Can Agile CRM trigger actions in Close CRM, and Close CRM in Agile CRM?

Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it.

Do I need to write code to integrate Agile CRM and Close CRM?

No. Agile CRM-to-Close CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic.

Agile CRM + Close CRM Integration

Build crm workflows between Agile CRM and Close CRM on a visual canvas — map fields once and let data flow.

Example: when Close CRM's "Watch Activities" fires, WEXTL can "Create Company" in Agile CRM. Agile CRM has 16 actions (including Create Company, Create Contact, and Create Deal); Close CRM has 70 actions (including Add Group Member, Bulk Update Memberships, and Create Call).

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Close CRM triggersAgile CRM actions

Close CRM workflow triggers

Agile CRM workflow actions

Frequently asked questions

Common questions about connecting Agile CRM and Close CRM.

Connect your Agile CRM and Close CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them.

Agile CRMBrowse all Agile CRM triggers, actions, and integrations.

Close CRMBrowse all Close CRM triggers, actions, and integrations.

Agile CRM + Close CRM Integration

Frequently asked questions

How do I connect Agile CRM and Close CRM?

What can I automate between Agile CRM and Close CRM?

Can Agile CRM trigger actions in Close CRM, and Close CRM in Agile CRM?

Do I need to write code to integrate Agile CRM and Close CRM?

Explore Agile CRM and Close CRM, or get started

Agile CRM + Close CRM Integration

Frequently asked questions

How do I connect Agile CRM and Close CRM?

What can I automate between Agile CRM and Close CRM?

Can Agile CRM trigger actions in Close CRM, and Close CRM in Agile CRM?

Do I need to write code to integrate Agile CRM and Close CRM?

Explore Agile CRM and Close CRM, or get started