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Integrate Agile CRM with Databox

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

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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 Databox

Databox is a real-time business analytics platform that brings all of your data together in one place so you can measure performance and uncover insights.

Databox Integrations

Best ways to Integrate Agile CRM + Databox

  • Agile CRM Integration Databox Integration

    Agile CRM + Databox

    Push Custom Data in databox when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Databox Integration Push Custom Data
  • Agile CRM Integration Databox Integration

    Agile CRM + Databox

    Increase Counter in databox when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Databox Integration Increase Counter
  • Agile CRM Integration Databox Integration

    Agile CRM + Databox

    Push Custom Data in databox when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Databox Integration Push Custom Data
  • Agile CRM Integration Databox Integration

    Agile CRM + Databox

    Increase Counter in databox when New Contact is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Databox Integration Increase Counter
  • Agile CRM Integration Databox Integration

    Agile CRM + Databox

    Push Custom Data in databox when New Event is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Event
     
    Then do this...
    Databox Integration Push Custom Data
  • 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 + Databox in easier way

It's easy to connect Agile CRM + Databox 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.

  • Increase Counter

    Increment a specified metric by 1 every time this action happens.

  • Push Custom Data

    Push any custom data to Databox.

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

How Agile CRM & Databox 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 Databox 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 Databox.

    (2 minutes)

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

Integration of Agile CRM and Databox

Agile CRM

Databox

Agile CRM is a new generation of cloud-based customer relationship management application. It is designed to improve the efficiency of companies to communicate and manage their clients, partners, and vendors. The software offers the features that an organization needs to manage client information, inventory system, and sales reports. It can be used for teams and individual use. This software is available in two versions, a free version and a paid version with more advanced features.

Databox is a cloud-based business intelligence platform that gives organizations access to real-time analytics data. The platform provides various tops that help users easily create reports, dashboards, and other visualizations. Through this application, users can access data from different sources such as Google Analytics, Salesforce, Facebook Ads, Twitter Ads, MailChimp, WordPress, Stripe and many others.

Integration of Agile CRM and Databox

Agile CRM contains a program called Databox Connector which makes it easy to integrate with Databox. Users can get data from other applications directly into their Agile CRM dashboard. For example, when creating a sales report in Agile CRM, users can set up the parameters of the report by selecting the cpumns from Databox. Users can enter a list of filters and the corresponding values to generate the report. The filter list is automatically populated with data from Databox.

In addition to integrating the two platforms together, users can take advantage of both platforms’ features through integration. For example, when viewing sales reports in Agile CRM, users can also see key metrics from Databox such as conversion rates, cost per acquisition (CPA), ROI, etc. on the same screen. This feature speeds up the reporting process and saves time for users. Users can also use Databox charts or graphs to display the most important metrics directly on their dashboard instead of having to create a new report or export data outside of Agile CRM. This integration allows users to create better reports with fewer clicks.

Benefits of Integration of Agile CRM and Databox

The integration between Agile CRM and Databox helps organizations to increase their efficiency in managing their sales process and analytics data. By connecting these two tops together, users can:

Gather all the important sales metrics on one screen.

Improve their sales process by not having to switch between programs (Agile CRM and Databox. for accessing information about their clients and sales activities.

Create detailed reports and dashboards quickly by taking advantage of both programs’ features.

The process to integrate Agile CRM and Databox 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.