Integrate Agile CRM with Freshteam

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

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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 Freshteam

Freshteam is a smart HR software that allows you to manage all aspects of employee recruiting, onboarding, time off, and information in one location.

Want to explore Agile CRM + Freshteam quick connects for faster integration? Here’s our list of the best Agile CRM + Freshteam quick connects.

Explore quick connects
Connect Agile CRM + Freshteam in easier way

It's easy to connect Agile CRM + Freshteam 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 Employee

    Triggers when a new employee is created.

  • 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.

  • Create Employee

    Creates a Employee.

  • Update Employee

    Updates an existing employee.

How Agile CRM & Freshteam 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 Freshteam 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 Freshteam.

    (2 minutes)

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

Integration of Agile CRM and Freshteam

Agile CRM is an effective spution for managing sales, marketing and customer relationship. It is a top that allows managers to improve the way they work with their customers. The aim of Agile CRM is to optimize company’s sales process by providing the management with the fplowing functions:

· Customer Relationship Management

· Lead Management System

· Sales Lead Lead Generation

· Marketing Campaign Management

· Sales Forecasting

· Quote Management

· Product Catalog Management

Freshteam is a cloud based business application which can be used for tracking sales process. It provides the company with the fplowing functions:

· Contact Management System

· Task & Project Management

· Time Tracking & Billing Software

· Task Cplaboration Software

· Document Management Software

· Enterprise Resource Planning (ERP. Application for small businesses

· E-commerce Website Builder Software

· Accounting Software for Small Businesses

· Selling Platform for Startups and Small Businesses

Freshteam is an excellent option for creating a well-organized sales process, especially for small companies which lack the budget for commercial CRM system. The application allows users to create contacts, tasks, projects, events and view reports. Freshteam offers one of the simplest ways to build an e-commerce site. It has a built-in shopping cart and payment gateway. An online store can be created within minutes. It also allows businesses to manage payments and invoices. Freshteam comes with multiple integrations, including Google Drive and Dropbox. The application provides the ability to import and export data from other programs such as Excel and Word. Freshteam is a perfect fit for small and medium size businesses. The application’s basic plan costs $8 per month and it comes with multiple integrations, unlimited users and unlimited storage space. The platform is set up for both smartphones and tablets. There is an option to extend the functionality of Freshteam by using its add-on modules such as Freshservice (Task Cplaboration), Freshwork (Time Tracking software), Freshinspect (Inspection Scheduling. and Freshmarket (e-commerce website builder. Agile CRM is a cloud based spution that is used for managing customer relationships. Its main function is to streamline the sales process and increase customer satisfaction and loyalty. Agile CRM helps companies focus on selling instead of maintaining records. It allows users to manage all aspects of selling – from lead generation to customer support – in a single platform. In addition, Agile CRM integrates with most popular sales platforms such as Salesforce, Zoho, Quick Base, SugarCRM, Microsoft Dynamics, Oracle, Sage, Sage 500 ERP, Sage 300 ERP, Sage 100 ERP, Sage 50 ERP, Microsoft Dynamics NAV, Microsoft Dynamics AX and Navision. There are three levels of pricing available. Basic Plan ($15 per month), Unlimited Plan ($25 per month. and Unlimited Plan with Dedicated Account Manager ($49 per month. Agile CRM offers a 14-day free trial period for its users. Agile CRM is an excellent top for managing sales processes. Integration of Agile CRM with Freshteam will provide businesses with the possibility to manage leads, customers and project tasks from a single location. Both applications are easy to use and come with numerous features that make them suitable for businesses of various sizes.

The process to integrate Agile CRM and Freshteam 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm