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Integrate Agile CRM with EngageBay

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

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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 EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

EngageBay Integrations

Best ways to Integrate Agile CRM + EngageBay

  • Agile CRM Integration EngageBay Integration

    Agile CRM + EngageBay

    Create Contact to EngageBay from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    EngageBay Integration Create Contact
  • Agile CRM Integration EngageBay Integration

    Agile CRM + EngageBay

    Add Tag to Contact in EngageBay when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    EngageBay Integration Add Tag to Contact
  • Agile CRM Integration EngageBay Integration

    Agile CRM + EngageBay

    Remove Tag From a Contact in EngageBay when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    EngageBay Integration Remove Tag From a Contact
  • Agile CRM Integration EngageBay Integration

    Agile CRM + EngageBay

    Create or Update Contact to EngageBay from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    EngageBay Integration Create or Update Contact
  • Agile CRM Integration EngageBay Integration

    Agile CRM + EngageBay

    Add Contact to Sequence in EngageBay when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    EngageBay Integration Add Contact to Sequence
  • 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 + EngageBay in easier way

It's easy to connect Agile CRM + EngageBay 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 Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

    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 Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

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

How Agile CRM & EngageBay 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 EngageBay 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 EngageBay.

    (2 minutes)

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

Integration of Agile CRM and EngageBay

Agile CRM?

Agile CRM is just like its name suggests. It is a system that allows managers to track their employees through various stages of their life cycle. The tasks are categorized according to the project the employee is working on, and this is an important aspect of Agile CRM. What kind of projects are you invpved in? It is not only about keeping track of your employees; it is also about keeping track of all the tasks you are working on. Each task has to be connected to a group of people who will work on the same task. For example, if AgileCRM is used in an accounting office, then one can easily see what they are working on. If you are working on the personal finance of a client, then you know that other people from your team are working on other financial aspects of that client.

EngageBay?

EngageBay was created for business owners and marketers. It is a platform that helps them create their online presence and interact with their customers. In order to do so, they have to create a website, or a blog, or a Facebook page, or a Twitter account. EngageBay helps them achieve this. Moreover, it allows them to connect all these platforms, so they can easily share information across all these platforms. So if you have a website, a Facebook page and a Twitter account, then you can use EngageBay to easily share information across these three channels. The best part about EngageBay is that it’s very easy to use. It even provides many templates that show how the users should structure their material.

Integration of AgileCRM and EngageBay

Now let’s talk about how AgileCRM and EngageBay can be integrated. If you want to use both of them at the same time, then you have to make sure that they communicate with each other. There are two ways to do this:

  • You can simply add your EngageBay account in AgileCRM. This way AgileCRM will automatically add your EngageBay account in its system when you add a new task to AgileCRM. You can then add your tasks from EngageBay to the project in AgileCRM and vice versa. This way, both systems work together and allow you to mark tasks in one place and check them in another place.
  • Create an integration between the two systems and use it for automatic data transfer. This way you can avoid adding something in one system and then manually checking it in the other system. An integration will allow you to do everything directly from one system to the other without any extra steps.

Benefits of Integration of AgileCRM and EngageBay

There are many benefits of integration between these two systems, but there are two main ones:

  • You can create a task in one system and check it off in the other system without even opening either system! This way you save time and energy; you can focus on other tasks instead of switching between different systems and doing things manually.
  • An integration allows you to create an interactive dashboard where you can see all the tasks you need to do for certain projects! This way you don’t need to open both systems; you can just log into one of them and see all the information you need on one screen! Then all you need to do is check the tasks off!

The process to integrate Agile CRM and EngageBay 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.