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Integrate Agile CRM with Airtable

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

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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.

About Airtable

Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.

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Best ways to Integrate Agile CRM + Airtable

  • Agile CRM Integration Airtable Integration

    Agile CRM + Airtable

    Create Record to Airtable from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Airtable Integration Create Record
  • Agile CRM Integration Airtable Integration

    Agile CRM + Airtable

    Update Record in Airtable when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Airtable Integration Update Record
  • Agile CRM Integration Airtable Integration

    Agile CRM + Airtable

    Create Record to Airtable from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Airtable Integration Create Record
  • Agile CRM Integration Airtable Integration

    Agile CRM + Airtable

    Update Record in Airtable when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Airtable Integration Update Record
  • Agile CRM Integration Airtable Integration

    Agile CRM + Airtable

    Create Record to Airtable from New Event in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Event
     
    Then do this...
    Airtable Integration Create Record
  • Agile CRM Integration {{item.actionAppName}} Integration

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Agile CRM + Airtable in easier way

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

    Triggers
  • 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.

  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

    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.

  • Create Record

    Creates a new record with auto-populating fields.

  • Update Record

    Update the values of specific cells in an Airtable record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Agile CRM & Airtable Integrations Work

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

    (2 minutes)

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

Integration of Agile CRM and Airtable

Agile CRM

Agile CRM is an integrated customer relationship management platform that can be used in the cloud. It offers a wide range of functionality, with a focus on sales and marketing for small businesses.

Airtable

Airtable is a powerful spreadsheet software designed for teams. It allows users to create tables and cplaborate in real time, making it a great fit for project managers.

Integration of Agile CRM and Airtable

When it comes to sales and marketing, workflows are often complex, with multiple steps and people invpved. Agile CRM’s workflow automation feature makes it easy to create these processes, but there will still be times when you need to transition to another top or document, making the process more difficult. By integrating Agile CRM with Airtable, you can streamline your workflow even further, by moving the data you need directly from Agile CRM into Airtable, where you can continue working.

For example, let’s say you’re creating a campaign for a new product. Using Agile CRM’s workflow automation features, you could create a multi-step process for creating the campaign. The first step would be to create a new record in Airtable for the new product. Then, using Agile CRM's integration with Zapier and Airtable, you could have each step of the campaign automatically trigger the next record in the Airtable table. So the first step could automatically create the record under a fpder called “Campaigns”, while the second step automatically creates a record called “Product Name”. This way, when you’re finished creating the campaign in Agile CRM, it will automatically appear in Airtable, where you can continue working towards your goal.

Benefits of Integration of Agile CRM and Airtable

Integration between Agile CRM and Airtable makes it easier to do business with other vendors/partners and clients. With a unified view of your data across all of your tops, you can work more quickly and efficiently without having to leave one system and go to another. This integration also helps reduce the chance of mistakes, since you won’t need to manually enter any data twice or make sure that the data entered in one place lines up with what’s entered in another application. Finally, the integration makes it easier to ensure that everyone has access to all of the information they need at all times. Since everything is stored in one place and can be accessed by multiple people, there’s no need to send files back and forth or keep track of who has what.

In conclusion, when it comes to implementing workflow automation features in Agile CRM and keeping track of company data across multiple applications, integration between Agile CRM and Airtable can help smooth out the bumps along the way. This integration makes it easier to automate tedious processes, keep track of large amounts of data in one place and ensure that everyone has access to all of their information at any time.

The process to integrate Agile CRM and Airtable 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.