1. Add Lindy to Slack
One click from the Slack marketplace. The whole team gets Lindy at once.
Use Agile CRM with Lindy.
Connect Agile CRM and start asking Lindy to take work off your plate. No workflows to build, just tell Lindy what you need in plain language.
Actions
Everything Lindy can do in Agile CRM
Explore all the actions Lindy can perform in Agile CRM. Just describe what you need in plain language, and Lindy handles the rest.
actions13 actions
Add Score To Contact
Add or subtract points from a contact's score in Agile CRM.
Add Tags To Contact
Add tags to an existing contact in Agile CRM.
Create Company
Create a new company record with contact details in Agile CRM.
Create Contact
Create a new contact with personal and business information in Agile CRM.
Create Contact Note
Add a note to one or more contacts in Agile CRM.
Create Deal
Create a new deal with name, value, probability, and milestone in Agile CRM.
Create Deal Note
Add a note with subject and description to one or more deals.
Create Task
Create a new task with subject, type, priority, and other details in Agile CRM.
Create Ticket
Create a new ticket with contact details, subject, priority, status, and message in Agile CRM.
Update Company
Update existing company information in Agile CRM.
Update Contact
Update contact details and information in Agile CRM.
Update Deal
Modify the details and properties of an existing deal in Agile CRM.
Update Deal Note
Edit the subject and description of an existing note for a deal.
People use Lindy at some pretty cool places.
Easy as one, two, three
How it works
2. Connect your tools
Lindy works with 1,500+ apps and any MCP server.
3. Put Lindy to work
@mention Lindy in any channel and it starts working. Minutes, not a weekend.
Blog
Related Articles
Frequently asked questions
What is Lindy?
Lindy is an AI assistant that lives in your Slack. Connect your apps, ask for what you need in plain language, and Lindy takes the work off your plate.
How do I connect Agile CRM to Lindy?
Sign up to Lindy, ask Lindy to connect to Agile CRM, and approve the connection when prompted. From then on you can ask Lindy to do things in Agile CRM whenever you need.
Do I need to build workflows or write code?
No. There's nothing to build or configure. You ask Lindy in Slack the same way you'd ask a colleague, and Lindy handles the rest.
Can Lindy handle Agile CRM tasks automatically?
Yes. Ask once and tell Lindy when to repeat it, like every Monday at 9am, and it becomes a routine that runs without you.
What can Lindy do with Agile CRM
Read and act on data in Agile CRM, and trigger workflows when something changes there. Tell Lindy the outcome you want and it handles the rest.
Does Lindy work with my other tools too?
Yes. Lindy connects to 1,500+ apps and any MCP server, so you can ask for tasks that span Agile CRM and the rest of your stack in a single request.
