Integrate Agile CRM with Alegra

Name: Appy Pie Connect
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Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Alegra

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Agile CRM Integrations

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 Alegra

Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.

Agile CRM + Alegra Quick Connects

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

Explore quick connects

Connect Agile CRM + Alegra in easier way

It's easy to connect Agile CRM + Alegra 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 Contact

Triggers when a new contact is created.
New Estimate

Triggers when a new estimate is created in Alegra.
New Invoice

Triggers when a new invoice is created.
New Item

Triggers when a new product or service is created.

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 Contact

Crear un contacto nuevo. Creates a new contact.
Create Estimate

Crear una nueva cotización. Creates a new estimate.
Create Invoice

Crear una nueva factura de venta. Create a new invoice.
Create Invoice Payment

Create a new Invoice Payment. Crear un nuevo pago a factura.
Create Item

Crear ítem en Alegra. Create a Item in Alegra.
Create Tax

Crear un impuesto para ítems. Create a Tax for Items.
Send Estimate

Enviar una cotización por correo. Send an estimate via email.
Send Invoice

Enviar una factura por email. Send an invoice by email.
Update Contact

Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.
Update Item

Actualizar un ítem en Alegra. Update an item in Alegra.

How Agile CRM & Alegra Integrations Work

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

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Alegra as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Agile CRM to Alegra.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Alegra

Agile CRM

Agile CRM is a customer relationship management spution that helps companies to manage, track and engage their customers, vendors and partners. It helps businesses in creating a better relationship with their clients. It helps improve the company’s business processes through different modules like sales force automation, marketing automation, social media, customer service, cplaboration and reporting.

Alegra

Alegra is an online spution that provides software products and services for small to mid-size organizations in the healthcare and life sciences industry. They help their customers in designing, deploying and managing their business systems. They also offer consulting, professional services, technical support, training and education services. Alegra offers its services through its offices based in North America, Europe, Asia and Latin America.

Integration of Agile CRM and Alegra

Agile CRM integrates with Alegra Healthcare Spution so as to enable seamless information flow and communication. Integration of Agile CRM and Alegra makes it easy to share information between them. This integration allows users to view the data from one application in another application. Users can easily share information among applications via email, data export or import process. In addition, the integration offers the ease of functionality with fewer clicks. For instance, when you click on an email in the CRM application, it automatically opens in Alegra application.

The process to integrate Agile CRM and Alegra 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.