Integrate Accelo with Agile CRM

Appy Pie Connect allows you to automate multiple workflows between Accelo and Agile CRM

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  • Lightning Fast Setup
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About Accelo

Accelo manages all your client work in one place, making your business more profitable and you less stressed.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Want to explore Accelo + Agile CRM quick connects for faster integration? Here’s our list of the best Accelo + Agile CRM quick connects.

Explore quick connects

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Connect Accelo + Agile CRM in easier way

It's easy to connect Accelo + Agile CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Requests

    Triggers when a new request is created.

  • New Tasks

    Triggers when a new task is created.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • Actions
  • Create Request

    Creates a new request. If the request's contact does not exist, a new one will be created for you.

  • Create Sale

    Creates a new sale. If the sale's contact does not exist, a new one will be created for you.

  • Create Timer

    Starts a new timer.

  • Create and Update Contact

    Creates a new contact or updates a contact if it already exists.

  • Pause Timers

    Pauses any active timers.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Accelo & Agile CRM Integrations Work

  1. Step 1: Choose Accelo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Agile CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Accelo to Agile CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm