Agile CRM
AgileCRM contact and deal operations
Agile CRM is the affordable all-in-one CRM (sales, marketing, service) often used by SMBs. Seven actions cover the operational surface: Create Contact, Get Contact, Delete Contact, Create Deal, Create Note, Add Tags. No native triggers today (Agile CRM's push notification system requires per-event setup; native triggers ship in the next release). The integration uses Agile CRM's REST API key from your account settings. Common patterns: a Stripe Customer Created creates the matching Agile CRM contact and adds them to a tagged segment for the welcome email sequence (Agile CRM's native marketing automation picks up from there); or a Typeform demo request creates the Agile CRM Deal at the right pipeline stage with the form answers as custom fields. Agile CRM's tag-driven segmentation makes the Add Tags action the workhorse — most workflow logic resolves to tagging.
Do anything Agile CRM can do, from a workflow.
Every action accepts dynamic inputs from upstream nodes, whether that's an AI output, a form field, or a search result.
| Action | What it does |
|---|---|
| Add Tag to Contact | Applies one or more tags to a contact — auto-creates tags that don't exist. Tags drive segmentation in Agile CRM's campaigns and reports, so consistent tag taxonomy matters; maintain a canonical list. |
| Create Contact | Inserts a new contact with standard fields (name, email, phone), optional custom fields, and initial tags. Agile CRM dedupes on email — duplicate emails get rejected with an error rather than upserting. Wrap in a Search-first pattern if you're unsure whether the contact exists. |
| Create Deal | Creates a new sales deal/opportunity tied to a contact. Set the value, expected close date, owner, and the milestone (Agile's pipeline stage). Useful for "form submission → log to CRM as opportunity" workflows. |
| Create Note on Contact | Attaches a free-text note to a contact, visible in the contact's activity timeline. Useful for "call summary from Aircall → append to CRM contact" workflows or for logging AI-generated summaries of customer interactions. |
| Delete Contact | Hard-deletes the contact and all associated history. Irreversible. Used for GDPR right-to-erasure requests; for soft removal that preserves history, use a tag like "deleted" or move to a suppression list. |
| Get Contact | Returns the contact by ID or email with all standard and custom fields plus current tag set. The base lookup before update workflows or for enrichment patterns that need a CRM snapshot. |
| Update Contact | Partial update on contact fields. Only passed fields change. For "enrich from external source → write back to CRM" workflows where you're augmenting existing records with firmographic or behavioural data. |
Pre-built Agile CRM workflows.
Clone any recipe and customize it in one click. Every recipe is fully editable.
Three things worth knowing.
Tiny Command counts a run the moment a trigger fires. Filtering early means only matching events spend your usage budget.
Connect Agile CRM once and every workflow on your account can use its triggers and actions. You don't have to re-auth per workflow.
Every Agile CRM field shows up in the visual picker for downstream nodes. The raw payload is there for power users, optional for everyone else.
Questions about the Agile CRM integration.
If we missed yours, ping support. We usually reply within an hour.
How do I connect Agile CRM to Tiny Command?
What Agile CRM triggers does Tiny Command support?
What Agile CRM actions can I run from a workflow?
Is the Agile CRM integration real-time?
Do I need to write code to use Agile CRM with Tiny Command?
How much does the Agile CRM integration cost?
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Do more with Agile CRM.
Wire it to Slack, Notion, HubSpot, Stripe, or any of the other 438 apps in our catalog. Setup takes roughly two minutes. Free to try, no credit card.
