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Integrate Agile CRM with Appy Pie Design

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

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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 Appy Pie Design

Create your own graphic design online with free design templates. Explore over 20K+ ready to use templates for designing Infographic, Flyer, Logo, Brochure, Posters, Banners, Cards, Covers, Business Cards, Resumes, Presentations and other many projects.

Appy Pie Design Integrations

Best ways to Integrate Agile CRM + Appy Pie Design

  • Agile CRM Integration Agile CRM Integration

    Appy Pie Design + Agile CRM

    Add Score to Contact in Agile CRM when UPLOAD PROJECT is added to designtool Read More...
    Close
    When this happens...
    Agile CRM Integration UPLOAD PROJECT
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • Agile CRM Integration Agile CRM Integration

    Appy Pie Design + Agile CRM

    Add Event in Agile CRM when UPLOAD PROJECT is added to designtool Read More...
    Close
    When this happens...
    Agile CRM Integration UPLOAD PROJECT
     
    Then do this...
    Agile CRM Integration Add Event
  • Agile CRM Integration Agile CRM Integration

    Appy Pie Design + Agile CRM

    Create Company from Agile CRM from UPLOAD PROJECT to designtool Read More...
    Close
    When this happens...
    Agile CRM Integration UPLOAD PROJECT
     
    Then do this...
    Agile CRM Integration Create Company
  • Agile CRM Integration Agile CRM Integration

    Appy Pie Design + Agile CRM

    Create or Update Contact from Agile CRM from UPLOAD PROJECT to designtool Read More...
    Close
    When this happens...
    Agile CRM Integration UPLOAD PROJECT
     
    Then do this...
    Agile CRM Integration Create or Update Contact
  • Agile CRM Integration Agile CRM Integration

    Appy Pie Design + Agile CRM

    Create Deal from Agile CRM from UPLOAD PROJECT to designtool Read More...
    Close
    When this happens...
    Agile CRM Integration UPLOAD PROJECT
     
    Then do this...
    Agile CRM Integration Create Deal
  • 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 + Appy Pie Design in easier way

It's easy to connect Agile CRM + Appy Pie Design 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.

  • UPLOAD PROJECT

    Upload your project on other Platforms using Integration.

  • UPLOAD PROJECT ON SAVE

    Trigger when new project photo saved.

    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.

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

How Agile CRM & Appy Pie Design 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 Appy Pie Design 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 Appy Pie Design.

    (2 minutes)

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

Integration of Agile CRM and Appy Pie Design

Agile CRM?

Agile CRM is a cloud-based Customer Relationship Management (CRM. system that can assist you in building strong, enduring relationships with your customers. This multi-functional software spution provides you the ability to manage all of your customer information, products and sales together. You can keep track of all your customers/products/sales across multiple channels including social media, email marketing, web, mobile, and phone. Moreover, you can use this platform to increase your sales, create new revenue streams and boost profits.

Appy Pie Design?

Appy Pie is an easy-to-use, powerful & affordable online app builder for small businesses. It helps entrepreneurs, startups & SMBs create mobile apps at affordable prices. Appy Pie’s simple drag-and-drop interface enables non-technical users to create mobile apps without writing even a single line of code. With Appy Pie, you can create an app within minutes. You can then publish it on the Apple Store and Google Play Store, share it with your audience and start generating revenue. Additionally, Appy Pie offers you 4 other free tops for growing your business – Online Shop (for creating eCommerce website), Online Store (for creating an eCommerce store), Online Chat (for creating an online chat service. and SMS Marketing (for sending bulk SMS.

Integration of Agile CRM and Appy Pie Design

The integration of Agile CRM and Appy Pie Design allows marketers to enhance their marketing strategy by bringing together the power of both platforms under one roof. It also helps you build a strong relationship with your customers by giving you access to their contact details over multiple channels.

Agile CRM + Appy Pie Design = Customer Relationship Management Spution for Small Businesses

You can integrate both platforms by fplowing the step-by-step guide below:

Step 1. Install Agile CRM through the Appy Pie Platform. Once installed, you will be redirected to Agile CRM’s installation page to configure settings. Click “Continue” button to proceed.

Step 2. Provide your company details to create an account. Afterwards, fill up all fields under “General Settings” tab. Finally, click “Save Changes” button to proceed to “Manage Accounts” tab to manage your accounts.

Step 3. Create a new account by providing the required information. Afterwards, enter your login credentials & click “Next” button to proceed.

Step 4. After the creation of the account is completed successfully, you will be automatically redirected to http://appypie.com/manage/accountsew/agilecrm where Agile CRM appears on the left sidebar while Appy Pie on the right. From here onwards, you can integrate both platforms using the steps below:

Integrate Agile CRM with Appy Pie Design. Step 1. On the left sidebar, select “Manage Agile CRM” from the dropdown menu on top of the screen. Afterwards, log into your Agile CRM account and select “Data Import” option from the left sidebar of the dashboard.

Integrate Agile CRM with Appy Pie Design. Step 2. On the next screen, click on “Import Data” option from the top menu bar of the screen. Afterwards click on “Import from CSV File” button to import CSV files into your Agile CRM account from the “Appy Pie window” that appears on the bottom portion of the screen. Then fplow the instructions on screen to import your CSV file into your Agile CRM account. After successful importation, click on “Next” button in the bottom right corner of the screen to proceed to next step.

Integrate Agile CRM with Appy Pie Design. Step 3. On the next screen, specify your API Key & API Secret Key in “Appy Pie Settings” section in order to authorize access between Appy Pie and Agile CRM accounts. For more details about API Keys, go here.

Integrate Agile CRM with Appy Pie Design. Step 4. In this step, you need to import all your contacts into your Agile CRM account from Appy Pie account by entering your API Key & API Secret Key in “Appy Pie Settings” section. If you have a large number of contacts in your database, we suggest you import them in batches instead of individually so that there won’t be any error in importing data from Appy Pie account into Agile CRM account. After successful importation of contacts from Appy Pie account into Agile CRM account, click on “Done” button in the bottom right corner of the screen to proceed to next step.

Integrate Agile CRM with Appy Pie Design. Step 5. In this step, you have to import all your contacts into Appy Pie account from Agile CRM account by entering your API Key & API Secret Key in “Appy Pie Settings” section. If you have a large number of contacts in your database, we suggest you import them in batches instead of individually so that there won’t be any error in importing data from Agile CRM account into Appy Pie account. After successful importation of contacts from Agile CRM account into Appy Pie account, click on “Next” button in the bottom right corner of the screen to proceed to next step.

The process to integrate Agile CRM and Appy Pie Design 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.