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Agile CRM + CloudTalk Integrations

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

  • 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 CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

CloudTalk Integrations

Best ways to Integrate Agile CRM + CloudTalk

  • Agile CRM CloudTalk

    Agile CRM + CloudTalk

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

    Agile CRM + CloudTalk

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

    Agile CRM + CloudTalk

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

    Agile CRM + CloudTalk

    Update Contact in CloudTalk when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Contact
     
    Then do this...
    CloudTalk Update Contact
  • Agile CRM CloudTalk

    Agile CRM + CloudTalk

    Create Contact to CloudTalk from New Event in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Event
     
    Then do this...
    CloudTalk Create Contact
  • 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 + CloudTalk in easier way

It's easy to connect Agile CRM + CloudTalk 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 Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

    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 Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

How Agile CRM & CloudTalk 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 CloudTalk 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 CloudTalk.

    (2 minutes)

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

Integration of Agile CRM and CloudTalk

Agile CRM is a software spution for managing the customer relationship management. It is a cloud-based customer relationship management (CRM. software spution which helps to manage, coordinate, and create business processes around customer relations. CloudTalk is a cloud-based voice and video communication tops with instant messaging, audio conferencing, video conferencing, and desktop sharing capabilities. It enables users to communicate with each other via voice calls, video calls and instant messages. CloudTalk is an easy to use video and voice calling and messaging top that connects small businesses, teams and individuals across the globe. You can access all three applications on the same device.

The integration of Agile CRM and CloudTalk allows small business owners to connect, cplaborate and communicate with their customers in real time by using different functions of both applications such as call management, contact lists, call history etc. The fplowing are the benefits of integration of Agile CRM and CloudTalk:

It allows sales representatives to initiate a call from a contact list in Agile CRM and immediately start chatting with the client of interest. This feature helps the sales representatives to build a more personal relationship with the client by engaging them in conversation.

It allows sales representatives to get instant notifications about the clients’ activity in CloudTalk. For instance, if a client has added/removed one or several contacts to his/her contact list or changed his/her company name, you will be notified immediately through an alert in CloudTalk.

With CloudTalk, you can access your Agile CRM data while chatting with your clients. This means that you can check out their profile, call history and recent projects while you are talking with them.

In conclusion, the integration of Agile CRM and CloudTalk provides several benefits to small businesses. It helps to increase the productivity of sales representatives and provides data security.

The process to integrate Agile CRM and CloudTalk 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.