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Integrate Agile CRM with Asset Panda

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

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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 Asset Panda

Asset Panda is a tool to help you manage and track the value of your assets. It combines almost total customizability with excellent support for mobile devices, reporting, and even cloud connectivity.

Asset Panda Integrations

Best ways to Integrate Agile CRM + Asset Panda

  • Agile CRM Integration Asset Panda Integration

    Agile CRM + Asset Panda

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

    Agile CRM + Asset Panda

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

    Agile CRM + Asset Panda

    Create Asset to Asset Panda from New Event in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Event
     
    Then do this...
    Asset Panda Integration Create Asset
  • Agile CRM Integration Asset Panda Integration

    Agile CRM + Asset Panda

    Create Asset to Asset Panda from New Tag to Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Tag to Contact
     
    Then do this...
    Asset Panda Integration Create Asset
  • Agile CRM Integration Asset Panda Integration

    Agile CRM + Asset Panda

    Create Asset to Asset Panda from New Task in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Task
     
    Then do this...
    Asset Panda Integration Create Asset
  • 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 + Asset Panda in easier way

It's easy to connect Agile CRM + Asset Panda 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 Asset

    Triggers when a new asset is added.

    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 Asset

    Creates a new asset.

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

How Agile CRM & Asset Panda 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 Asset Panda 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 Asset Panda.

    (2 minutes)

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

Integration of Agile CRM and Asset Panda

1.1 Agile CRM

The core of Agile CRM is the ability to organize all aspects of a business that are related to the customer. All information relevant to customers, such as contact information, products, sales transactions, and more, can be stored and accessed in a single place. This makes it easier for Agile CRM users to make sense of their data. The program’s slogan, “CRM Done Right”, reflects the company’s commitment to providing a simple yet effective customer service software spution.

1.2 Asset Panda

Asset Panda is a business asset management platform that provides an easy way to manage assets. Asset Panda allows organizations to sync their IT assets with business processes, giving them a better understanding of who owns which IT assets, where they are located and how they are used. With Asset Panda, organizations can also easily track their hardware costs and losses and track their hardware performance and usage.

2.1 Integration of Agile CRM and Asset Panda

It is possible to integrate Agile CRM with Asset Panda for a better, more hpistic view of IT assets. A common example of such integration is by using Asset Panda’s location tracking feature to add location data to Agile CRM contacts. This integration is especially useful for companies that use Agile CRM to manage their customer assets and wish to gain greater insight into those assets. For example, if an organization uses Agile CRM to store information about its customers, but does not have the same level of insight into its IT assets, then integration with Asset Panda will enable them to see what assets are being used by which customers at any point in time.

2.2 Benefits of Integration of Agile CRM and Asset Panda

Agile CRM-Asset Panda integration helps improve overall efficiency. Employees are able to spend less time on paperwork and more time on work that actually has value. For example, instead of having to manually find out who owns which IT asset, employees can simply query their Agile CRM system and get a list of all the assets that are owned by their department or team. Asset Panda’s comprehensive view of the organization’s IT assets allows employees to spend less time doing paperwork and more time building value for their customers.

The integration of Agile CRM and Asset Panda can help streamline business processes and improve overall efficiency. Companies that use both platforms can take advantage of this integration for effective customer service and IT asset management.

The process to integrate Agile CRM and Asset Panda 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.