Integrate Agile CRM with Freshservice

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

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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 Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

Freshservice Integrations
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Best Agile CRM and Freshservice Integrations

  • Agile CRM Integration Agile CRM Integration

    Freshservice + Agile CRM

    Add Score to Contact in Agile CRM when New User is created in Freshservice Read More...
    Close
    When this happens...
    Agile CRM Integration New User
     
    Then do this...
    Agile CRM Integration Add Score to Contact
  • Agile CRM Integration Agile CRM Integration

    Freshservice + Agile CRM

    Add Event in Agile CRM when New User is created in Freshservice Read More...
    Close
    When this happens...
    Agile CRM Integration New User
     
    Then do this...
    Agile CRM Integration Add Event
  • Agile CRM Integration Agile CRM Integration

    Freshservice + Agile CRM

    Create Company to Agile CRM from New User in Freshservice Read More...
    Close
    When this happens...
    Agile CRM Integration New User
     
    Then do this...
    Agile CRM Integration Create Company
  • Agile CRM Integration Agile CRM Integration

    Freshservice + Agile CRM

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

    Freshservice + Agile CRM

    Create Deal to Agile CRM from New User in Freshservice Read More...
    Close
    When this happens...
    Agile CRM Integration New User
     
    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 + Freshservice in easier way

It's easy to connect Agile CRM + Freshservice 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 Ticket

    Triggers when there is a new ticket is created in Freshservice.

  • New User

    Triggers when a new User is created.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Update User

    Triggers when a user is 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.

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

How Agile CRM & Freshservice 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 Freshservice 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 Freshservice.

    (2 minutes)

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

Integration of Agile CRM and Freshservice

The notion of Agile CRM is one of the newest concepts in the field. This term is used to refer to that software which provides a platform for managing your sales and customer information. It also helps you track the leads and prospects. This type of software is based on the concept of ‘Agile’, which means you can take quick decisions for the improvement of your business. Today almost all companies are using this type of software due to its various features and benefits. Freshservice is an application which provides a platform for your business operations. The integration of these two applications can provide you with a new experience in your business. Let’s discuss more about it.

Now let’s discuss about how these applications are integrated with each other and what are the benefits of integration of Agile CRM and Freshservice. We know that Agile CRM is one of the newest and most popular software in the market. It provides a platform to manage your business operations along with your customers information. On the other hand, Freshservices is a web based application which provides analytics and real time business insight to your business. Both these platforms can be integrated with each other if you want to use them together. There are various benefits of integrating Agile CRM and Freshservices together, such as:

Quick note taking. If you want to take quick notes, then you can use both these platforms. As these are web based applications, they will provide you with an online mode where you can easily take notes without any hassle.

Automated alerts. With the help of these platforms, you can get automated alerts so that you can easily perform your daily activities without any hassle.

Integrated dashboard. With the integration of these two platforms, you can easily access your dashboard from anywhere in the world and can make changes to it immediately.

Based on the above discussion, we can say that integration of Agile CRM and FreshService can provide you with high-end features and functionalities which can provide you with a new experience to work with your business. I hope that now you are able to understand how these applications are integrated and what are their benefits.

The process to integrate Agile CRM and Freshservice 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.