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Agile CRM + Blesta Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Blesta

Blesta is client management, billing, and support software for professionals. Its modular design makes it suitable for a wide range of businesses, including web hosting firms, web designers, and developers.

Blesta Integrations

Best ways to Integrate Agile CRM + Blesta

  • Agile CRM Blesta

    Agile CRM + Blesta

    Create Invoice to Blesta from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Blesta Create Invoice
  • Agile CRM Blesta

    Agile CRM + Blesta

    Create User to Blesta from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Blesta Create User
  • Agile CRM Blesta

    Agile CRM + Blesta

    Update User in Blesta when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Blesta Update User
  • Agile CRM Blesta

    Agile CRM + Blesta

    Delete User in Blesta when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Blesta Delete User
  • Agile CRM Blesta

    Agile CRM + Blesta

    Create Calendar Event to Blesta from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Blesta Create Calendar Event
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + Blesta in easier way

It's easy to connect Agile CRM + Blesta 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 Calendar Event

    Triggers when a new calendar event is created.

  • New Invoice

    Triggers when a new invoice is created.

    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 Calendar Event

    Creates a new calendar event.

  • Create Invoice

    Creates a new invoice.

  • Create User

    Creates a new user.

  • Delete Calendar Event

    Deletes an existing calendar event.

  • Delete User

    Deletes an existing user.

  • Update Calendar Event

    Updates an existing calendar event.

  • Update User

    Updates an existing user.

How Agile CRM & Blesta 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 Blesta 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 Blesta.

    (2 minutes)

  6. 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.