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Integrate Agile CRM with Appy Pie Chatbot

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

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  • Lightning Fast Setup
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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 Appy Pie Chatbot

Appy Pie Chatbot is a powerful and easy-to-use no-code chatbot builder. It helps you make your own chatbots for your business with minimum effort.

Appy Pie Chatbot Integrations

Best ways to Integrate Agile CRM + Appy Pie Chatbot

  • Agile CRM Integration Agile CRM Integration

    Appy Pie Chatbot + Agile CRM

    Add Score to Contact in Agile CRM when New Chat is created in Chatbot Read More...
    Close
    When this happens...
    Agile CRM Integration New Chat
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • Agile CRM Integration Agile CRM Integration

    Appy Pie Chatbot + Agile CRM

    Add Event in Agile CRM when New Chat is created in Chatbot Read More...
    Close
    When this happens...
    Agile CRM Integration New Chat
     
    Then do this...
    Agile CRM Integration Add Event
  • Agile CRM Integration Agile CRM Integration

    Appy Pie Chatbot + Agile CRM

    Create Company to Agile CRM from New Chat in Chatbot Read More...
    Close
    When this happens...
    Agile CRM Integration New Chat
     
    Then do this...
    Agile CRM Integration Create Company
  • Agile CRM Integration Agile CRM Integration

    Appy Pie Chatbot + Agile CRM

    Create or Update Contact to Agile CRM from New Chat in Chatbot Read More...
    Close
    When this happens...
    Agile CRM Integration New Chat
     
    Then do this...
    Agile CRM Integration Create or Update Contact
  • Agile CRM Integration Agile CRM Integration

    Appy Pie Chatbot + Agile CRM

    Create Deal to Agile CRM from New Chat in Chatbot Read More...
    Close
    When this happens...
    Agile CRM Integration New Chat
     
    Then do this...
    Agile CRM Integration Create Deal
  • 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 + Appy Pie Chatbot in easier way

It's easy to connect Agile CRM + Appy Pie Chatbot 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 Chat

    Triggers when the chatbot conversation is completed.

  • New Chats Data

    Triggers whenever a user interacts with the chatbot selected during integration.

    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.

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

How Agile CRM & Appy Pie Chatbot 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 Appy Pie Chatbot 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 Appy Pie Chatbot.

    (2 minutes)

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

Integration of Agile CRM and Appy Pie Chatbot

In today’s time, each and every business organization does not have enough time to manage their customer service department. To manage the customer service, they use Agile CRM and Appy Pie Chatbot.

Integration of Agile CRM and Appy Pie Chatbot

There are many CRM platforms available in the market; however, the most effective platform is Agile CRM. It is an integrated system that can be used to manage the entire company in an effective manner. This platform provides a user-friendly interface, and it is very simple to use. It consists of different components, such as marketing, sales, finance, HR, and customer service. For any help related to this software, you can contact Agile CRM Customer Care Number +1-888-599-9560.

Appy Pie Chatbot is a very useful top for interacting with customers. It is a unique chatbot that enables businesses to efficiently manage their customer support. This top is compatible with all the major devices like desktop computers, smartphones, and tablets. It supports different languages like English, Spanish, French, German, Italian, Chinese, Japanese, Korean and Portuguese. You can directly send the order information through chatbots. It can easily answer the questions of customers regarding your products and services.

Appy Pie Chatbot helps you to reduce the overhead cost of your business. You do not need any extra operators to manage your customer support department. Appy Pie Chatbot generates leads for your business; it increases your brand awareness on the internet. If you want to know more about this software then visit this website http://www.appypiechatbot.com/

Agile CRM and Appy Pie Chatbot are two important features of any business organization. Appy Pie Chatbot helps you to interact with your customers in an efficient manner while Agile CRM helps you to manage your entire company in an effective way.

The process to integrate Agile CRM and Appy Pie Chatbot 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.