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Automate tasks across Agile CRM with Click2Mail

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Agile CRM and Click2Mail talk.
Here are some common ways to automate work between them.

Send a Click2Mail notification when Agile CRM receives a high-priority item.Try now
Create a Click2Mail follow-up from new qualified activity in Agile CRM.Try now
Copy new customer details from Agile CRM into Click2Mail.Try now
Update the matching Click2Mail item when a Agile CRM status changes.Try now
Start a review in Click2Mail when Agile CRM flags an exception.Try now
Summarize new Agile CRM activity and save it in Click2Mail.Try now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Agile CRM and Click2Mail work.

Connect your Agile CRM and Click2Mail. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 57 actions between Agile CRM and Click2Mail.
Can’t find an action you need? Let us know.

Create CompanyCreateCreates a new company in Agile CRM.Delete CompanyDeleteDeletes an existing company from Agile CRM.List CompaniesReadFinds companies in Agile CRM by filters.Update CompanyUpdateUpdates an existing company in Agile CRM.Create ContactCreateCreates a new contact in Agile CRM.Delete ContactDeleteDeletes an existing contact from Agile CRM.Get ContactReadRetrieves a contact from Agile CRM by ID.List ContactsReadFinds contacts in Agile CRM by filters.Search Contacts and CompaniesReadFinds contacts and companies in Agile CRM.Update ContactUpdateUpdates an existing contact in Agile CRM.Update Contact TagsUpdateUpdates tags for a contact in Agile CRM.Create DealCreateCreates a new deal in Agile CRM.Delete DealDeleteDeletes an existing deal from Agile CRM.List DealsReadFinds deals in Agile CRM by filters.Update DealUpdateUpdates an existing deal in Agile CRM.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Agile CRM and Click2Mail.

Apps are the systems your business runs on, like Agile CRM and Click2Mail. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.

Related integrations

Explore other ways to connect Agile CRM with the apps your team already uses, or browse every Agile CRM and Click2Mail integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Connect all of your apps, not just some of them.

You can’t automate business processes end-to-end if you can only connect to half of them.

Request an invite iconRequest an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expert iconTalk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updates iconGet updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.