Agile CRM + Blesta Integrations
Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Blesta
- No code
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- Lightning Fast Setup
10 Million man hours saved
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 Blesta
Blesta is the best written customer management, billing, and support system for web hosting providers.
Blesta IntegrationsBest ways to Integrate Agile CRM + Blesta
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When this happens...
New Ticket
Then do this...
Create Invoice
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When this happens...
New Ticket
Then do this...
Create User
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When this happens...
New Ticket
Then do this...
Update User
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When this happens...
New Ticket
Then do this...
Delete User
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When this happens...
New Ticket
Then do this...
Create Calendar Event
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Agile CRM + Blesta without coding knowledge. Start creating your own business flow.
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Changed Deal Milestone
Triggers when a Deal reaches a specific milestone.
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Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
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New Contact
Triggers when a new contact is added.
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New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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New Calendar Event
Triggers when a new calendar event is created.
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New Invoice
Triggers when a new invoice is created.
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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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.
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Update Company
Update a Company.
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Create Calendar Event
Creates a new calendar event.
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Create Invoice
Creates a new invoice.
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Create User
Creates a new user.
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Delete Calendar Event
Deletes an existing calendar event.
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Delete User
Deletes an existing user.
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Update Calendar Event
Updates an existing calendar event.
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Update User
Updates an existing user.
How Agile CRM & Blesta Integrations Work
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Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Blesta as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Agile CRM to Blesta.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Agile CRM and Blesta
Agile CRM?
Agile CRM is a CRM spution that is based on the principle of Agile methodpogy. It has been developed by Velocera a company which creates cloud based business management software for small and medium sized businesses. This software helps the companies to manage their business more efficiently. The software is available in three versions Basic, Professional and Enterprise. This software helps the companies to maintain their customer database, manage their sales information, manage their marketing and advertising campaigns, manage their employee information, manage their inventory data and many more things.
Blesta?
Blesta is a software spution which offers businesses an easy way to manage their daily business activities. This software helps the business owners to keep track of their employees timesheets, maintain their customer database, manage their sales information, monitor their social media presence and many other things. This software also offers a mobile app through which the business owners can access all the features of this software on their smart phones or tablets. The company offers several plans to its users depending upon the number of users on the network and the services offered by the company. These plans are as fplow:
- Starter Plan. This plan offers 25 users with a monthly fee of $29 per month.
- Small Business Plan. This plan offers 50 users with a monthly fee of $59 per month.
- Medium Business Plan. This plan offers 100 users with a monthly fee of $129 per month.
- Large Business Plan. This plan offers 300 users with a monthly fee of $299 per month.
- Enterprise Plan. This plan offers unlimited users with a monthly fee of $599 per month.
Integration of Agile CRM and Blesta
Integration of Agile CRM and Blesta is very easy as both the systems support each other. Both the systems have APIs (Application Programming Interface. through which you can integrate them together. These APIs not only help you integrate these systems together but also help you sync your customer information from one system to another. This integration makes it easier for you and your employees to work at one place without having to switch between multiple applications. Once integrated these systems can be managed in single place where you can monitor your employees’ performance, manage your sales, do budgeting, keep track of your inventory and many more things in single place. All this data can be accessed on your desktop, smartphone or tablet in real time. You can also view this data from anywhere as it is cloud based system so there is no need for any software installation on your computer or mobile device. All you need to do is sign up on both these systems and install web browser on your computer or mobile device. After installing this browser you will be able to use the full features of these systems on any computer or mobile device with internet connection. So if you want to view your customer database on your laptop while sitting at home then you can do so without any problem.
Benefits of Integration of Agile CRM and Blesta
There are several benefits of integrating Agile CRM and Blesta together:
It helps you manage your business more efficiently.
It helps you better manage your customer database by syncing it between both these systems.
It helps you maintain employee information including time sheets, work hours etc in one place making it easier for you and your employees to work at one place without having to switch between multiple applications. If you have employees who work remotely then integration of these two systems will save your time and make it easier for you to manage your employees’ performance.
Both these systems offer mobile apps through which you can manage your business from anywhere through your smartphone or tablet. These apps are very easy to use and cost nothing to download therefore they save your time and effort and help you manage your business from anywhere where there is internet connectivity.
These two systems sync data automatically without any manual interference, so there is no need for you to do anything in case of changes in data entered into one system because all this data will be synced automatically through APIs provided by both the systems. So if you enter some new customers details into Blesta account then this data will be automatically synced into Agile CRM account so there is no need for you to manually update this data in both these accounts.
You can view real time data on any device so you can keep an eye on your business from anywhere in real time without having to take print outs with you wherever you go because all this data will be stored in cloud based database so it is easily accessible from anywhere through internet connection. So if you want to view customer database on your laptop then you can easily do so without printing anything out or carrying hard copies with you because all this data is stored online in cloud based server so it is easily accessible from anywhere in real time. These two systems are simple spution for small business owners because they do not need any technical knowledge to operate them because they are user friendly software sputions for small businesses so anyone can easily learn about them and start managing his/her business properly through them within a short period of time.
The process to integrate Agile CRM and Blesta 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.
