

Agile CRM and Pennylane integration
Build smart, no-code workflows with Agile CRM and Pennylane using triggers, actions, and AI logic—automate any process in minutes.
Start for freeClear pricing with no hidden fees
Efficient transaction management = lower costs
Move your historical data in just a few clicks
Talk to support that actually helps—fast
Trusted by 10,000+ teams around the world







Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.
Triggers and actions for Pennylane and Agile CRM integration
In Agile CRM and Pennylane integration triggers start workflows when something happens, while actions make changes in response.
Triggers 4
Update Contact (beta)
Create Contact (beta)
Actions 25
Create Company
Custom API request
Create a company customer
Create an individual customer
What users say about Albato
How to Connect Agile CRM to Pennylane
Create powerful Agile CRM integration with Pennylane in just a few simple steps.
Connect Agile CRM to Pennylane
Log in to Albato, select Agile CRM and Pennylane, and follow the quick setup steps—no coding required. Integrate Agile CRM with Pennylane with just a few clicks!
Build a workflow for your Agile CRM and Pennylane integration
Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.
Trigger
Actions
Map your data
Pick the fields you want to transfer between Agile CRM and Pennylane. Customize the data flow to match your process.
Synс data
Synс data
Synс data
Pennylane integration with Agile CRM
Agile CRM
With Agile CRM's flexible API and Albato's powerful integration capabilities, it's now simpler than ever to connect Agile CRM with over 1,000+ applications, enhancing your CRM experience with a broad array of functionalities ranging from e-commerce and email marketing to accounting and social networking. By integrating Agile CRM via Albato, you unlock the potential to automate and streamline workflows across a wide range of applications such as WooCommerce, Email, MailChimp, QuickBooks Online, Shopify, Outlook, Google Contacts, and LinkedIn. This seamless integration allows you to effortlessly automate actions like adding contacts to campaigns, scoring and tagging contacts, creating events, tasks, tickets, deals, companies, and contacts within Agile CRM. Triggers such as contact and deal updates or creations activate these actions, ensuring real-time synchronization and efficiency across your business tools.
Categories
- CRM & ERP systems
Pennylane
Optimize your financial and customer data management with Pennylane integration via Albato, connecting you to over 1,000 popular applications. Pennylane is a next-generation accounting and financial management platform designed for modern businesses. By integrating with Albato, you can automate the creation and retrieval of customer data in real time, connecting Pennylane with CRMs, invoicing systems, or data tools. Available actions include Create a company customer, Create an individual customer, Get a customer by ID, and Get a customer by external reference, allowing you to streamline financial workflows and maintain accurate client records across platforms. Simplify accounting operations and save time with the Pennylane integration via Albato.
Categories
- Accounting apps









