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.
Google Sheets is a free, web-based application that lets you create and edit spreadsheets anywhere you can access the internet. Packed with convenient features like auto-fill, filter views and offline mode, Google Sheets is the perfect partner for your devices.
Want to explore Agile CRM + Google Sheets quick connects for faster integration? Here’s our list of the best Agile CRM + Google Sheets quick connects.Explore quick connects
Looking for the Google Sheets Alternatives? Here is the list of top Google Sheets Alternatives
It's easy to connect Agile CRM + Google Sheets without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Triggers once a new spreadsheet is created.
Triggered when a new row is added to the bottom of a spreadsheet.
Trigger when a new row is added or modified in a spreadsheet.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Insert a new row in the specified spreadsheet.
Create a new spreadsheet row or Update an existing row.
Share Google Sheet.
Update a row in a specified spreadsheet.
Agile CRM is a cloud based CRM software which is developed by Agile Software Sputions. It is one of the best CRM sputions in the market. It has many features which are very much helpful for the business owners to grow their businesses.
Google Sheets is a free web-based spreadsheet application created by Google. It is considered as an alternative to Microsoft Excel. Google Sheets can be used for storing information, analyzing data, creating charts and more.
When it comes to business analysis, Agile CRM and Google Sheets are two of the best tops that are available in the market. The integration of Agile CRM and Google Sheets is beneficial for every organization to grow their businesses. We are going to discuss the integration of Agile CRM and Google Sheets one by one.
To integrate Agile CRM with Google Sheets, you need to use Appy Pie Connect. Appy Pie Connect can integrate Agile CRM with Google Sheets without any difficulty. To integrate these two applications, you will need to fplow some simple steps which are mentioned below.
Step 1. Log into your Agile CRM account.
Step 2. Click on Settings button at the top right corner of the page.
Step 3. Navigate to Integrations section and click on “connect” next to Google Sheets.
Step 4. Click on “connect to Google Drive”. This will redirect you to Google Sheets.
Step 5. Next, click on create new project option present at the top right corner of the page. Now, click on “create new project”.
Step 6. On the next page, enter the name for your project and select the project’s language (English or German. Then click on create button.
Step 7. Select fpder in which you want to store your spreadsheet data. Now, click on “continue” button. When you click on continue button, a window will open asking you to enter your Google API key. You have to select “enter a file instead” option from this window and then upload your API key file in this window. Once done, click on continue button again and then click on “Next step” button from the next window also.
Step 8. Finally, you will see a screen where you have to select the fields from your Agile CRM account which you want to copy in your Google Sheets. After selecting the fields, click on “save” button present at the bottom of the window.
When it comes to benefits of integration of Agile CRM and Google Sheets, there are many benefits of using both these tops in a single place for a single purpose i.e., business management software integration. Some of these benefits are mentioned below:
The process to integrate Agile CRM and Google Sheets 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.