Agile CRM + Wrike Integration

Integrate Agile CRM to Wrike in one click, or tell Integrately AI how you want each deal handled. Track projects, update statuses, alert your team, and trigger follow-ups 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
  • Wrike
    Task is created in Wrike Instant
  • Wrike
    Task status is changed in Wrike Instant
  • Wrike
    Comment is created in Wrike Instant
  • Wrike
    Folder is created in Wrike Instant
  • Wrike
    Attachment is added in Wrike 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
  • Wrike
    Create task in Wrike
  • Wrike
    Get task by Id in Wrike
  • Wrike
    Create a timelog in Wrike
  • Wrike
    Create folder in Wrike
  • Wrike
    Add a comment in task in Wrike
  • Wrike
    Add a comment in folder in Wrike
  • Wrike
    Create project in Wrike
  • Wrike
    Get folder by Id in Wrike

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Ready Workflows Ready Workflows for Agile CRM + Wrike Integration

Create tasks from new deals, update task statuses, manage folders, alert your team, and log project updates, all in just one click.

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

Create Wrike task for new Agile CRM task

Agile CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Agile CRM. Wrike is a great tool for this.

All you need to do is - integrate Wrike with Agile CRM to create task in Wrike automatically when certain task occur in Agile CRM. This can save you time by not having to manually create tasks in both systems.
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Agile CRM + Wrike Integration

Create Wrike task for new Agile CRM deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Wrike to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Agile CRM? Well now there is!

With our integration between Agile CRM and Wrike, creating task in Wrike is now easier than ever. Whenever a deal is created in Agile CRM, you can automatically create a corresponding task in Wrike to keep your team up-to-date.
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Agile CRM + Wrike Integration

Create Wrike task for new Agile CRM contact

Agile CRM and Wrike are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Agile CRM, do you also create a task in Wrike? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Connect more apps to your Agile CRM + Wrike flow

Users often want to sync customer data with CRMs, send notifications in chat tools, or log records in spreadsheets after managing projects and CRM pipelines. Pick a combination and activate it in one click.

Agile CRM
Wrike
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SalesforceSalesforce (4)
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MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
ZoomZoom (3)
+
ZendeskZendesk (3)
A
S
W
Add every new Agile CRM deal to Salesforce, and create a tracking task in Wrike
New Agile CRM deals appear in Salesforce instantly and generate a corresponding task in Wrike, keeping your sales and project teams aligned.
A
S
W
When an Agile CRM contact is updated, sync it to Salesforce and add a comment in Wrike
Updated Agile CRM contacts sync straight to Salesforce while adding a comment in Wrike so project owners stay informed.
W
A
S
When a Wrike task status changes, update the Agile CRM deal and log it in Salesforce
Completed Wrike tasks update your Agile CRM deals and log activity in Salesforce automatically.
W
A
S
Use Claude to summarise Wrike project updates before logging them in Agile CRM and Salesforce
Claude summarises Wrike project updates, saving clean notes in Agile CRM and Salesforce.

Supported triggers and actions for Agile CRM and Wrike

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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Wrike
Wrike Triggers & Actions
Instant
Task is created in Wrike
Triggers the automation when a new task is created
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Instant
Task status is changed in Wrike
Triggers the automation when the status of a task is changed
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Instant
Comment is created in Wrike
Triggers the automation when a new comment is created
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Instant
Folder is created in Wrike
Triggers the automation when a new folder is created
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Instant
Attachment is added in Wrike
Triggers the automation when a new attachment is added
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Create task in Wrike
Creates a new task
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Get task by Id in Wrike
Retrieves a task using its id
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Create a timelog in Wrike
Record and track the time spent
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Create folder in Wrike
Creates a new folder in the designated location
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Add a comment in task in Wrike
Adds a comment to a task in the workflow
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Add a comment in folder in Wrike
Adds a comment to a folder within the designated workspace
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Create project in Wrike
Creates a new project
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Get folder by Id in Wrike
Retrieve a folder from a database or storage system using its id
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What can you automate with Agile CRM + Wrike?

Connect your CRM pipelines with project management workflows to eliminate manual handoffs and keep every team synchronized.

What you can automate?
🚀
Create Wrike tasks from new Agile CRM deals
Instantly generate project tasks in Wrike the moment a new deal is created in Agile CRM, removing manual copying between systems.
📋
Capture every submitted deal detail and custom field
Map all available deal attributes and contact data from Agile CRM straight into your Wrike task descriptions and custom fields.
🔔
Alert your delivery team the moment deals close
Notify project managers and team leads instantly in your workspace whenever a high-value deal milestone changes in Agile CRM.
🔀
Route tasks based on deal value or category
Send enterprise deals to senior project managers in Wrike while routine accounts go to standard project folders automatically.
🔄
Keep task statuses and deal milestones synchronized
Update Agile CRM deal stages automatically whenever corresponding tasks reach completion or change status in Wrike.
🔍
Search and update existing records without duplicates
Check whether a contact or task already exists before creating new entries, preventing cluttered boards and duplicate records.
⏱️
Log project time and update milestones on completion
Record timelogs and update CRM statuses automatically when project deliverables are signed off and closed in Wrike.
🔗
Extend your workflow to messaging and spreadsheet apps
Connect your Agile CRM and Wrike core flow with Slack, Google Sheets, or email tools to keep external stakeholders informed.
And much more...

Who is Agile CRM + Wrike integration for?

Sales managers, project coordinators, and operations leaders use this integration to eliminate manual data entry, streamline deal handoffs, and keep project delivery aligned with customer pipelines.

Sales Directors
Sales Directors
Project Managers
Project Managers
Account Managers
Account Managers
Operations Teams
Operations Teams
Customer Success Leads
Customer Success Leads
Business Analysts
Business Analysts
📈
Sales Directors
You review pipeline reports every Monday morning, but deals created in Agile CRM take hours to reach project management boards, so your delivery forecasts are always lagging behind — this integration means every new deal triggers a Wrike task instantly and your reporting stays accurate.
Project Managers
You depend on sales reps manually notifying you when a contract is signed, but important project handoffs get missed in chat messages, leaving your delivery team waiting — automating both apps means every closed deal creates a Wrike project immediately so work starts on time.
🤝
Account Managers
You answer client questions about ongoing deliverables, but task updates in Wrike never sync back to customer records in Agile CRM, forcing you to cross-reference multiple tabs — connecting these apps means every status change updates the CRM record automatically.
🔄
Operations Teams
You handle high volumes of customer cases and deal submissions every day, but keeping records updated across platforms by hand leads to missing details and fragmented customer histories — with this integration, all customer touchpoints and tasks sync without manual effort.
🎯
Customer Success Leads
You take over accounts the moment onboarding begins, but upstream delays in handoffs leave clients waiting and frustrated while teams figure out who owns the next step — automating both apps means onboarding tasks open the second a deal milestone changes.
📋
Business Analysts
You audit customer lifecycles and pipeline velocity, but finding gaps between CRM activities and project execution records makes accurate timeline analysis impossible — connecting these apps means you maintain a complete, unbroken audit history.
Our team

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Why choose Integrately to automate Agile CRM + Wrike

Build and manage your Agile CRM + Wrike 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 + Wrike 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
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Agile CRM to Wrike?
Frequently Asked Questions
You can connect Agile CRM to Wrike in 1 click using ready templates or by using Integrately AI to build custom workflows linking your CRM and project management tools.
Can I automatically create a Wrike task when a new deal is created in Agile CRM?
Frequently Asked Questions
Can I connect Agile CRM, Wrike, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Wrike?
Frequently Asked Questions
How does Agile CRM handle deal data transfers to Wrike?
Frequently Asked Questions
Can Wrike status changes update Agile CRM deals?
Frequently Asked Questions
Do I need coding skills to automate Agile CRM and Wrike?
Frequently Asked Questions
Is the Agile CRM and Wrike integration free?
Frequently Asked Questions
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