Integrate Agile CRM with Google Tasks

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

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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 Google Tasks

Google Tasks is a to do list that makes it easy to plan your day and stay organized. It helps you keep track of the tasks that matter most to you—at work, at home, and everywhere in between.

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

Explore quick connects

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Connect Agile CRM + Google Tasks in easier way

It's easy to connect Agile CRM + Google Tasks 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 Completed Task

    Triggers when a task is completed in a specific task list.

  • New Task

    Triggers when a new task is added or updated old task.

  • New Task List

    Triggers when a new task list 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 Task

    Creates a new task.

  • Create Task List

    Creates a new task list.

  • Update Task

    Update an existing task.

How Agile CRM & Google Tasks 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 Google Tasks 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 Google Tasks.

    (2 minutes)

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

Integration of Agile CRM and Google Tasks

Agile CRM is software that helps manage customer relationships. A CRM system can be used to build customer loyalty and provide better service to a customer. Google Tasks is a simple way to keep track of tasks you have to do. It is also available in Gmail. Agile CRM and Google Tasks together make handling customer relationships easier.

Integrating a CRM system with Google Tasks makes it easy to manage customer relationships. If you have an Agile CRM account, the tasks you create in Gmail are automatically added to your Agile CRM account and vice versa. All you have to do is enter the task in one place and the program automatically updates the other. You can also view all your tasks on the Google Tasks website. This integration is very useful for salespeople because they can check their sales leads’ tasks while in a meeting with them. Salespeople can also see what is due from a client at any time without having to ask for an update. The integration also makes dealing with clients easier because if you need information from a client, you can just check their Google Tasks list and find out what needs to be done next.A good example of using this integration would be if you were selling a product to a company. You would first contact the company about the product and then send the company more information about your product, such as a sample of the product or photos of the product. After you send the information to the company, you can check their tasks list to see what they are going to do with your product. If they have not purchased your product yet, you might want to contact them again to remind them about your product or send more information. If they have purchased your product but haven’t received it yet, you can contact them to make sure they got the product.Another benefit of using Google Tasks and Agile CRM together is that it is easy to keep up with what you need to do and what has been done because everything is combined into one place. You can easily view and update your tasks on your computer or mobile phone no matter where you are because you have access to Gmail wherever you go.

Google Tasks and Agile CRM together make managing customer relationships easier because everything is combined into one place and it is easy to see what needs to be done or has been done. These two programs together save time and make things easier for whoever uses them by making tasks easy to manage and view wherever you are.

The process to integrate Agile CRM and Google Tasks 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