Agile CRM + TextMagic Integration

Integrate Agile CRM to TextMagic in one click, or tell Integrately AI how you want each contact handled. Send instant text messages, create contacts, update custom fields, and trigger follow-ups 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
  • TextMagic
    Incoming message is received in TextMagic Instant
  • TextMagic
    Missed an incoming call in TextMagic Instant
  • TextMagic
    Incoming call is received in TextMagic Instant
  • TextMagic
    Subscriber is unsubscribed in TextMagic Instant
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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
  • TextMagic
    Send message in TextMagic
  • TextMagic
    Create contact in TextMagic
  • TextMagic
    Add contact to list in TextMagic
  • TextMagic
    Search contact in TextMagic
  • TextMagic
    Remove contact from list in TextMagic
  • TextMagic
    Lookup phone in TextMagic
  • TextMagic
    Lookup email in TextMagic
  • TextMagic
    Set custom field value in TextMagic
  • TextMagic
    Change forwarding number in TextMagic
  • TextMagic
    Create list in TextMagic
  • TextMagic
    Search list in TextMagic

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Ready Workflows Ready Workflows for Agile CRM + TextMagic Integration

Send text alerts, notify subscribers, update contact records, log incoming messages, and trigger follow-ups, all in just one click.

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

Send TextMagic message for new Agile CRM contact

Anytime a new contact is added to your Agile CRM, automatically send them a message through TextMagic 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 - TextMagic 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!
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Agile CRM + TextMagic Integration

Send TextMagic message for new Agile CRM task

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

Plus, you can customize the message 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.
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Agile CRM + TextMagic Integration

Send TextMagic message 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 TextMagic message 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 - TextMagic integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Agile CRM + TextMagic Integration

Create TextMagic contact for new Agile CRM contact

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

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

Teams often want to log new messages in spreadsheets, alert team channels, and create support tasks once contacts are synced. Pick a combination and activate it in one click.

Agile CRM
TextMagic
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GmailGmail (4)
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CalendlyCalendly (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
TypeformTypeform (4)
+
SlackSlack (4)
A
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Send a TextMagic SMS and a Gmail email when a new contact is created in Agile CRM
New Agile CRM contacts trigger both an instant TextMagic text and a Gmail email notification, keeping communication channels aligned.
T
A
G
Log every incoming TextMagic message in Agile CRM and email a summary via Gmail
Incoming TextMagic messages update Agile CRM records and generate summary emails in Gmail automatically.
A
T
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When a deal is created in Agile CRM, send a TextMagic SMS and notify finance via Gmail
New Agile CRM deals trigger a TextMagic confirmation text and an administrative email in Gmail.
A
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Send a TextMagic alert when an Agile CRM task is created, and email a daily digest via Gmail
New Agile CRM tasks trigger a TextMagic reminder and a summary email in Gmail.

Supported triggers and actions for Agile CRM and TextMagic

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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TextMagic
TextMagic Triggers & Actions
Instant
Incoming message is received in TextMagic
Triggers the automation when an incoming SMS is received
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Instant
Missed an incoming call in TextMagic
Triggers the automation when an incoming call is missed
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Instant
Incoming call is received in TextMagic
Triggers the automation when an incoming call is received
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Instant
Subscriber is unsubscribed in TextMagic
Triggers the automation when a subscriber opts out from further communication
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Send message in TextMagic
Delivers a message to a designated recipient
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Create contact in TextMagic
Adds a new contact to the database
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Add contact to list in TextMagic
Adds a new contact to a list
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Search contact in TextMagic
Finds and retrieves contact information
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Remove contact from list in TextMagic
Removes a particular contact from a designated list
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Lookup phone in TextMagic
Retrieves contact information associated with a phone number
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Lookup email in TextMagic
Searches for and retrieve email addresses based on particular criteria
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Set custom field value in TextMagic
Sets a custom field value
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Change forwarding number in TextMagic
Updates the phone number that all incoming calls are forwarded to
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Create list in TextMagic
Generates a new list
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Search list in TextMagic
Scans and retrieves results for a particular list
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What can you automate with Agile CRM + TextMagic?

Streamline client communication by triggering instant text messages, updating contact statuses, and logging customer interactions automatically.

What you can automate?
📱
Send Instant SMS From New CRM Contacts
Trigger automated text messages via TextMagic the moment a new contact or deal is created in Agile CRM. Eliminate manual delays and engage prospects while their interest is at its peak.
📋
Capture Every Submitted Field and Note
Map all contact details, custom fields, and notes between Agile CRM and TextMagic without losing context. Ensure your messaging platform always has the most accurate customer information.
🔔
Alert Teams on Inbound Messages and Calls
Notify your team instantly when an incoming message is received or a call is missed in TextMagic. Create tasks or update deals in Agile CRM to ensure rapid customer follow-up.
🔀
Route Workflows Based on Contact Tags
Trigger specific TextMagic messages or Agile CRM updates depending on contact tags and deal milestones. Tailor your communication flow to match customer behavior and segment criteria.
🔄
Keep Contact Records Updated in Real Time
Automatically update contact information, custom field values, and subscription statuses across Agile CRM and TextMagic whenever changes occur in either platform.
🔍
Search and Update Existing Records Seamlessly
Lookup phone numbers and email addresses before creating new entries to prevent duplicate records. Keep your database clean and organized across both Agile CRM and TextMagic.
⏱️
Manage Later Status Changes and Unsubscribes
Automatically handle subscriber unsubscriptions and deal milestone shifts by updating lists and removing contacts from active campaigns in real time.
🌐
Extend Workflows to Slack and Team Channels
Connect your core Agile CRM and TextMagic flow to Slack to broadcast important customer replies, missed calls, and successful deals directly to your team's communication channels.
And much more...

Who is Agile CRM + TextMagic integration for?

Sales teams, customer support agents, and marketing professionals who need to reach leads instantly via SMS and keep CRM records completely synchronized.

Sales Managers
Sales Managers
Customer Support Teams
Customer Support Teams
Marketing Specialists
Marketing Specialists
Account Executives
Account Executives
Business Owners
Business Owners
Operations Coordinators
Operations Coordinators
📈
Sales Managers
You're tracking deal pipelines in Agile CRM but customer outreach stalls when reps manually copy phone numbers into TextMagic, so your response times lag behind competitor benchmarks — automating both apps means every new lead receives an instant text message and your pipeline velocity stays high.
🎧
Customer Support Teams
You manage support cases in Agile CRM but inbound queries arrive via TextMagic without linked records, leaving your team scrambling to match conversations to tickets — connecting these apps means every inbound message updates the correct contact and your support agents never miss a detail.
🎯
Marketing Specialists
You launch campaigns that generate leads in Agile CRM, but segmenting audiences for SMS broadcasts requires tedious manual exports, resulting in outdated subscriber lists — with this integration, contact tags and campaign subscriptions sync instantly with TextMagic lists for precise targeting.
Account Executives
You handle high volumes of prospect inquiries in Agile CRM that require rapid SMS follow-ups, but manual texting leaves gaps where hot prospects go cold before hearing back — automating both apps means texts trigger the second a deal or task is created so your outreach is always immediate.
🤝
Business Owners
You rely on Agile CRM to manage customer relationships while depending on TextMagic for urgent client alerts, but disconnected systems create blind spots in your communication history — this integration means every interaction is logged accurately across both platforms without manual data entry.
📋
Operations Coordinators
You oversee administrative workflows where missed calls and incoming texts in TextMagic need immediate task assignment in Agile CRM, but manual logging leads to frequent omissions — connecting these apps means every event automatically generates the right task and your audit trail remains complete.
Our team

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Why choose Integrately to automate Agile CRM + TextMagic

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

How do I connect Agile CRM to TextMagic?
Frequently Asked Questions
You can connect Agile CRM to TextMagic instantly using ready-made flows or Integrately AI. With 1,500+ supported apps including Gmail, Slack, and HubSpot, setting up your automation takes just one click.
Can I send an automated text message when a new contact is created in Agile CRM?
Frequently Asked Questions
Can I connect Agile CRM, TextMagic, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and TextMagic?
Frequently Asked Questions
How does Agile CRM handle contact creation and updates in this integration?
Frequently Asked Questions
How does TextMagic handle incoming messages and call events?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and TextMagic?
Frequently Asked Questions
Is the Agile CRM and TextMagic integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or TextMagic With 1500+ Other Apps

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TextMagic
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Sync TextMagic with CRM platforms, scheduling apps, and form builders to automate text messaging across your customer touchpoints.
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