Agile CRM automation · runs daily

Add tagged Agile CRM contacts to a campaign

After a webinar or an import, a batch of new contacts sits in Agile CRM with one tag. Someone has to select them, tag them again and send them into the right campaign.

Cotlet does it in your own Agile CRM account with list_contacts, add_contact_tags and add_contacts_to_campaign, called by your AI agent, an n8n workflow or a script.

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Hosted · nothing to install or maintain

Can Agile CRM do this on its own?

Agile CRM does this by hand with Bulk Actions on the Contacts page (checked 22 Oct 2026). Its REST API can add tags and enroll a contact in a campaign, one contact per call by email, and every call counts toward the daily cap: 500 on Free, 5,000 on Starter. It has no bulk action endpoint for contacts.

How you do it in Agile CRM today

  1. Open Contacts and filter the list by the tag, or search for the group of contacts.
  2. Tick the checkboxes next to the names. To select every visible contact, tick the box at the upper left; with more than 25 contacts, Agile CRM offers to select all of them.
  3. Open the Bulk Actions drop-down and choose Add Tags to add a tag to all of them.
  4. Choose Bulk Actions > Add to Campaign, pick the campaign and click Add. The campaign runs on those contacts immediately.
  5. The routine repeats after each webinar or import, and a contact that was already in the campaign is easy to add twice.

How to add tagged Agile CRM contacts to a campaign

Prompt

Find Agile CRM contacts tagged webinar_oct, add the tag nurture, and add them to the Onboarding series campaign. Skip anyone already tagged nurture.
  1. 01

    Find the batch

    list_contacts runs with your tag and follows next_cursor to the end. The agent drops contacts that already carry the target tag, so a second run does not pick them up again.

  2. 02

    Check the tag name

    The agent checks the new tag against Agile CRM's rule: it starts with a letter and holds only letters, numbers, underscores and spaces. A name that breaks it is changed in your prompt before any contact is touched.

  3. 03

    Tag the batch

    add_contact_tags adds the new tag to every contact in one call. It reaches nobody, so it does not wait for your OK.

  4. 04

    Show the list, then add

    Before add_contacts_to_campaign, the agent shows how many contacts and which campaign. The call waits for your OK by default, because Agile CRM starts the campaign at once and its emails go to real people.

  5. 05

    Report what ran

    The agent returns the number added and the contacts it left out, with the reason: already tagged, or no email address.

What you get back

Example data

Contacts tagged webinar_oct: 3
Already tagged nurture: 0
Tagged nurture: 3
Added to Onboarding series: 3
Left out: 0

Other ways to ask

  • Every morning, add contacts tagged trial_started to the Welcome campaign and tag them welcomed.
  • Add only contacts owned by sam@example.com, and list the rest for me.
  • Show me who would be added to the Onboarding series, but add nobody.
  • Add contacts with a lead score above 30 to the Sales follow-up campaign.

What Agile CRM allows, and what to know first

  • Agile CRM's Bulk Actions for contacts are Add Tags, Remove Tags, Add to Campaign, Change Owner, Export as CSV and Delete.
  • When you pick Add to Campaign, Agile CRM runs the chosen campaign on those contacts immediately.
  • Agile CRM's product updates log shows Access Control can add or remove the Add to Campaign bulk action for a role, so a user without it cannot run this job.
  • Agile CRM's REST reference says data is case-sensitive, including tags, so "Nurture" and "nurture" are two tags.

add_contacts_to_campaign asks for your OK by default. To run it daily without you, switch confirmation off for that tool in your dashboard.

Sources: Agile CRM Help: Bulk Actions · Agile CRM Help: Adding Contacts to Campaigns · Agile CRM Product Updates · Agile CRM REST API reference (GitHub)

Call add_contacts_to_campaign from a script

curl

curl -X POST https://cotlet.dev/api/v1/agile-crm/campaigns/5731834621411328/contacts-to-campaigns \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"contact_ids":["5698320417841152","5701182246576128","5709775523012608"]}'

Example response

{
  "campaign_id": "5731834621411328",
  "campaign": "Onboarding series",
  "added": 3,
  "contact_ids": [
    "5698320417841152",
    "5701182246576128",
    "5709775523012608"
  ]
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is agile_crm_write → add_contacts_to_campaign. Example data.

Schedule it in n8n, Make, Zapier or cron

Agile CRM tools this automation uses

Cotlet Agile CRM tools used to add tagged Agile CRM contacts to a campaign
Tool Parameters
list_contacts query, tag, owner_email, type, cursor
add_contact_tags contact_ids, tags
add_contacts_to_campaign campaign_id, contact_ids
All 11 Agile CRM tools with descriptions

Frequently asked questions

Is it safe to connect Agile CRM to Cotlet?

Yes. You sign in to Agile CRM yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get Agile CRM once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

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