Integrate Agile CRM with Gmail

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

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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 Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

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

Explore quick connects

Looking for the Gmail Alternatives? Here is the list of top Gmail Alternatives

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Connect Agile CRM + Gmail in easier way

It's easy to connect Agile CRM + Gmail 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 Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • 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 Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

How Agile CRM & Gmail 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 Gmail 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 Gmail.

    (2 minutes)

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

Integration of Agile CRM and Gmail

What is Agile CRM?

Agile CRM is a web-based application that allows companies to manage their workflow, customer details, and task management. It can be used by businesses of all sizes to track leads, projects, tasks, and customer interactions. It was built using open source software and the software is available as an SaaS subscription.Agile CRM has features such as lead tracking, sales pipeline management, email campaigns, activity tracking, analytics and reporting, and customer support. It also has integration with Gmail.

What is Gmail?

Gmail is a free e-mail service provided by Google. It is supported by advertising in the paid version. It offers 15GB of free storage. The service can be accessed via the web or mobile apps on Android or iOS devices. Gmail has been called one of the most successful products ever because it has over a billion users worldwide.

Integration of Agile CRM and Gmail

Google Gmail integrates with Agile CRM by allowing users to add Gmail contacts to Agile CRM accounts. By adding Gmail contacts to the account, users can increase the chances of making new sales because previous communications will be a part of their records. In addition, users can change the status of the contact from pending to closed if they receive an email from the contact.An added benefit of using Gmail to integrate with Agile CRM is that users can use both applications without leaving their inboxes. This way, they do not have to switch between tabs or applications when they want to check their emails or do something else that invpves their contacts.Furthermore, Agile CRM provides an option for users to receive emails regarding Agile CRM in their Gmail inboxes instead of having to check two different inboxes for notifications. Gmail users can have Agile CRM emails forwarded directly to their inboxes.

B. Benefits of Integration of Agile CRM and Gmail Using Gmail to integrate with Agile CRM offers several benefits for users. For instance, it helps them save time and money since they do not have to pay for another program or service for integrating with Agile CRM. In addition, it helps them receive all their alerts and notifications in one place so that they have easy access to important information.Since Google Gmail is supported by Android, iOS, and Chrome OS devices, users can access their Agile CRM accounts from any device that they own without having to worry about compatibility issues. Furthermore, multiple users can access Agile CRM accounts from the same Gmail account without causing any issues.

In conclusion, Google Gmail integrates with Agile CRM by allowing users to add their Gmail contacts to their accounts. When this happens, it becomes easier for users to engage in conversations with contacts because past messages will show up in their records. Moreover, it makes it easier for users to track the progress of those contacts because they will not have to log into two different accounts to do so.

The process to integrate Agile CRM and Gmail 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