk
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Sync SolarWinds Service Desk with IT management, monitoring, and communication tools to streamline incident resolution.