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.
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
Agile CRM + DataboxPush Custom Data in databox when New Ticket is created in Agile CRM Read More...
Agile CRM + DataboxIncrease Counter in databox when New Ticket is created in Agile CRM Read More...
Agile CRM + DataboxPush Custom Data in databox when New Contact is created in Agile CRM Read More...
Agile CRM + DataboxIncrease Counter in databox when New Contact is created in Agile CRM Read More...
Agile CRM + DataboxPush Custom Data in databox when New Event is created in Agile CRM Read More...
It's easy to connect Agile CRM + Databox without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Increment a specified metric by 1 every time this action happens.
Push any custom data to 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.
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.
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.