Agile CRM + CloudTalk Integrations
Appy Pie Connect allows you to automate multiple workflows between Agile CRM and CloudTalk
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10 Million man hours saved
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 IntegrationsBest ways to Integrate Agile CRM + CloudTalk
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When this happens...
New Ticket
Then do this...
Create Contact
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Agile CRM + CloudTalk
Update Contact in CloudTalk when New Ticket is created in Agile CRM Read More...When this happens...
New Ticket
Then do this...
Update Contact
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When this happens...
New Contact
Then do this...
Create Contact
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Agile CRM + CloudTalk
Update Contact in CloudTalk when New Contact is created in Agile CRM Read More...When this happens...
New Contact
Then do this...
Update Contact
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When this happens...
New Event
Then do this...
Create Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Agile CRM + CloudTalk without coding knowledge. Start creating your own business flow.
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Changed Deal Milestone
Triggers when a Deal reaches a specific milestone.
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Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
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New Contact
Triggers when a new contact is added.
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New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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New Call
Triggers when call is made via CloudTalk.
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New Contact
Triggers when a contact is created or updated in CloudTalk.
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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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.
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Update Company
Update a Company.
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Create Contact
Create a contact.
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Update Contact
Update an existing contact.
How Agile CRM & CloudTalk Integrations Work
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Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick CloudTalk as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Agile CRM to CloudTalk.
(2 minutes)
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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.
