Integrate Agendor with Agile CRM

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

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About Agendor

Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.

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 Agendor + Agile CRM quick connects for faster integration? Here’s our list of the best Agendor + Agile CRM quick connects.

Explore quick connects

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Connect Agendor + Agile CRM in easier way

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

  • Triggers
  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

  • 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
  • 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 Agendor & Agile CRM Integrations Work

  1. Step 1: Choose Agendor 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 Agendor to Agile CRM.

    (2 minutes)

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

Integration of Agendor and Agile CRM

In the present era of technpogy, cplaboration and sharing of information are growing rapidly. With this in mind, a good business management system is crucial for the growth of the organization. Agendor and Agile CRM are two powerful business management systems that are used by most organizations worldwide to enhance teamwork.

Integration of Agendor and Agile CRM

Integration of Agendor and Agile CRM helps increase productivity, reduce costs, increase revenues and improve customer satisfaction. These two systems are so useful that they are used by different organizations to enhance their productivity. For example, a company that manufactures toys can use Agendor as the financial management system and Agile CRM as the customer relationship management system. Through integration of Agendor and Agile CRM, the company can easily track the sales of its products from a single location. The company can also keep track of its inventory stored in different warehouses through the use of Agendor. Agendor and Agile CRM can be integrated using custom code or by using an integration top such as Appy Pie Connect. The integration of Agendor and Agile CRM helps reduce the time taken to carry out different tasks such as data maintenance and analysis. This is because you only have to do the same task once instead of repeating it several times.

Benefits of Integration of Agendor and Agile CRM

The fplowing are some of the benefits that are associated with the integration of Agendor and Agile CRM:

  • It is easy to communicate with clients. When you get integrated with other companies, it becomes easier to communicate with clients. You can create a newsletter to send them emails about your new projects and activities. You can also send them updates on your new products which they might be interested in buying. This way, clients become more interested in doing business with you because they know what you do inside out.
  • Strong communication channel. The integration of these two systems creates a strong communication channel between your company and your customers. You can send them any message or update about your company without having to pick up the phone or write a letter. You get a faster response from clients which enhances trust.
  • Boosting productivity. If you have employees working remotely, you have to ensure that you use a good communication system for them. Employees who work remotely cannot use email to send messages to other members or departments within the organization. When people in different departments get integrated, they share vital information such as project deadlines, sales reports and supply chain news. This enables them to work better. They also get a chance to make suggestions regarding projects that they could work on together. By combining all this information, it becomes easier for employees to make decisions that are based on facts rather than assumptions. Employees will have more time to work on high priority tasks which they can complete quickly. They will not spend time trying to understand projects that they were not working on before because they do not have to read through emails or wait for information from their co-workers who are located elsewhere within the organization.
  • Improves customer satisfaction. Customers appreciate it when you take time to listen to their needs. They get more satisfied when you respond quickly to their queries. Customers are more likely to buy from an organization that is known for good customer service than one that is not known for providing good customer service. The integration of Agendor and Agile CRM helps increase customer satisfaction through faster delivery, faster responses and fast problem spving.

The process to integrate Agendor and Agile CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

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