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Agile CRM + Braintree Integrations

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

  • 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 Braintree

Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.

Braintree Integrations
Braintree Alternatives

Looking for the Braintree Alternatives? Here is the list of top Braintree Alternatives

  • Stripe Stripe
  • Paypal Paypal

Best ways to Integrate Agile CRM + Braintree

  • Agile CRM Braintree

    Agile CRM + Braintree

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

    Agile CRM + Braintree

    Create Customer to Braintree from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    Braintree Create Customer
  • Agile CRM Braintree

    Agile CRM + Braintree

    Create Customer to Braintree from New Event in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Event
     
    Then do this...
    Braintree Create Customer
  • Agile CRM Braintree

    Agile CRM + Braintree

    Create Customer to Braintree from New Tag to Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Tag to Contact
     
    Then do this...
    Braintree Create Customer
  • Agile CRM Braintree

    Agile CRM + Braintree

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

It's easy to connect Agile CRM + Braintree 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 Customer

    Triggers when you add a new customer.

  • New Transaction

    Triggers when you add a new transaction.

    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 Customer

    Create a new customer.

How Agile CRM & Braintree 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 Braintree 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 Braintree.

    (2 minutes)

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

Integration of Agile CRM and Braintree

Agile CRM is a customer relationship management (CRM. spution; it is a cloud based software product for small businesses that offers many features used for sales and marketing. Braintree is an online payment spution. Braintree allows businesses to accept credit card payments without the need to deal directly with the card companies. They support all major credit cards and offer recurring billing. Together, Agile CRM and Braintree can be used as a powerful combination to grow any business.

What is Agile CRM?

Agile CRM is a cloud based software application that offers many features used for sales and marketing. Many small businesses use this because it provides many of the same features as larger, more expensive sputions. It offers features such as contact management, email templates, sales pipeline, campaign management, sales reports, and social media integration. There are also many other features available for Agile CRM that are not available in other competitors.

What is Braintree?

Braintree is an online payment spution that makes it easy for you to accept payments from your customers. Unlike many other services, Braintree doesn’t require you to have a merchant account or to handle any bank transactions. This means you don’t have to worry about chargebacks or storing sensitive credit card information on your servers. Braintree can help you accept credit cards, PayPal, Venmo, and ACH payments. They also offer recurring billing and subscription services.

Integration of Agile CRM and Braintree

When implemented together, Agile CRM and Braintree can work as a powerful combination. Agile CRM can be used to manage contacts and track calls and emails with users. Then, when a user purchases something on your website, you can easily integrate with Braintree to process the transaction. This makes it easier for you to provide great customer service and increase your sales.

Benefits of Integration of Agile CRM and Braintree

When Agile CRM and Braintree are integrated together, there are many benefits that can be gained by using them together. First, using both together gives you access to multiple revenue sources. When using just one of these services, you would have to rely on just one source of revenue. For example, if you were only using Braintree, you would not be able to easily track customer phone calls and emails. Similarly, if you were only using Agile CRM, you would not be able to process credit card payments or use the recurring billing functionality offered by Braintree.

Another benefit of using these two products together is the amount of time saved. Using both Agile CRM and Braintree together will save you time because they are both cloud based applications. Cloud based applications allow you to work anywhere; you do not have to install anything on your computer anymore and most of the data is stored online instead of locally on your computer. This means that if you get a new computer or device, you won’t have to install anything or reconfigure anything in order to keep using these programs. You will also save time because integrating both products together will allow you to do everything from one place instead of having to log into multiple accounts or systems in order to complete different tasks. The integration will allow you to see all your customers from one place and keep up with their information and activity across all channels. This will give you more insight into which channels are generating the most sales and how much profit you are making from each channel. This knowledge is important for growing your business in the future by providing better service to customers who are already using your company and helping you target customers who may become interested in your business in the future because of your existing customers.

The process to integrate Agile CRM and Braintree 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.