Instantly and Agile CRM Integration

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Automatically add new leads from Instantly to Agile CRM to nurture them effectively. Latenode’s visual editor and affordable pricing lets you easily build scalable lead-gen automations with custom logic and instant updates.

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Instantly

Agile CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Instantly and Agile CRM

Create a New Scenario to Connect Instantly and Agile CRM

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Agile CRM will be your first step. To do this, click "Choose an app," find Instantly or Agile CRM, and select the appropriate trigger to start the scenario.

Add the Instantly Node

Select the Instantly node from the app selection panel on the right.

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Instantly

Configure the Instantly

Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Instantly

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Run node once

Add the Agile CRM Node

Next, click the plus (+) icon on the Instantly node, select Agile CRM from the list of available apps, and choose the action you need from the list of nodes within Agile CRM.

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Agile CRM

Authenticate Agile CRM

Now, click the Agile CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Agile CRM settings. Authentication allows you to use Agile CRM through Latenode.

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Run node once

Configure the Instantly and Agile CRM Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Select an action *

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The action ID

Run node once

Set Up the Instantly and Agile CRM Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Instantly, Agile CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Instantly and Agile CRM integration works as expected. Depending on your setup, data should flow between Instantly and Agile CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Instantly and Agile CRM

Instantly + Agile CRM + Slack: When a new lead is created in Instantly, add the lead as a contact to Agile CRM, and then notify the sales team about the new contact in a specified Slack channel.

Instantly + Agile CRM + Google Sheets: Track Instantly prospecting campaign metrics for leads in Agile CRM. Whenever a new lead is created in Instantly, create a contact in Agile CRM and log the data to Google Sheets.

Instantly and Agile CRM integration alternatives

About Instantly

Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.

About Agile CRM

Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.

See how Latenode works

FAQ Instantly and Agile CRM

How can I connect my Instantly account to Agile CRM using Latenode?

To connect your Instantly account to Agile CRM on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Instantly and click on "Connect".
  • Authenticate your Instantly and Agile CRM accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically add new Instantly leads to Agile CRM?

Yes, Latenode lets you instantly add Instantly leads to Agile CRM, enriching data via AI and custom code for better segmentation. Automate lead nurturing and boost conversion.

What types of tasks can I perform by integrating Instantly with Agile CRM?

Integrating Instantly with Agile CRM allows you to perform various tasks, including:

  • Create new Agile CRM contacts from Instantly campaign leads.
  • Update Agile CRM contact properties with Instantly data.
  • Trigger Agile CRM marketing automations from Instantly events.
  • Sync contact information between Instantly and Agile CRM in real-time.
  • Log Instantly campaign activity in Agile CRM contact notes.

Can I filter Instantly leads before adding them to Agile CRM?

Yes, Latenode's visual editor lets you filter leads using advanced logic and code. Process only qualified leads to enhance your Agile CRM data quality.

Are there any limitations to the Instantly and Agile CRM integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Historical data migration might require custom scripting.
  • Complex Instantly campaign structures may need adjusted workflows.
  • Real-time updates depend on the API rate limits of both apps.

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