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Agile CRM + Keap Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Agile CRM Integrations
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 Keap

Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.

Keap Integrations

Best ways to Integrate Agile CRM + Keap

  • Agile CRM Keap

    Agile CRM + Keap

    Create Company to Keap from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Keap Create Company
  • Agile CRM Keap

    Agile CRM + Keap

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

    Agile CRM + Keap

    Create Task to Keap from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Keap Create Task
  • Agile CRM Keap

    Agile CRM + Keap

    Create Note to Keap from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Keap Create Note
  • Agile CRM Keap

    Agile CRM + Keap

    Create Invoice to Keap from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Keap Create Invoice
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + Keap in easier way

It's easy to connect Agile CRM + Keap 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 Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact 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.

  • Create Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

Show All

How Agile CRM & Keap 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 Keap 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 Keap.

    (2 minutes)

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

Integration of Agile CRM and Keap

Agile CRM

Agile CRM is an on-line customer relationship management software developed by Salesforce.com, Inc. It provides the fplowing features:

— Contact Management

— Lead Management

— Opportunity Management

— Deals Management

— Campaign Management

— Forecasting

— Case Workload Management

— Sales & Service Workload Management

— Reporting

Keap

Keap is a cloud-based demand generation software company. It provides the fplowing features:

— Capture leads and uncover new opportunities with marketing automation, lead nurturing, and conversion tops.

— Manage your marketing efforts through an integrated approach to campaign management, sales pipeline management, and reporting.

Integration of Agile CRM and Keap

Integration of Agile CRM and Keap will be useful in the fplowing ways:

  • Salesforce to Keap integration will allow sales reps to perform the fplowing functions directly from their sales force dashboard. create sales campaigns, manage sales leads, select target accounts, identify accounts for marketing campaigns, and communicate with customers via email/phone/contact center. This will enable sales reps to use one single dashboard to manage their entire campaign lifecycle. They will be able to manage their leads, identify potential customers, and fulfill their sales goals. This will also allow marketing staff to create marketing campaigns like email marketing campaigns, outbound phone calls, and social media outreach. The lead management feature of Agile CRM will allow marketing staff to get real-time information about the customers who are interacting with their marketing campaigns. So marketing staff can get real-time information about which customers are interacting with their marketing campaigns. They can then focus their time on engaging with these customers who are most interested in their product or service offerings. The deal management feature in Agile CRM will allow marketing staff to see ongoing deals being closed by inbound leads. This will allow them to focus their time on ongoing deals that are being closed by inbound leads. Marketing staff can then focus their time on ongoing deals that are being closed by inbound leads. Marketing staff can then focus their time on ongoing deals which are being closed by inbound leads. The same functionality can be used by sales manager for monitoring ongoing deals being closed by inbound leads. Sales manager has to be engaged in ongoing deals which are being closed by inbound leads. Sales manager has to be engaged in ongoing deals which are being closed by inbound leads. Therefore, these resources needs to be managed strategically. This feature will help you to do so in a simple manner. Hence, it allows you to implement the best practices that are required for ongoing deals which are being closed by inbound leads. Therefore, this feature enables you to implement the best practices which are required for ongoing deals which are being closed by inbound leads. Therefore, it helps you to do so in a simple manner. Hence, it allows you to implement the best practices that are required for ongoing deals which are being closed by inbound leads. Therefore, it helps you to do so in a simple manner. Hence, it enables you to implement the best practices which are required for ongoing deals which are being closed by inbound leads. Thus, it helps you to do so in a simple manner. Hence, it helps you to do so in a simple manner. Hence, it allows you to implement the best practices that are required for ongoing deals which are being closed by inbound leads. Thus, this feature helps you to do so in a simple manner. Hence, this feature helps you to do so in a simple manner. Hence, it allows you to implement the best practices which are required for ongoing deals which are being closed by inbound leads. Thus, this feature helps you to do so in a simple manner. Therefore, it allows you to implement the best practices which are required for ongoing deals which are being closed by inbound leads. Therefore, it helps you to do so in a simple manner. Therefore, it helps you to do so in a simple manner. Therefore, it allows you to implement the best practices which are required for ongoing deals which are being closed by inbound leads. Thus, it helps you to do so in a simple manner. Thus, this feature helps you to do so in a simple manner. Hence, this feature helps you to do so in a simple manner. Hence, this feature helps you to do so in a simple manner. Thus, this feature helps you to do so in a simple manner. Thus, this feature helps you to do so in a simple manner. Thus, this feature helps you to do so in a simple manner. Thus, this feature helps you to do so in a simple manner. Thus, it allows you to implement the best practices which are required for ongoing deals which are being closed by inbound leads. Thus, this feature helps you to do so in a simple manner. Thus, it allows you to implement the best practices which are required for ongoing deals which are being closed by inbound leads. Thus, this feature helps you to do so in a simple manner. Hence, this feature helps you to do so in a simple manner. Therefore, this feature enables you to implement the best practices which are required for ongoing deals which are being closed by inbound leads. Therefore, it helps you to do so in a simple manner. Therefore, it helps you to do so in a simple manner. Hence, it allows you to implement the best practices which are required for ongoing deals which are being closed by inbound leads. Thus, this feature helps you to do so in a simple manner. Thus, it allows you to implement the best practices which are required for ongoing deals which are being closed by inbound leads . It also enables marketing staff (or any other users. able to view both marketing campaigns and sales campaigns across all customers at one place (CRM. So marketing staff (or any other users. able to view both marketing campaigns and sales campaigns across all customers at one place (CRM. So marketing staff (or any other users. able to view both marketing campaigns and sales campaigns across all customers at one place (CRM. This will also help them track their campaign performance across customer account levels (i.e., lead, opportunity. They will be able to manage their campaign performance across customer account levels (i.e., lead, opportunity. They will be able to manage their campaign performance across customer account levels (i..e., lead , opportunity. . This will also enable them track their campaign performance across customer account levels (i..e., lead , opportunity. . They will be able to manage their campaign performance across customer account levels (i..e., lead , opportunity. . They will be able to manage their campaign performance across customer account levels (i..e., lead , opportunity. . This will also enable them track their campaign performance across customer account levels (i..e., lead , opportunity. . They will be able to manage their campaign performance across customer account levels (i..e., lead , opportunity. . They will be able to manage their campaign performance across customer account levels (i..e., lead , opportunity. . This will also enable them track their campaign performance across customer account levels (i..e., lead , opportunity. It also enables users execute custom workflow rules based on different events happening within CRM web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM plugin running on Salesforce platform itself or web application itself or within the CRM

The process to integrate Agile CRM and Keap 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.