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Agile CRM + BulkGate Integrations

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

  • 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 BulkGate

BulkGate is a messaging platform that allows you to communicate with your customers anywhere in the world via SMS and other channels.

BulkGate Integrations

Best ways to Integrate Agile CRM + BulkGate

  • Agile CRM BulkGate

    Agile CRM + BulkGate

    Send Transactional SMS in BulkGate when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    BulkGate Send Transactional SMS
  • Agile CRM BulkGate

    Agile CRM + BulkGate

    Send Promotional SMS in BulkGate when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    BulkGate Send Promotional SMS
  • Agile CRM BulkGate

    Agile CRM + BulkGate

    Send Transactional SMS in BulkGate when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    BulkGate Send Transactional SMS
  • Agile CRM BulkGate

    Agile CRM + BulkGate

    Send Promotional SMS in BulkGate when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    BulkGate Send Promotional SMS
  • Agile CRM BulkGate

    Agile CRM + BulkGate

    Send Transactional SMS in BulkGate when New Event is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Event
     
    Then do this...
    BulkGate Send Transactional SMS
  • 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 + BulkGate in easier way

It's easy to connect Agile CRM + BulkGate 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.

    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.

  • Send Promotional SMS

    Sends Promotional SMS to a set of specified phone numbers.

  • Send Transactional SMS

    Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.

How Agile CRM & BulkGate 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 BulkGate 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 BulkGate.

    (2 minutes)

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

Integration of Agile CRM and BulkGate

Agile CRM

Agile CRM is a customer relationship management software designed for small and mid-sized businesses. It helps businesses manage their contacts, leads, campaigns, activities, opportunities, tasks, email campaigns, social media campaigns, events, projects, documents, web forms, surveys, and more. It is ideal for companies that want to run their business with less effort. The best part about Agile CRM is that it allows the creation of customized reports in real time. This makes it easy to track what each team member is working on.

BulkGate

BulkGate is a unique way of managing leads for all your business needs. You can quickly generate leads using the software’s bulk lead generation tops. It not only generates leads but also adds them to your existing database. It is easy to manage leads using BulkGate’s options. You can organize your leads into various categories to make them easier to access. The most popular categories are current leads, qualified leads, and expired leads. You can also create custom lead groups. This is ideal if you have a specific target audience for each of your products or services. BulkGate helps you manage your leads in an organized manner so you always know where to find them.

Integration of Agile CRM and BulkGate

The integration of Agile CRM and BulkGate helps businesses grow faster and smarter. It helps you keep track of your sales and marketing activities without any problem. It helps you keep track of all your leads. Agile CRM comes with a built-in lead scoring system which helps you categorize your leads according to their level of interest in your products or services. You can then automate fplow up emails based on the responses that you get from these leads. You can also create automated workflows to add more prospects to your list of leads. This helps you stay organized and save time. Once you add prospects to your list of leads using BulkGate’s tops, you can easily import them into your Agile CRM account. This saves you a lot of time and effort and simplifies the process of adding leads to your list. Agile CRM also has a customizable dashboard which allows you to see important data about your business such as sales figures and revenue reports in real time. You can then analyze this data and take necessary actions based on it.

Benefits of Integration of Agile CRM and BulkGate

Benefit 1. Automated Fplow Up Emails

BulkGate enables you to create automated fplow up emails for your leads using the software’s drag and drop email editor. This makes it easier to keep track of what each one of your team members is doing. Fplow up emails help build a strong rapport with your prospects even before they become customers. They also help establish trust in your brand image in the minds of your prospects. You can also use these emails to send out newsletters to your customers every now and then to keep them engaged in your brand. This will help you improve your conversion rates in the long run. Automated fplow up emails also help save a lot of time because you do not have to manually create emails anymore when communicating with different prospects. You can easily change subject lines and content to ensure that each email performs better than the last one.

Benefit 2. Easy Data Entry

Doing repetitive tasks such as data entry takes a lot of time and effort. If you have a lot of information to enter into your database, it becomes impossible to do so within a limited time frame. BulkGate makes it easy for you to enter data into your database without much effort at all by allowing you to create automated workflows for data entry tasks. You can also schedule recurring tasks from within BulkGate itself or from within Agile CRM using the software’s integrated calendar feature. This makes it easy for you to track what each team member is doing at all times without requiring more than just one click on the computer screen.

Benefit 3. Option to Export Contact Data

BulkGate allows you to export contact data from its database into Agile CRM without any problems at all. All you need to do is select the fields that you wish to export and upload them into Agile CRM using BulkGate’s export top. It also supports multi-channel integrations so you can choose whichever channel works best for your business requirements. For example, if you want more information about the demographic information of your prospects, you can export it into Excel instead of integrating it with Agile CRM directly. This makes it easy for you to perform detailed analysis on any part of the data that you wish to view more closely without having to worry about losing quality or accuracy in any way whatsoever.

The process to integrate Agile CRM and BulkGate 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.