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.
Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.Keap Integrations
It's easy to connect Agile CRM + Keap 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 when a new appointment created.
Triggers when a new company created.
Triggers when a new contact created.
Trigger when a new invoice created.
Trigger when a new payment received.
Triggers when new tag is created.
Triggers when a new task is created.
Triggers when an existing contact is updated.
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.
Creates a new company.
Creates a new invoice.
Creates a new note on a contact record.
Creates a new task.
Creates a new contact or updates an existing contact.
Apply tags to a contact.
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
— Case Workload Management
— Sales & Service Workload Management
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 will be useful in the fplowing ways:
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.