Integration
Automate with Agile CRM
Agile CRM unifies your sales, marketing, and support in one place. NVS automates the data flows in and out — enriching contacts, triggering campaigns, and syncing pipeline updates across your stack.
Use Cases
Every new Agile CRM contact is enriched with company data, scored by AI against your ICP, and tagged appropriately before a human rep touches it.
Trigger
New Contact
agile-crm.trigger
Fires when any new contact is created in Agile CRM.
Enrich via Clearbit
clearbit.enrich
Company size, industry, and LinkedIn data fetched and written to Agile CRM.
Score with AI
openai.gpt-4o
GPT-4o scores ICP fit 1-10 and returns a one-line reason.
IF
Score >= 7?
nvs.condition
Separates hot leads for senior rep assignment.
YES
Output
Tag Hot + Alert Rep
agile-crm.contact
Hot tag applied. Senior rep notified in Slack with score and context.
NO
Output
Start Nurture Campaign
agile-crm.campaign
Contact added to low-touch email nurture campaign.
When an Agile CRM deal moves to Proposal stage, an AI-drafted personalized email is sent to the contact automatically and logged as a CRM activity.
Trigger
Deal Stage Changed
agile-crm.trigger
Fires when a deal moves to the Proposal stage.
Fetch Contact + Deal Context
agile-crm.contact
Contact details and deal notes fetched for email personalization.
Draft Proposal Email
openai.gpt-4o
GPT-4o writes a tailored proposal email using deal context.
Output
Send + Log Activity
gmail.send
Email sent via Gmail. Activity logged back to Agile CRM contact timeline.
Every month, Agile CRM contacts with no activity in 60 days are identified and enrolled in a re-engagement email campaign automatically.
Trigger
Monthly 1st
schedule.cron
Monthly re-engagement check runs on the first of each month.
Fetch Inactive Contacts
agile-crm.search
Contacts with last_contacted older than 60 days fetched.
IF
Any inactive?
nvs.condition
Checks whether inactive contacts exist.
NO
Output
Done
nvs.end
No inactive contacts this month.
YES
Output
Enroll in Re-engagement Campaign
agile-crm.campaign
Contacts enrolled in the 3-email win-back campaign.
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