crm · sales-&-crm · marketing-automation · 0 triggers · 10 actions
Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform. Add Agile CRM to your Stream Deck workflows with guided setup for the connection details it needs.
Add Agile CRM to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Agile CRM.
Create a person contact with optional tags and scoring, or a company, with common and tenant custom properties.
Create a deal, optionally associate contacts, and validate or resolve a case-sensitive milestone from the selected or default pipeline.
Permanently delete one person contact or company by numeric ID.
Permanently delete one deal by its numeric Agile CRM ID.
Get one person contact or company by its numeric Agile CRM ID; return null when the resource does not exist.
Get one deal by its numeric Agile CRM ID; return null when the deal does not exist.
Return one creation-ordered page of person contacts, with a cursor for the next page when more contacts exist.
Return one creation-ordered page of deals, with a cursor for the next page when more deals exist.
Agile CRM combines contact management, sales pipelines, marketing automation, tasks, campaigns, and customer support in one platform.
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Agile CRM. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add an Agile CRM action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
Sign up for free and start building Agile CRM workflows in minutes.