List People
List new Agile CRM contacts as people in Float
Automatically add new Agile CRM contacts to your Float people list, keeping your team and contact management in sync.
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Read Float people, projects, and scheduled tasks.
Set any of these up in a few clicks. Every workflow is fully configurable.
List People
Automatically add new Agile CRM contacts to your Float people list, keeping your team and contact management in sync.
Triggers are the events in Agile CRM that start a workflow. Actions are the steps it runs in Float.
Read and create Agile CRM contacts; trigger on new contacts.
Fires when a new contact is created. Polls contacts and dedupes by id.
Three steps run automatically, every time.
Fires when a new contact is created. Polls contacts and dedupes by id.
WorksBuddy instantly connects Agile CRM to Float no code, no manual steps.
Each recipe connects Agile CRM to Float automatically.
Automatically add new Agile CRM contacts to your Float people list, keeping your team and contact management in sync.
Put the two apps on autopilot with WorksBuddy no code, ready in minutes.
List Projects
Seamlessly create new projects in Float for every new contact added in Agile CRM, streamlining your project setup process.
List Tasks
Automatically generate tasks in Float for each new contact in Agile CRM, ensuring no follow-up is missed.
In the meantime, you can pair Agile CRM with one of our active agents:
Read Float people, projects, and scheduled tasks.
List people (team members).
List projects.
List scheduled tasks.
List people (team members).
Seamlessly create new projects in Float for every new contact added in Agile CRM, streamlining your project setup process.
Automatically generate tasks in Float for each new contact in Agile CRM, ensuring no follow-up is missed.