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.
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Agile CRM + GmailSend Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
Agile CRM + MailChimpCreate MailChimp Subscribers from tagged Agile CRM Contacts Read More...
Easily convert customers from live chat sessions or from anywhere they contact you into CRM contacts by connecting your Agile CRM with Appy Pie Connect. With Appy Pie Connect Agile CRM integrates seamlessly with the leading third-party service providers, websites, and apps without any coding. Our automation platform lets you integrate Agile CRM with more than 150 apps including LinkedIn, Gmail, Trello, Slack, MailChimp, ClickFunnels, Typeform, JotForm, Google Contacts, Google Sheets, Gravity Forms, ClickDesk, and many more. This Agile CRM integration from Appy Pie Connect can organize your sales process like never before. Also, Appy Pie Connect’s advanced telephony integration enables you to make, record, and automate calls from the Agile CRM.
Agile CRM with Appy Pie Connect helps you grow your business more efficiently by establishing deep technical integrations and long-term customer relations. Appy Pie Connect helps you automatically update your contacts in Agile CRM, saving the time you spend on manual data entry. You can even use Appy Pie Connect to create and add tags to your contacts that further help you sort, filter, and target them accordingly. Enjoy the Benefit of a range of Agile CRM integrations and make your business process more agile.
Appy Pie Connect brings together Triggers (like "New Contact") and Actions (like "Create Subscriber") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these Connects help you automate repetitive tasks saving you the trouble of doing them manually.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
To start with Agile CRM at Appy Pie Connect you need to connect an Agile CRM account with Appy Pie Connect. Search and select the Agile CRM app from the app directory available at Appy Pie Connect.
Select the service required to integrate Agile CRM app with other apps and click Continue.
Connect with the Agile CRM account (for the first time user) or select the Agile CRM account from the list shown at Appy Pie Connect. To add a new account click “Connect An Account” and add the details.
A pop-up will ask to enter the account details in a form:
Once the information is filled correctly in the form, press “Yes, Continue” to confirm the details and to allow the access of the Agile CRM account at Appy Pie Connect platform.
Appy Pie Connect will ask to confirm the account integrated, click the Continue button to confirm the account is integrated.
Once the account is confirmed, Connect will ask to select the service from the dropdown menu. Select the service required and press the Continue button to complete the integration at Connect.
Tag added to contact is not triggering
This may occur due to spaces in between tags, you delete and add a new tag for the same purpose. Check if the trigger is working with the new tag. If still facing trouble then no need to worry our support team is always there to resolve the issues.
Contact is not Getting Created in Agile
If contact is not getting created even after the integration report the connect to be a success then it may be due to the issues in the tag. Check for the spaces or any numeric value in the string, resolve such issues and try again. Check for the Duplicate Found filter, it must be set to either update existing contact or do nothing.
We are here to resolve any query or issue, just contact our support team and we will assist you with all your Agile CRM related issues.