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Integrate Agile CRM with Chatter

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

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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 Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

Chatter Integrations

Best Agile CRM and Chatter Integrations

  • Agile CRM Integration Chatter Integration

    Agile CRM + Chatter

    New Post in Feed Action in Chatter when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • Agile CRM Integration Chatter Integration

    Agile CRM + Chatter

    New Post in Feed Action in Chatter when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • Agile CRM Integration Chatter Integration

    Agile CRM + Chatter

    New Post in Feed Action in Chatter when New Event is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Event
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • Agile CRM Integration Chatter Integration

    Agile CRM + Chatter

    New Post in Feed Action in Chatter when New Tag to Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Tag to Contact
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • Agile CRM Integration Chatter Integration

    Agile CRM + Chatter

    New Post in Feed Action in Chatter when New Task is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Task
     
    Then do this...
    Chatter Integration New Post in Feed Action
  • 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 + Chatter in easier way

It's easy to connect Agile CRM + Chatter 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 Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic 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.

  • New Post in Feed Action

    Create a new post in your Chatter feed.

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

How Agile CRM & Chatter 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 Chatter 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 Chatter.

    (2 minutes)

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

Integration of Agile CRM and Chatter

Agile CRM

Agile CRM is a customisable and adaptable software that helps companies to track their customers, makes sales easier and more effective. It is developed by Salesforce.com. It was first introduced in 2008 and since then it has helped many companies grow and be more successful in every way.

Chatter

Chatter is a social networking service for salesforce. It helps businesses to connect with their customers and share information about products, services and company activities. The aim of this is to help user’s to communicate easily and quickly and also save time from searching for information.

Integration of Agile CRM and Chatter

Salesforce integration with Chatter gives users the ability to cplaborate with team members, share information, and keep up to date on what is happening at the company or with individual departments. Before Salesforce integration with Chatter, employees would have to go through multiple webpages and web searches to get the information they needed to complete a task. With Salesforce integration with Chatter, employees can cplaborate seamlessly, saving time while increasing productivity.

Salesforce integration with Chatter can also allow businesses to have live chats with customers. Customers would be able to ask questions, leave comments on products and services, or give feedback on the business. This increases customer satisfaction because the customers are being heard and listened to by the businesses. It also allows businesses to gain valuable insight into what customers want and expect from them.

Benefits of Integration of Agile CRM and Chatter

The integration Salesforce integration with Chatter has many benefits to companies, both big and small. These benefits include. increased sales, increased revenue, increased knowledge about products and services for consumers, increased customer satisfaction, increased visibility for employees across the company, less time spent searching for information, less time spent dealing with customer complaints, and an overall increase in productivity.

The process to integrate Agile CRM and Chatter 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.