Omnisend and Agile CRM Integration

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Enrich Agile CRM contacts with Omnisend data for targeted campaigns. Latenode's visual editor simplifies complex logic, while affordable execution-based pricing helps scale personalized marketing, plus you can use JavaScript to create any custom transformations.

Swap Apps

Omnisend

Agile CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Omnisend and Agile CRM

Create a New Scenario to Connect Omnisend and Agile CRM

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

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

Add the Omnisend Node

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

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Configure the Omnisend

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

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Add the Agile CRM Node

Next, click the plus (+) icon on the Omnisend 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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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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Configure the Omnisend 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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Set Up the Omnisend 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 donโ€™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 Omnisend, Agile CRM, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the Omnisend and Agile CRM integration works as expected. Depending on your setup, data should flow between Omnisend 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 Omnisend and Agile CRM

Shopify + Agile CRM + Omnisend: When a new order is placed in Shopify, a contact is created or updated in Agile CRM. Then, a personalized thank you email is sent via Omnisend to that contact.

Agile CRM + Omnisend + Google Sheets: When a new contact is created in Agile CRM, their email marketing activity (opens, clicks) from Omnisend is logged to a Google Sheet for reporting.

Omnisend and Agile CRM integration alternatives

About Omnisend

Use Omnisend in Latenode to automate email & SMS marketing based on real-time data. Connect e-commerce platforms and CRMs, then trigger personalized campaigns. Stop overspending on rigid marketing tools. Latenode's visual editor and flexible logic create scalable automation at a fraction of the cost.

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 โ€” all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.

See how Latenode works

FAQ Omnisend and Agile CRM

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

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

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

Can I trigger email sequences based on CRM deal stages?

Yes, you can! Latenode's visual editor simplifies building automations, triggering personalized Omnisend sequences based on Agile CRM deal stage changes for improved customer engagement.

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

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

  • Automatically adding new Omnisend subscribers from Agile CRM contacts.
  • Updating contact properties in Agile CRM based on Omnisend campaign activity.
  • Triggering personalized email sequences in Omnisend for new Agile CRM deals.
  • Syncing contact data between Omnisend and Agile CRM in real-time.
  • Creating or updating Agile CRM tasks based on Omnisend unsubscribe events.

How does Latenode handle data transformations between Omnisend and Agile CRM?

Latenode offers powerful data transformation tools, including JavaScript blocks, ensuring seamless data mapping and formatting between Omnisend and Agile CRM.

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

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

  • Complex data transformations might require custom JavaScript code.
  • Rate limits of the Omnisend and Agile CRM APIs still apply.
  • Real-time synchronization depends on the polling interval configured.

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