Integrate Agile CRM with Customerly

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

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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 Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Want to explore Agile CRM + Customerly quick connects for faster integration? Here’s our list of the best Agile CRM + Customerly quick connects.

Explore quick connects
Connect Agile CRM + Customerly in easier way

It's easy to connect Agile CRM + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user 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.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Agile CRM & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Agile CRM and Customerly

Agile CRM?

Agile CRM is a set of tops developed by Salesforce.com to manage leads, contact and accounts. It is an industry standard for most companies today.

Customerly ?

Customerly is a customer relationship management software (CRM. specifically built to meet the needs of small businesses. It allows you to run your business from your mobile device or desktop computer. You can connect with your customers, make notes, track orders, see their historical information and much more.

  • Integration of Agile CRM and Customerly
  • Customerly allows users to create separate databases in order to keep different sets of contacts organized. There is no limit to the number of databases you can create. For example, if you sell products through e-commerce sites, each e-commerce site has its own database. If you have multiple e-commerce sites, you can even create separate databases for each site. For instance, if you have three e-commerce sites, you can create three databases. Each database will contain only the information related to that specific e-commerce site. As a result, this feature provides a competitive advantage over other CRMs because it allows users to segment contacts according to their e-commerce sites.

  • Benefits of Integration of Agile CRM and Customerly
  • It helps users organize their contacts and keep them organized by creating separate databases for each e-commerce site. This way, users can easily access the information they need without having to search through all the contact information stored in one database.

    The process to integrate Agile CRM and Customerly 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am