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.
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
Agile CRM + Asset PandaCreate Asset to Asset Panda from New Contact in Agile CRM Read More...
Agile CRM + Asset PandaCreate Asset to Asset Panda from New Tag to Contact in Agile CRM Read More...
It's easy to connect Agile CRM + Asset Panda without coding knowledge. Start creating your own business flow.
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.
Triggers when a new asset is added.
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.
Creates a new asset.
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.