Integrate Agile CRM with awork

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

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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 awork

Intelligent projects, tasks and time tracking for your project business.

awork Integrations

Best Agile CRM and awork Integrations

  • Agile CRM Integration awork Integration

    Agile CRM + awork

    Search Projects in awork when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    awork Integration Search Projects
  • Agile CRM Integration awork Integration

    Agile CRM + awork

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

    Agile CRM + awork

    Search Users by Email in awork when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    awork Integration Search Users by Email
  • Agile CRM Integration awork Integration

    Agile CRM + awork

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

    Agile CRM + awork

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

It's easy to connect Agile CRM + awork 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 Task

    Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Time Entry

    Triggers when a time entry is updated.

    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 Client

    Creates a new client.

  • Create Project

    Creates a new project.

  • Create Project Task

    Creates a new project task.

  • Search Projects

    Search Users by Email (IN this, we get all projects now we will apply filter for project name)

  • Search Users by Email

    Finds a user by email (in this for now we fetch all users apply filter remain)

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

How Agile CRM & awork 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 awork 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 awork.

    (2 minutes)

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

Integration of Agile CRM and awork

"Agile CRM is a simple and effective customer relationship management (CRM. top designed for small businesses, teams and non-profit organizations. It offers easy installation and use. Agile CRM allows you to manage contacts, leads and opportunities in one place, so it's easy to communicate with customers and drive your business forward. The software is free and doesn't require any training or manual setup – just install, set up your business information and start working." – Agile CRM

Agile CRM?

Agile CRM is a software that gives you an opportunity to be organized and contact your clients more effectively. It also gives you an opportunity to be transparent about your prices and services.

awork?

awork is a place where freelancers get connected with organizations who want to hire them. Here freelancers can get connected with clients, manage their projects and also get paid for the work they do.

Integration of Agile CRM and awork

Here we can see that Agile CRM and awork are integrated. So we can get an opportunity to manage our contacts and leads in one place and also get an opportunity to get connected with clients and do our work easily.

Benefits of Integration of Agile CRM and awork

As we discussed above that Agile CRM and awork are integrated so we can get fplowing benefits if we use these two tops together:

From Agile CRM we can get an opportunity to manage our leads and contacts in one place. So we can get them under contrp easily. Also we can schedule our meetings and calls more effectively by using Agile CRM. If we use Agile CRM then we don't need to open multiple tabs in our web browsers to manage our leads and contacts. We can also track our conversions easily by integrating Agile CRM with awork. We can manage our billing system by using Agile CRM, so we don't need to do anything manually. We can also communicate with our clients effectively by using Agile CRM. As we discussed above that Agile CRM helps us to integrate it with awork so we can also get an opportunity to manage our projects effectively by using this integration.

In this article we discussed about Agile CRM and awork integration. This integration can help us to manage our clients, projects and billing more effectively by making our work easier.

The process to integrate Agile CRM and awork 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.